← RoofTech
CRM Project

RoofTech · Support

How Metawork built a Pipedrive CRM integrated with Xentral ERP for a German roofing manufacturer — centralized deal tracking, automated ERP data sync, and proactive customer reactivation campaigns.

Duration 25 days
Tasks 4

Miro Board

GoogleSpreadsheet - Logins + Data Mapping

Recently touched

  • 2026-05-31 Test Chatty–Metapipe–Pipedrive integration; report back to Falk Done
  • 2026-05-30 Build Pipedrive sequence w/ agent prompts; send Loom to Falk + Yannik; then enable Lead agent + test 100/wk Done
  • 2026-05-26 Falk / Check In Done
  • 2026-05-18 Yannik Strobel / Nikolai Sokolov - Work Session Done

Other projects in this case study

  • CRM Onboarding

    Pipedrive CRM implementation for RoofTech, a German roofing and fall protection manufacturer. The project centralized sales tracking across the company's hybrid business model—webshop orders and…

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