Metabrain
MetaPipe
MetaHub
Pipedrive 
HubSpot 
Make & Integrations 
Company Brains (MCP) Stromeus connects its phone conversations with the customer records in Pipedrive. Call results update sales progress and help the team see which follow up is needed.
What was built
- Incoming calls create a new contact or link to an existing customer.
- Call details and outcomes are saved as Pipedrive activities.
- Call outcomes move sales to the appropriate stage, including offers and callbacks.
- Follow up tasks prompt the team to take the next action.
- Sales staff received training, phone setup, and contract templates in Pipedrive.
- Checks flag missing customer details and interrupted updates for attention.
Recently touched
- 2026-04-09 Automation: Moving a deal to Auftrag fertig stage triggers a task for the BO. Done
- 2026-03-29 Add validation for Optionen field Done
- 2026-01-30 Error handling + add custom field handling on person create/update + Some bug Fixes? Done
- 2026-01-30 Error handling + add custom field handling on person create/update Done
- 2026-01-09 Upload final contract templates to Pipedrive's "Smart Docs." Done
Other projects in this case study
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The planned move to Salesforce defines how call enquiries should be recorded and which leads should return to Pipedrive for sales follow up.
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Ongoing support keeps calculator enquiries, sales records, call information and commission calculations working together.
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Customers compare electricity and gas plans by location and usage, while enquiries and supporting documents reach the sales team in Pipedrive.
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Monthly commission accounting calculates sales payouts, prepares reports and lets the team confirm and close each accounting period.
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