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Company Brains (MCP) CRM, Automation, Brain & Web Projects
Explore CRM implementations, automation workflows, company brains and web builds, grouped by client.
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- HealthTech
DoXtime
DoXtime is an assistant for German dental practices, where treatment notes and billing take time after each appointment. Dictation now produces a draft record, a checked billing proposal and a plan…
What we built
- Treatment records
- Billing proposals
- Next appointments
- Practice rules
- Patient privacy
Case studyProjects 3
- CRM & Automation
Metawork.Studio
Metawork Studio is an automation agency whose sales, meetings and project notes used to sit in separate tools. Enquiries now reach Pipedrive automatically. Tasks, meeting records and client materials…
What we built
- Sales enquiries
- Project setup
- Project knowledge
- Client updates
- Team planning
- Website content
Case studyProjects 10
- Aerospace
Astos | Pipedrive to sevdesk invoicing
Astos builds software for the space industry. Its team needed to keep sales, invoice approvals and payments together without checking separate records by hand. Invoices now follow agreed payment…
Case studyWhat we built
- Sales records
- Invoices
- Approvals
- Payment updates
- Licence renewals
- Luxury Retail
Bloombar Watches
Bloombar Watches sells preowned luxury watches in the UK. Repeating listings and chasing enquiries took time. Watch listings now pass to marketplaces automatically, while enquiries and follow ups…
What we built
- Watch sales
- Marketplace listings
- Offer follow ups
- Customer messages
- Contact details
Case studyProjects 6
- Tax & Legal Advisory
Dr. Schauer
Dr. Schauer is a German tax and advisory firm. Client enquiries and follow up depended on manual handovers. Form answers now reach Pipedrive automatically, and staff can look up client records and…
What we built
- New enquiries
- Follow up
- Team tasks
- Client records
- Meeting notes
- Accounting information
Case studyProjects 3
- Financial Services
Heilberufeberatung
Heilberufeberatung advises medical professionals on their finances. Advisors previously had to copy client details into planning sheets. Client information now fills planning templates automatically,…
Case studyWhat we built
- Client intake
- Financial planning
- Client forms
- Advisor access
- Reports
- Media & Publishing
Kommunalverlag | Media sales in HubSpot
Kommunalverlag sells print and online advertising in Austria and Germany. Staff had to coordinate bookings, available space and invoicing across separate records. HubSpot now reserves advertising…
Case studyWhat we built
- Advertising space
- Publication planning
- Quotes and changes
- Accounting
- Existing records
- Newsletter move
- +1
- Automotive & Leasing
Neuwagen Online GmbH
Neuwagen Online GmbH is a German vehicle sales and fleet business whose enquiries arrive through forms, dealers and brokers. Enquiries now create or update Pipedrive records automatically, and…
What we built
- Incoming enquiries
- Customer records
- Vehicle details
- Dealer handover
- Sales follow up
- Ongoing care
Case studyProjects 2
- Staffing & Recruiting
OD Solutions
OD Solutions offers recruitment, consulting and office services in Germany. Its teams needed to avoid retyping sales details into invoices, documents and project tasks. HubSpot now starts that work…
What we built
- Sales follow up
- Invoicing
- Delivery tasks
- Documents
- Consulting sales
- Recruitment leads
- +1
Case studyProjects 5
- IT Infrastructure
OSI Global
OSI Global supplies business hardware and maintenance services. Repeated prospect research and manual enquiry handling slowed sales work. Website enquiries now reach HubSpot automatically, and sales…
What we built
- Website enquiries
- Buyer research
- Lead assignment
- Quotes and orders
- Sales messages
Case studyProjects 7
- Energy & Utilities
Stromeus
Stromeus helps customers compare electricity and gas plans. Sales staff needed to move enquiries, call results and commission details between tools. Enquiries and call outcomes now reach Pipedrive…
What we built
- Energy comparison
- Sales enquiries
