Einzelhandels-Wachstum durch Pipedrive-Automatisierung

Von Shopify-Bestellungen bis zur Wholesale-Distribution – wir bauen Pipedrive-Systeme, die dein Inventar, deine Kundenbindung und deine Verkäufe zentral steuern.

  • Clean, structured CRM processes designed for scale
  • Automation that eliminates manual follow-ups and data entry
  • Confident decisions backed by clean CRM data
Claim your 30-day Pipedrive trial. Test the full CRM, automate your pipeline, and manage deals with clarity

Certified CRM Automation Partners: Pipedrive, HubSpot & Make Experts

Let us sort you out. We implement Pipedrive, HubSpot, or hybrid setups based on your specific operational requirements.

Your problem
Our solution

  • Siloed Data: Your webshop (Shopify/Magento) doesn't talk to your CRM.
  • Manual Follow-ups: High-value customers are treated like one-off buyers.
  • Inventory Blindness: Sales teams sell products that aren't in stock.

We turn Pipedrive into a Retail Central Command.

  • SKU-level tracking — full product visibility inside CRM
  • CLV insights — know your most valuable customers
  • Retail-ready Pipedrive — B2C power in a B2B interface

How We Turn Pipedrive into a Retail Automation System

The system behind onboarding, automation, and scalable growth

  • Seamless Retail Onboarding
  • Seamless Retail Onboarding
  • Seamless Retail Onboarding

4 Steps to Retail Growth

  • The Retail Audit: We analyze your tech stack (POS, E-comm, Accounting).
  • Custom Architecture: We build custom fields for Sizes, Colors, SKUs, and VIP Status.
  • Integration Sprint: We connect Pipedrive to your storefront via Zapier or Make.com.
  • The "Retail Champion" Training: We train your store managers and HQ staff to use the mobile app for real-time updates.

Typical Results After CRM & Automation Implementation

Based on multiple retail and e-commerce projects, we typically see the following improvements after implementing CRM automation systems.

Metric Retail Industry Average With Our Pipedrive Setup
Lead Response Time 24+ Hours < 5 Minutes (Automated)
Manual Data Entry 12 Hours / Week 1.5 Hours / Week
Repeat Purchase Rate 12% 28% (via automated loyalty triggers)

Results may vary depending on business size, sales process complexity, and existing systems.

CRM

A CRM for the construction industry, optimised by MWS & powered by Pipedrive

Einzelhändler leiden oft unter getrennten Daten. Wir schlagen die Brücke zwischen deinem Online-Shop, deinem lokalen POS und deinem Wholesale-Team.

Book a Free Demo Call

Customisation

We optimise Pipedrive for the construction industry

Wir konfigurieren Pipedrive so, dass Produktkategorien, Größen und der Customer Lifetime Value (CLV) direkt im Deal sichtbar sind.

Book a Free Demo Call
  • Wholesale- & B2B-Pipelines
  • Workflows zur Rückgewinnung von Warenkorbabbrechern
  • Tracking von Treue-Stufen (Loyalty)
  • Warnmeldungen für die Inventar-Synchronisierung

Integration

Integrate Pipedrive to empower your key systems

From accounting to ERP to digital signing and telephony, every business has unique requirements. Motii can help you get your systems talking to each other and provide you with the best Construction Industry CRM

Book a Free Demo Call

Where does your retail CRM stand today?

Retail brands typically face one of two situations:

You already use a CRM — but it feels messy

  • Broken or fragile automations
  • Manual follow-ups slowing your team down
  • Duplicate workflows
  • Poor pipeline visibility
  • No clear CRM architecture

👉 We audit, rebuild and optimise your system.

You already use a CRM — but it feels messy

  • You don’t have a structured CRM yet
  • Leads tracked in spreadsheets
  • No structured sales pipeline
  • No automation
  • Manual inquiry handling
  • No reliable revenue forecasting

👉 We design and implement your CRM from the ground up.

Typical tools we integrate (change title)

Dental Practice Management Software

ivoris is a dental practice management software developed by Computer Konkret AG, supporting dental practices of all sizes with patient records, treatment documentation, billing, and scheduling. Due to its modular structure, it can be adapted to any practice setup including group practices and clinics with more than 300 workstations.

Key features:

  • Patient records and treatment documentation
  • Appointment scheduling and calendar
  • Billing and cash accounting
  • Periodontal charting (certified by DG Paro)
  • Insurance and private billing
  • Modular and scalable structure
  • Telematics infrastructure (TI) compatibility
  • ivoris ortho for orthodontic practices
  • API and third-party integrations

Cloud-Based Invoicing Software

easybill is a cloud-based invoicing solution designed for small businesses, freelancers, and online retailers, enabling legally compliant invoice creation in just a few clicks. Data is stored exclusively on servers in Germany, fully GoBD and GDPR compliant.

It supports e-invoicing in ZUGFeRD and XRechnung formats, which became mandatory for German businesses in 2025, and connects directly to tax advisors via DATEV export.

Key features:

  • Invoice, quote and delivery note creation
  • E-invoicing (ZUGFeRD, XRechnung)
  • Automated dunning and payment reminders
  • Recurring invoices
  • Customizable invoice templates and layouts
  • DATEV export for tax advisors
  • Import manager for 50+ online shops and marketplaces
  • Time tracking and project management
  • Inventory management
  • API and integrations

Project and Work Management Platform

Asana is a cloud-based work management platform that helps teams organize tasks, track projects, and coordinate work across departments. It gives everyone a clear view of who is doing what and by when, reducing the need for status meetings and email threads.

