Company Brains & MCP Projects
Company knowledge and business tools connected to AI assistants for everyday work.
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- Health Care
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 2
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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 4
- Accounting
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 2
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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…
What we built
- Property enquiries
- Project folders
- Document review
- Meeting preparation
- Email follow up
- Website enquiries
Case studyProjects 2
- Finances
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,…
What we built
- Client intake
- Financial planning
- Client forms
- Advisor access
- Reports
Case studyProjects 3
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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 2
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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 2
- 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…
What we built
- Incoming calls
- Sales progress
- Follow ups
- Referrals
- Messages
- Ongoing care
Case studyProjects 1