- Calls
- Commission accounting
- Sales support
Case studyProjects 5
- Real Estate
CREATIO AG
CREATIO AG develops property in Switzerland. Staff had to gather property enquiries, emails and documents from separate tools. Enquiries now become HubSpot deals automatically, project folders are…
Case studyWhat we built
- Property enquiries
- Project folders
- Document review
- Meeting preparation
- Email follow up
- Website enquiries
- Fashion & Apparel
Derek Rose
Derek Rose is a UK luxury clothing brand. Staff had to find product images, copy order details and assemble sales reports by hand. Product images and order updates now reach Pipedrive automatically,…
What we built
- Sales records
- Product images
- Orders
- Customer follow up
- Customer groups
- Sales reports
Case studyProjects 6
- Automotive & Leasing
LeasingLama
Leasing Lama is a German vehicle leasing marketplace whose team handles enquiries from several websites and partners. Enquiries now become HubSpot records automatically, with vehicle details,…
Case studyWhat we built
- New enquiries
- Customer details
- Vehicle information
- Lease proposals
- Partner handover
- Ongoing care
- Travel & Tourism
Railwayhero
Railwayhero sells premium rail journeys. Its team had to retype emailed enquiries into sales records and wait for website edits. Enquiries now enter Pipedrive automatically, and the owner can update…
Case studyWhat we built
- Travel enquiries
- Booking details
- Journey catalogue
- Website changes
- Enquiry protection
- Manufacturing
Creatingway | AI outbound on Pipedrive
Creatingway is a manufacturing partner whose sales team had to research contacts and prepare outreach by hand. Contacts now enter Pipedrive automatically, receive tailored messages, and reach the…
Case studyWhat we built
- New contacts
- Outreach
- Replies
- Contact preferences
- Sales follow up
- Website
- Legal Services
Embark Law
Embark Law is a Swiss law firm whose team used to set up clients and prepare monthly bills across separate tools. New client work now creates matching time tracking records automatically, and monthly…
What we built
- New client work
- Time reports
- Monthly invoices
- Payment updates
- Expenses
- Problem alerts
Case studyProjects 4
- Consumer Goods
CARRY Products
CARRY Products sells beverage containers and lifestyle accessories. Moving customer records and passing won orders to fulfilment took manual work. Pipedrive now holds the sales records, and won…
What we built
- Won orders
- Customer records
- Sales handover
- Team training
Case studyProjects 2
- Financial Services
MIND | Pipedrive for M&A mandates
MIND Partners advises on buying and selling companies. Its team used spreadsheets for client paperwork and investor contacts. Form submissions now create Pipedrive records automatically, and…
What we built
- Client intake
- New assignments
- Investor outreach
- Documents
- Team handover
Case studyProjects 1
- Music Tech
Koala
Koala is a mobile music making app. Its users need clear instructions for phone and tablet screens. An online manual now shows the relevant images for each device, so users can follow along while…
What we built
- Device guidance
- Finding instructions
Case studyProjects 1
- Healthcare Consulting
PraxisMachen
PraxisMachen advises and coaches medical practices whose teams needed to connect enquiries, email follow up and billing. Forms now save contacts in Pipedrive automatically, email opens and clicks…
What we built
- New enquiries
- Email interest
- Approved sales
- Contact details
- Team access
- Ongoing care
Case studyProjects 2
- Automotive & Leasing
Tim von Loh (TVL)
TVL is a German vehicle leasing and fleet business whose team needed enquiries, offers and subscriptions to work together. Website enquiries now enter Pipedrive automatically, and Stripe handles…
Case studyWhat we built
- New enquiries
- Vehicle browsing
- Offer choices
- Subscription billing
- Vehicle delivery
- Service packages
- Home Improvement
South Florida Doors and Closets
South Florida Doors and Closets sells and installs doors and storage in Florida. Its team needed to track enquiries without manually matching calls to sales records. Calls now create Pipedrive leads…
