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CRM

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 territories, handle both regular and credit customers with different invoicing models, and operate their business through Business Central (accounting), Pipedrive (CRM), and manual spreadsheet-based inventory and shipping systems. Metawork built a Pipedrive onboarding system to streamline lead management, deal tracking, product variants, multi-currency pricing, and email coordination across their distributed sales team.

Duration 9 months
Tasks 45
Meetings 10
Looms 12
Scenarios 7

Recently touched

  • 2026-02-27 BC Integration: Definition Open
  • 2026-02-12 Update form and automation Done
  • 2026-02-10 Wholesale customer order form Done
  • 2026-02-10 Wholesale customer order form Done
  • 2026-01-14 NZD Value on deals Done

What we built

66hours
45tasks
7Make scenarios
9 monthsduration
  1. 01

    CRM Foundation

    Pipedrive setup with consolidated deal pipeline, lead inbox, activity-based workflow, multi-region support

  2. 02

    Deal & Organization Fields

    Custom fields for store type, payment terms, VAT %, invoice tracking, purchase orders, preferred carriers; product variants with regional pricing

  3. 03

    Email Setup

    Territory-based email accounts, team inbox for order management, email forwarding from legacy domains, shared inbox sync for multi-rep territories

  4. 04

    Web Forms

    Regional lead capture forms with A/B testing, activity tracking, source fields for campaign attribution

  5. 05

    Product Management

    Product variants (single items and packs), multi-currency pricing by region, product sync framework

  6. 06

    Automation Foundation

    Currency auto-assignment by organization country, email activity tracking setup, Pipedrive integration patterns

  7. 07

    Reporting

    Insights dashboard setup, year-on-year reporting structure, activity dashboards for team visibility

  8. 08

    Business Central Integration (Phase 2)

    Discovery and planning for Zapier-based Business Central sync (invoice creation, payment tracking, customer card sync)

Projects

  • Pipedrive Onboarding

    MACVAD's challenge was a cluttered Pipedrive setup with multiple overlapping pipelines, fragmented deal data, and manual processes scattered across spreadsheets. The sales team lacked visibility into…

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