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MetaPipe
MetaHubCRM Implementation & Automation Case Studies
Pipedrive and HubSpot setups, sales automation, and custom CRM workflows delivered for real businesses.
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Bloombar Watches
Bloombar Watches is a UK-based luxury pre-owned watch retailer operating multiple web properties: the main e-commerce store (bloombarwatches.com), a Cartier-focused sell/consignment site…
What we built
- WooCommerce Website
- Pipedrive CRM
- Make.com Automation
- Automated Follow-up Sequence
- JotForm Sell Form
- WatchFinder Integration
- +3
Case studyProjects 5
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CARRY Products
CARRY Products is a subscription-based product company selling beverage containers and lifestyle accessories. Metawork completed their Pipedrive migration from Freshsales, full onboarding across all…
Case studyWhat we built
- Pipedrive Migration
- Onboarding
- Data Integration
- Automation
- Team Training
- Accounting
Dr. Schauer | CRM and a conversational Kanzlei stack
Kanzlei Dr. Schauer is a German tax and advisory firm. Metawork is rebuilding client acquisition in Pipedrive, from a qualification web form through classification to offer, and giving the team a…
What we built
- Lead capture
- Classification
- CRM structure
- Kanzlei MCP
- Sync and alerting
- Meeting notes
- +2
Case studyProjects 3
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Embark Law
Embark Law is a Swiss law firm for whom Metawork built a fully automated client mandate and billing system connecting three platforms: Pipedrive (CRM), Clockodo (time tracking), and Bexio…
Case studyProjects 4
- Publishing
Kommunalverlag | Media sales in HubSpot
Österreichischer Kommunal-Verlag sells advertising space across print and online titles in Austria and Germany. Metawork rebuilt legacy media-sales business in HubSpot: custom objects for issues,…
Case studyWhat we built
- Object model
- Capacity generator
- Quoting
- Cancellations
- Invoicing
- Migration
- +2
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Metawork.Studio
Running a boutique automation agency requires an ironclad internal operating
Case studyProjects 9
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Neuwagen Online GmbH
Neuwagen Online GmbH is a German automotive platform specializing in new vehicle sales and fleet management. Metawork provides comprehensive ongoing support for their Pipedrive CRM, Make.com…
What we built
- Lead Ingestion & Routing
- Pipedrive Sync
- AutoCRM Integration
- Data Quality
- Scenario Maintenance
- Portal Customization
Case studyProjects 2
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Railwayhero
Railwayhero is an international rail travel booking platform specializing in premium train journeys including The Ghan (Australian luxury train) and Rovos Rail (African luxury train). Metawork built…
Case studyWhat we built
- Pipedrive CRM Setup
- Multi-Train Support
- Lead Capture & Routing
- Booking Data Sync
- Advanced Automation
- Formula System
- +2
- Aerospace
Astos | Pipedrive to sevdesk invoicing
Astos Solutions builds mission-analysis and flight-dynamics software for the space industry. Metawork set up their Pipedrive CRM and automated the money side of it: won deals with installment…
Case studyWhat we built
- CRM foundation
- Net revenue
- Installment invoicing
- Approval gates
- sevdesk plumbing
- Payment sync
- +1
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CREATIO AG
CREATIO AG is a Swiss real estate development company. Metawork built a suite of AI-powered automation workflows connecting their email inbox (Missive), HubSpot CRM, Google Drive, and Notion —…
What we built
- Real Estate Deal Pipeline
- AI File Auto-Sorter
- Google Drive Integration
- Newsletter → Deals
- Missive → Notion
- Real Estate Parser
- +1
Case studyProjects 3
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OSI Global
OSI is a B2B enterprise company providing supply chain management, order processing, and sales operations solutions. Metawork designed and built a comprehensive lead enrichment and order processing…
Case studyWhat we built
- Lead Enrichment Pipeline
- Contact Lifecycle
- Company Intelligence
- Order Processing
- Lead Gen Landing Pages
- Pricing & Costing
- +1
- Home Improvement
South Florida Doors and Closets
South Florida Doors and Closets (SFDC) is a Florida-based home improvement business selling and installing custom doors, closets and interior storage systems. Metawork built a Pipedrive CRM ecosystem…
Case studyWhat we built
- Lead Management
- Sales Automation
- Data Integration
- Email & Communication
- Analytics & Monitoring
- Support & Optimization
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Stromeus
Stromeus is a German energy comparison and switching platform helping customers find the best electricity and gas tariffs. Metawork built three interconnected systems: a real-time tariff calculator,…
What we built
- Tarifrechner (Tariff Calculator)
- Pipedrive Sales Pipeline
- JustCall Integration
- Commission Management
- Sales Operations
- Ongoing Support
Case studyProjects 5
- Manufacturing
Creatingway | AI outbound on Pipedrive