Case studyWhat we built
- Incoming calls
- Sales progress
- Follow ups
- Referrals
- Messages
- Ongoing care
- Construction & Solar
RoofTech
RoofTech makes roofing and fall protection products in Germany. Staff had to keep sales enquiries, quotes and orders aligned across separate tools. Pipedrive and Xentral now keep customer details and…
What we built
- Customer records
- Quotes and orders
- Enquiry follow ups
- Customer outreach
- Appointments
Case studyProjects 2
- Healthcare & Dental
BISS 45
BISS 45 runs dental practices in Germany. Staff had to gather patient, appointment and treatment figures across locations. These details now reach HubSpot automatically, with reports that update…
What we built
- Patient records
- Appointments
- Treatment progress
- Revenue reports
- Duplicate checks
- Earlier records
Case studyProjects 2
- Insurance
InsuroLink | Pipedrive rebuild and migration
InsuroLink is a German insurance provider whose sales team needed cleaner customer records and less manual follow up. Its rebuilt Pipedrive account now creates deals from bookings, starts onboarding…
What we built
- Customer history
- Bookings
- Customer onboarding
- Call results
- Calculations
- Monitoring
Case studyProjects 1
- Staffing & Recruiting
hiyer
Hiyer is a German network for recruitment consultancies. At launch, the founder needed to manage leads and outreach without juggling separate lists. Pipedrive, Apollo and Lemlist now coordinate…
What we built
- Sales workspace
- New contacts
- LinkedIn outreach
- Personal follow up
- Meeting booking
- Training
Case studyProjects 1
- Real Estate & Coworking
Immodea
Immodea runs coworking spaces and flexible offices in Switzerland under the ORBIZ brand. Booking enquiries and invoices once needed separate handling. Website enquiries now reach Pipedrive…
What we built
- Sales enquiries
- Space bookings
- Invoices
- Memberships
- Newsletters
Case studyProjects 5
- Wholesale & Distribution
MACVAD
MACVAD distributes and sells products across several regions. Scattered sales records and spreadsheets made orders harder to follow. Pipedrive now brings leads and orders together, assigns currencies…
Case studyWhat we built
- Sales enquiries
- Regional currencies
- Team email
- Products and orders
- Sales visibility
- Digital Agency
Merlin Digital Solutions | Follow-ups from the call
Merlin Digital Solutions is a German digital agency. Its sales team had to turn call notes into follow ups and keep project details aligned by hand. Call summaries now reach Pipedrive automatically,…
What we built
- Call notes
- Follow up drafts
- Sales reminders
- Telephone sales
- Additional sales
- Project updates
Case studyProjects 1
- Logistics & Courier
Record Express
Record Express Delivery is a Belgian courier business whose team needed to connect quotes, payments and shipments. Customer requests now enter Pipedrive automatically, shipping details carry into…
What we built
- Customer records
- Quote requests
- Shipping options
- Payment and shipment
- Customer details
- Ongoing care
Case studyProjects 2
- Enterprise Software
Centric Software
Centric Software makes software for product and retail teams. After two acquisitions, staff combined sales reports by hand. HubSpot and Salesforce now keep customer details updated automatically,…
Case studyWhat we built
- Customer details
- Sales enquiries
- Sales ownership
- Notes and campaigns
- Earlier records
- Record checks
- Public Funding Consulting
Zebra Embassy
Zebra Embassy is a Munich consultancy helping startups secure public funding. Project progress, company contacts and reminders needed a shared home. HubSpot now brings these records together, creates…
What we built
- Project progress
- Follow up tasks
- Company relationships
- Project updates
- Team workload
- Sales handover
Case studyProjects 2
- Hospitality & Travel
TRC: The Resort Club
The Resort Club manages holiday bookings and membership benefits. Booking paperwork and points needed to stay in step with member records. Pipedrive and Make now create booking documents, update…
What we built
- Bookings
- Member points
- Booking documents
- Membership materials
- Customer care
Case studyProjects 1
- Construction Tech
