Metabrain
MetaPipe
MetaHub
Pipedrive
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
Case studies using Pipedrive
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Metawork.Studio
Running a boutique automation agency requires an ironclad internal operating
Case study -
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 pla…
- ORBIZ Webflow Site
- Lead Capture & CRM
- Meeting Room Booking
- Billing & Invoicing
- Nexudus Portal
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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/consignmen…
- WooCommerce Website
- Pipedrive CRM
- Make.com Automation
- Automated Follow-up Sequence
- JotForm Sell Form
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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.…
- CRM & Automation
- Stripe Subscription System
- Marketing Website
- FleetHub Landing Page
- Offer/Pricing Page
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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-…
- **Pipedrive Migration**
- **Checkout & Payments**
- **Shipping Integration**
- **Forms & Calculations**
- **Automations**
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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…
- **Tarifrechner (Tariff Calculator)**
- **Pipedrive Sales Pipeline**
- **JustCall Integration**
- **Commission Management**
- **Sales Operations**
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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 pap…
Case study -
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), an…
Case study -
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…
- Lead Ingestion & Routing
- Pipedrive Sync
- AutoCRM Integration
- Data Quality
- Scenario Maintenance
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Heilberufeberatung
Heilberufeberatung advises doctors, dentists, and pharmacists on their financial futures. We built a custom Laravel financial forecasting app and a heavily customized Pipedrive CRM…
Case study -
Unitedleads
Unitedleads is a financial brokerage platform managing contracts for mortgage/loan origination and lead referrals. Metawork built a comprehensive automation system connecting Sales…
- **Contract Management**
- **Order Processing**
- **Commission Tracking**
- **Invoice Generation**
- **Salesforce Workflows**
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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 a…
- Pipedrive Setup
- Image Automation
- Inventory Management
- Order Processing
- Calendly Integration
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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 gi…
- Lead capture
- Classification
- CRM structure
- Kanzlei MCP
- Sync and alerting
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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 Pip…
- Lead supply
- AI copy per lead
- Sending
- Reply routing
- Stop-sync
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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…
- WooCommerce Plugins
- Subscription Management
- E-commerce Fixes
- Pipedrive CRM Integration
- Security & Performance
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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.…
- Pipedrive CRM Setup
- Email Marketing Integration
- Lead Intake Automation
- Invoicing Automation
- Make.com Scenarios
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Resort Club
The Resort Club is a US-based membership travel company offering vacation bookings and club benefits to members.
Case study -
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 trai…
- Pipedrive CRM Setup
- Multi-Train Support
- Lead Capture & Routing
- Booking Data Sync
- Advanced Automation
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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…
- CRM foundation
- Net revenue
- Installment invoicing
- Approval gates
- sevdesk plumbing
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American AllWaste
American AllWaste is a US-based waste management services company. We
Case study -
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 Pipe…
- **Lead Management**
- **Sales Automation**
- **Data Integration**
- **Email & Communication**
- **Analytics & Monitoring**
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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:…
- Intake
- Mandate automation
- Investor database
- Document generation
- Onboarding
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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…
- Pipedrive Optimization
- Subscription Management
- Deal Automation
- Quote System
- Stripe Integration
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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 — re…
- Make.com Scenarios
- Pipedrive Deal Automation
- Booking Confirmation Workflow
- Member Envelope + Club Card Generation
- Activity Tracking
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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 managemen…
- Pipedrive Setup
- Lead Management
- Quote System
- Email Automation
- Lead Enrichment
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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 solu…
- Pipedrive CRM Setup
- Xentral ERP Integration
- Initial Data Import
- Automated Workflows
- Lead Follow-up Automation
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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 onb…
- Pipedrive Migration
- Onboarding
- Data Integration
- Automation
- Team Training
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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 change…
- Call to CRM
- AI follow-up
- Native automations
- Telephony
- Upsells
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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 multi…
- CRM Foundation
- Deal & Organization Fields
- Email Setup
- Web Forms
- Product Management
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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…
- Migration
- Data hygiene
- Pipelines
- Booking automations
- Contact tracking
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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…
- Stack selection
- Pipedrive foundation
- Meeting scheduler
- Apollo integration
- Outreach workflow