Creatingway is a Shenzhen-based CNC machining and prototyping partner serving Western engineering teams. Over four years Metawork built their landing pages, onboarded them onto Pipedrive, and built…
What we built
- Lead supply
- AI copy per lead
- Sending
- Reply routing
- Stop-sync
- Earlier phases
Case studyProjects 3
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Derek Rose
Derek Rose is a UK luxury fashion brand specializing in high-end apparel and accessories. Metawork built a comprehensive Pipedrive-based CRM and order management system including automated image…
What we built
- Pipedrive Setup
- Image Automation
- Inventory Management
- Order Processing
- Calendly Integration
- Customer Lifecycle
- +1
Case studyProjects 6
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LeasingLama
LeasingLama is a German vehicle leasing marketplace connecting multiple vehicle leasing companies (including Volvo, Subaru, and others) with customers. Metawork built and maintained a complex…
Case studyWhat we built
- Ticket Integration
- Company & Contact Resolution
- Ticket Enrichment
- PDF Generation
- Vendor Coordination
- Email Management
- +4
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PraxisMachen
PraxisMachen (Mission Niederlassung — German coaching and consulting practices) needed comprehensive CRM automation for lead management, email marketing integration, and invoicing. Metawork built an…
What we built
- Pipedrive CRM Setup
- Email Marketing Integration
- Lead Intake Automation
- Invoicing Automation
- Make.com Scenarios
- 2025-2026 Support
- +1
Case studyProjects 2
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RoofTech
RoofTech is a German roofing and fall protection manufacturer operating a hybrid sales model: a self-service webshop (12% of revenue) and email-driven project sales for custom solutions (88% of…
What we built
- Pipedrive CRM Setup
- Xentral ERP Integration
- Initial Data Import
- Automated Workflows
- Lead Follow-up Automation
- Contact Categorization
- +2
Case studyProjects 2
- Financial Services
MIND | Pipedrive for M&A mandates
MIND Partners is a German M&A advisory that sells and buys companies on behalf of its mandates. Metawork onboarded them onto Pipedrive and automated the paperwork around a mandate: web-form intake,…
What we built
- Intake
- Mandate automation
- Investor database
- Document generation
- Onboarding
Case studyProjects 1
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OD Solutions
OD Solutions is a German B2B services company providing recruitment, consulting, and office services. Metawork redesigned and optimized their entire sales and operations stack, connecting HubSpot CRM…
Case studyWhat we built
- HubSpot Core Setup
- Lead Lifecycle
- EasyBill Integration
- Asana Integration
- Kanzleistelle Workflows
- Data Quality
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Tim von Loh (TVL)
Tim von Loh is a German vehicle leasing and fleet management company offering subscription-based mobility packages — covering tires, maintenance, and full-service vehicle leasing. Metawork built and…
Case studyWhat we built
- CRM & Automation
- Stripe Subscription System
- Marketing Website
- FleetHub Landing Page
- Offer/Pricing Page
- Webportal
- +2
- Insurance
InsuroLink | Pipedrive rebuild and migration
InsuroLink is a German insurance provider whose sales pipelines do not fit an out-of-the-box CRM. Metawork rebuilt their Pipedrive workspace, classified and moved 3,510 historical deals into it,…
What we built
- Migration
- Data hygiene
- Pipelines
- Booking automations
- Contact tracking
- Monitoring
Case studyProjects 1
- Staffing & Recruiting
hiyer
hiyer is a German network for Personalberatungen, connecting companies with executive-search recruiters so specialist mandates get filled faster. Metawork chose the sales stack for the launch and…
What we built
- Stack selection
- Pipedrive foundation
- Meeting scheduler
- Apollo integration
- Outreach workflow
- Lemlist & LinkedIn
- +2
Case studyProjects 1
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Immodea
Immodea is a Swiss co-working and flexible office space company managing multiple locations (ORBIZ brand). Metawork built and maintained a fully automated booking and invoicing platform connecting…
What we built
- ORBIZ Webflow Site
- Lead Capture & CRM
- Meeting Room Booking
- Billing & Invoicing
- Nexudus Portal
- Site Maintenance
Case studyProjects 5
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MACVAD
MACVAD is a distribution and retail company operating across multiple regions (Europe, Australia, New Zealand) with a complex sales and order management workflow. They manage multiple sales…
Case studyWhat we built
- CRM Foundation
- Deal & Organization Fields
- Email Setup
- Web Forms
- Product Management
- Automation Foundation
- +2
- information technology & services
Merlin Digital Solutions | Follow-ups from the call
Merlin Digital Solutions is a German digital agency running sales out of Pipedrive. Metawork reworked the account around how they actually sell: native automations for stage changes and no-shows, AI…
What we built
- Call to CRM
- AI follow-up
- Native automations
- Telephony
