OpenAI
Case studies using OpenAI
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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 a…
- Sales enquiries
- Project setup
- Project knowledge
- Client updates
- Team planning
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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 pr…
- Treatment records
- Billing proposals
- Next appointments
- Practice rules
- Patient privacy
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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…
- Sales follow up
- Invoicing
- Delivery tasks
- Documents
- Consulting sales
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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 Pipedr…
- Sales records
- Product images
- Orders
- Customer follow up
- Customer groups
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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, pro…
- Property enquiries
- Project folders
- Document review
- Meeting preparation
- Email follow up
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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…
- New contacts
- Outreach
- Replies
- Contact preferences
- Sales follow up
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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 record…
- Project progress
- Follow up tasks
- Company relationships
- Project updates
- Team workload