Used by teams of all sizes, Asana supports everything from simple task lists to complex cross-functional project portfolios.

Key features:

  • Task and project management
  • Multiple views (list, board, timeline, calendar)
  • Workflow automation
  • Goals and portfolio tracking
  • Team workload management
  • Forms and intake requests
  • Reporting and dashboards
  • 200+ integrations
  • Mobile app

CRM and Sales Pipeline Tool

Pipedrive is a cloud-based CRM platform designed to help sales teams manage leads, track deals, and automate follow-ups. Built around a visual pipeline, it gives teams a clear overview of where every deal stands and what actions are needed to move it forward.

It integrates with a wide range of tools and is used by small and mid-sized businesses to streamline their sales processes and improve conversion rates.

Key features:

  • Visual sales pipeline management
  • Lead and deal tracking
  • Email integration and tracking
  • Sales automation and workflows
  • Reporting and forecasting
  • Mobile app
  • 400+ integrations

Our Clients

arrow_back
arrow_forward

South Florida Doors & Closets

An already efficient team was struggling with organization and streamlining. With our help, administrative workload was reduced by 80% with the majority of sales and post-sales activities handled in pipedrive. 
Before:
  • Sehr einfache Nutzung der Funktionen von Pipedrive
  • Unorganisierter Verkauf und Erfüllung
  • Excel für Zahlungskontrolle
After:
  • Automatisierte Arbeitsabläufe
  • Reduzierter Verwaltungsaufwand
  • Verbesserte Team- und Kundenkommunikation
  • Nahtlose Integration mit Quickbooks
Read More
arrow_forward

Nikolai kennt sich im CRM-Bereich sehr gut aus — insbesondere in Pipedrive. Nach 2 Jahren haben wir jetzt ein zuverlässiges Lead-Quellen-Tracking! Seitdem hat uns sein Team geholfen, unsere Prozesse und Effizienz auf allen Ebenen zu optimieren. Danke, Nikolai!

South Florida Doors & Closets
CEO

Derek Rose Ltd

Der hochwertige Bekleidungseinzelhandel hatte mit fokussierten B2B-Verkäufen zu kämpfen. Kein CRM und kein Einblick in vorhandene ERP-Daten. Die automatische Synchronisation mit dem ERP-System ermöglichte es den Account Managern, ihr wiederkehrendes Geschäft und die Kundenbetreuung mit systematischen, automatisierten Workflows anzukurbeln.
Before:
  • Excel für den Vertrieb
  • Sporadische Follow-ups
  • Vollständig manueller Prozess
After:
  • Automatisierte Kaltakquise
  • Automatisierte Follow-ups
  • Verbesserte Verkaufsleistung
  • Automatisierte Synchronisation mit ERP für umfassende Einblicke in Kundendaten
Read More
arrow_forward

Metawork ist ein großartiges Team, mit dem man zusammenarbeiten kann. Sachkundig, geduldig, neugierig und freundlich.

Derek Rose Ltd
CEO

Embark Law

Optimierter Vertrieb für eine Anwaltskanzlei, sodass eine Gruppe von 7 Personen die Arbeit von 20 bewältigt. Automatische Rechnungsstellung verkürzte eine Arbeitswoche auf einen einen Tag pro Monat.
Before:
  • Excel-Tabellen, kein Verkaufseinblick
  • Langsamer manueller Prozess
  • Daten isoliert in einzelnen Apps
After:
  • Pipedrive als Quelle der Wahrheit
  • Automatisierter Verkaufsprozess und Rechnungsstellung
  • Alle Apps synchronisieren Daten mit Pipedrive
Read More
arrow_forward
Embark Law
CEO

Neuwagen Online GmbH

Reduced running cost by 80% for a team of 20 sales reps. Automated follow-ups and quote-to-cash time reduced by 25%.
Before:
  • Salesforce setup at a massive price point
  • Manual lead and sales process
  • No automation
After:
  • Pipedrive setup with monthly cost reduced by 80%
  • Sales automation reduced conversion time by 25%
  • Automated integration with vendors reduced post-sales workload by 75%
Read More
arrow_forward
Neuwagen Online GmbH

Tim von Loh

Went from 0 to 50 big clients in one year. Complexity of pre and post car sales usually handled by big teams is reduced to a process managed by one person.
Before:
  • No sales
  • No system
  • No nothing
After:
  • Started selling within 2 weeks
  • Automated invoicing and subscriptions with Stripe
  • Workflow automations handling a workload of a team
  • From 0 to 50 enterprise clients in 1 year
Read More
arrow_forward
Tim von Loh GmbH

Frequently asked questions

Do you use ready-made CRM templates?

arrow_downward

No. Templates create limitations. We design structured CRM and automation architectures built around how your business actually operates — not the other way around.

Do you use ready-made CRM templates?

arrow_downward

No. Templates create limitations. We design structured CRM and automation architectures built around how your business actually operates — not the other way around.

Kontakt aufnehmen

Have a project in mind? Just let us know!

Connect With Us

Explore CRM Solutions for Other Industries