- Upsells
- Data quality
- +2
Case studyProjects 1
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Record Express
Record Express is a vinyl record and merchandise retailer offering shipping, quotation, and order management capabilities. Metawork built a complete integration connecting their e-commerce…
What we built
- Pipedrive Migration
- Checkout & Payments
- Shipping Integration
- Forms & Calculations
- Automations
- Admin & Analytics
Case studyProjects 2
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Centric Software
Centric Software is an enterprise PLM/retail software company that acquired two businesses — Contentserv and ShoppingFeed — each with their own CRM stack (HubSpot + Pardot for Contentserv; HubSpot…
What we built
- Discovery & Architecture
- Data & Logic Mapping
- HubSpot → Salesforce Sync
- Salesforce → HubSpot Sync
- Bulk Migration
- Notes & Campaign Attribution
Case studyProjects 2
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Zebra Embassy
Zebra Embassy is a venture capital or investment firm managing a portfolio of companies, tracking investor relationships, and coordinating deal workflows. Metawork built a HubSpot-based system to…
What we built
- Project (Portfolio Company) Management
- Investor/VC Tracking
- Task & Activity Automation
- Email-to-Project Linking
- Database Integration
- Team Collaboration
- +1
Case studyProjects 2
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TRC: The Resort Club
The Resort Club is a leisure hospitality company offering membership-based vacation bookings and club benefits. Metawork built and maintains their Heroku-to-Make.com migration — replacing legacy…
What we built
- Make.com Scenarios
- Pipedrive Deal Automation
- Booking Confirmation Workflow
- Member Envelope + Club Card Generation
- Activity Tracking
- Customer Care Automation
- +3
Case studyProjects 1
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LCMD
LCMD is a German leasing and fleet management company offering subscription-based mobility and maintenance packages. Metawork optimized their complex Pipedrive setup for recurring revenue management,…
What we built
- Pipedrive Optimization
- Subscription Management
- Deal Automation
- Quote System
- Stripe Integration
- Automation Infrastructure
- +1
Case studyProjects 3
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Doli Bottle
Doli Bottle is a specialty beverage brand focused on sustainable and healthy drink products. Metawork built a complete Pipedrive-based sales infrastructure including lead management, quote…
What we built
- Pipedrive Setup
- Lead Management
- Quote System
- Email Automation
- Lead Enrichment
- Advanced Workflows
- +1
Case studyProjects 2
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Unitedleads
Unitedleads is a financial brokerage platform managing contracts for mortgage/loan origination and lead referrals. Metawork built a comprehensive automation system connecting Salesforce CRM,…
What we built
- Contract Management
- Order Processing
- Commission Tracking
- Invoice Generation
- Salesforce Workflows
- Lead Management
- +1
Case studyProjects 1
- Services
Liquor License FL
Liquor License FL helps Florida businesses navigate the liquor license application process — a multi-step compliance workflow with county-specific variations and time-sensitive paperwork. Metawork…
Case studyProjects 1
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Smileforyou
Smileforyou is an orthodontics and dental clinic offering patient care, treatment planning, and appointment scheduling. Metawork built a comprehensive HubSpot ecosystem integrating appointment…
Case studyWhat we built
- Patient Management
- Appointment Scheduling
- Treatment Workflows
- Clinical Task Automation
- Insurance & Billing
- Email & Communication
- +1
- E-Learning
Intugrace | Elopage and HubSpot
Intugrace is a German online-course business that sold and billed through Elopage. Metawork migrated the whole operation from Zendesk and ActiveCampaign onto HubSpot, built sync of subscriptions and…
What we built
- Elopage
- Invoice edge cases
- HubSpot CRM
- Landing pages
- Support consolidation
- Nonpayer handling
- +1
Case studyProjects 1
- Hospitality
Resort Club
The Resort Club is a US-based membership travel company offering vacation bookings and club benefits to members.
Case studyProjects 1
- Case study
Projects 2
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Plenish
Plenish is a UK-based plant-based drinks brand producing oat milk, cold-pressed juices, and health beverages. Metawork provided WooCommerce plugin development and support for their subscription-based…
What we built
- WooCommerce Plugins
- Subscription Management
- E-commerce Fixes
- Pipedrive CRM Integration
- Security & Performance
- Testing & Optimization
Case studyProjects 2
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Heckner | weclapp and HubSpot two-way sync
Heckner runs commercial operations in weclapp and sales in HubSpot. Metawork built a two-way sync between the two in Make.com so companies, contacts and the products from won deals stay aligned…
What we built
- Field mapping
- Company and contact sync
- Product write-back
- Update logger
Case studyProjects 1