LCMD
LCMD makes software for planning construction projects. Keeping subscription dates and sales records aligned took manual updates. Pipedrive now updates subscription details and billing dates…
Case studyWhat we built
- Subscriptions
- Sales updates
- Quotes and invoices
- Ongoing care
- Payment setup
- Consumer Goods
Doli Bottle
Doli Bottle is a sustainable drinks brand whose sales team needed help following up enquiries and preparing quotes. Website enquiries now enter Pipedrive automatically, follow up emails go out on…
What we built
- New enquiries
- Follow up emails
- Quotes and invoices
- Sales tasks
- Email quality
Case studyProjects 2
- Renewable Energy & Lead Gen
Unitedleads
Unitedleads manages financial brokerage contracts and partner referrals. Orders, commissions and invoices needed repeated handling across separate tools. Salesforce and Pipedrive now trigger…
What we built
- Contracts and orders
- Commissions
- Invoices
- Partner referrals
- Reversed orders
Case studyProjects 1
- Licensing & Brokerage
Liquor License FL
Liquor License FL helps Florida businesses apply for liquor licences. County rules and lengthy forms made each application harder to manage. Forms now create Pipedrive deals automatically and send…
What we built
- Application forms
- Applicant tracking
- Applicant emails
- Financing enquiries
- Missing submissions
Case studyProjects 1
- Healthcare & Dental
Smileforyou
Smileforyou is an orthodontic and dental clinic where staff had to coordinate appointments, treatment steps and patient messages across separate tools. Appointments now appear automatically in…
What we built
- Appointments
- Treatment progress
- Team tasks
- Patient messages
- Patient records
- Calendar visibility
Case studyProjects 2
- Dental & Medical Supplies
Tiger Dental
Tiger Dental is an Austrian dental business whose online shop was repeatedly slow or unavailable. Recovery work and shop updates restored access, while a separate test copy lets the team check…
What we built
- Shop availability
- Shop updates
- Payment checks
- Delivery steps
- Safe change checks
Case studyProjects 1
- E-Learning
Intugrace | Elopage and HubSpot
Intugrace is a German online course business whose payment and support records used to sit in separate tools. Elopage payments now update HubSpot automatically, and missed payments open support…
What we built
- Customer records
- Payment status
- Payment reminders
- Unpaid accounts
- Customer support
- Historical records
Case studyProjects 1
- Hospitality & Travel
Resort Club
The Resort Club is a US membership travel company. Staff once relied on individual colleagues to know each member’s booking and support history. Pipedrive now keeps that work visible, with automatic…
What we built
- Member records
- Website enquiries
- Member support
- Membership groups
- Booking documents
- Email follow up
Case studyProjects 1
- Waste Management
American AllWaste
American AllWaste is a US waste management company whose team needed to keep calls, enquiries and project approvals together. Incoming calls and forms now update Pipedrive automatically, and new…
Case studyWhat we built
- Incoming calls
- Website enquiries
- Project approvals
- Creative & Digital Agency
Prospect
Prospect is a creative agency whose portfolio website needed a full rebuild. Its work is now presented through redesigned project pages, clear navigation and layouts that adapt automatically to…
What we built
- Portfolio
- Navigation
- Page movement
- Mobile browsing
Case studyProjects 1
- Furniture Rental
Plenish
Plenish offered furniture rental and rent-to-own subscriptions through its online shop. Its sales team needed shop orders and recurring payment dates in Pipedrive without copying them by hand.…
Case studyWhat we built
- Rental & shop orders
- Payment dates
- Subscriptions
- Checkout
- Management Consulting
Heckner | weclapp and HubSpot two-way sync
Heckner uses weclapp for commercial operations and HubSpot for sales. Staff had to keep customer details in step across both tools. Companies, contacts and products from won deals now update…
What we built
- Customer details
- Won sales
- Change history
- Ownership
Case studyProjects 1