← Derek Rose
CRM Project

Derek Rose · Pipedrive Onboarding

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 collection by style code, inventory import orchestration, and ongoing support with advanced features like customer lifecycle tracking and AI-powered scoring.

Duration 6 months
Tasks 12
Meetings 14
Looms 3

GoogleSpreadsheet - Logins + Data Mapping

What was built

The Pipedrive onboarding project established the foundational CRM infrastructure for Derek Rose's sales operations. Work included configuring the Pipedrive instance with custom fields, deal pipelines (matching their sales stages), and activity tracking for calls and meetings. A key component was integrating Calendly with Pipedrive to automatically create and enrich deals from calendar bookings, pulling in attendee information and tracking deal progress through scheduled meetings.

The setup ensured that all customer interactions and deal stages could be tracked in Pipedrive, with automatic synchronization from Calendly bookings providing real-time visibility into the sales pipeline. This foundation enabled the subsequent image automation and inventory import projects to connect smoothly with the CRM data model.

Project stats: 12 tasks, 11 Loom videos, ~21h

Recently touched

  • 2025-02-11 Sacha Rose - Work Session Done
  • 2025-02-05 Calendly events: enrich with pipedrive data Done
  • 2025-02-04 Meeting DR#11 - After review CSV report - Quick call - DR-11 Done
  • 2024-10-10 [After Done] Updates with adding Microsoft Calendar + On Cacneled Calendly - Remove Activity + Calendar.Event - DR-1 Done
  • 2024-10-10 Add Break System - DR-1 Done

Other projects in this case study

  • Ongoing Support

    Ongoing Support covers the continuous operation and evolution of Derek Rose's Make.com automation stack from 2024 through present. The work spans three main areas: regular break recovery on the…

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  • JotForm + AI Agent

    We ran a scoped evaluation of JotForm's built-in AI agent feature to determine whether it could replace or reduce manual data collation work inside Derek Rose's existing Pipedrive and Make.com stack.

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  • Image Automation

    The Image Automation project automated Derek Rose's product image collection workflow by style code. The system retrieves product identifiers from Pipedrive deals, searches Microsoft…

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  • Automatic Imports

    Automatic Imports is Derek Rose's largest and most complex project: a sophisticated multi-scenario inventory import system that processes product catalog data from upstream sources and syncs it into…

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