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CRM Project

OD Solutions · Support 2025

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 to EasyBill invoicing and Asana project management, plus building specialized workflows for their Kanzleistelle (law office consulting) division. The company now runs on a unified platform that automates lead qualification, contact lifecycle, invoicing, ticket routing, and campaign tracking across all business units.

Duration 21 months
Tasks 469
Meetings 44
Looms 59

Support is the primary operational project for OD Solutions, managing ongoing platform stability, feature iteration, and break-fix across the entire HubSpot, EasyBill, and Asana ecosystem. The project tracks 464 tickets covering data quality, automation reliability, feature enhancements, and stakeholder communication.

What was built

Core responsibilities include weekly monitoring of all Make.com scenarios to detect and resolve breaks before they impact the business; rapid response to invoice generation failures, contact sync errors, and Asana ticket creation issues; and iterative refinement of the EasyBill document generation pipeline. The team manages critical workflows: handling duplicate customer detection at EasyBill, fixing contact archival processes, implementing new invoice logic for recurring billing, and validating proper field mappings.

Key initiatives involve the Kanzleistelle law firm consulting integration (building separate ticket pipelines and customer folder storage), contact deprecation workflows (reviewing and cleaning up inactive records), and system health monitoring through weekly analytics and error analysis. The team coordinates with Nadine, Alona, and other stakeholders to understand feature requirements, validate deployments, and ensure technical constraints are communicated clearly.

Data integrity work spans contact deduplication, lead stage validation, workflow error remediation, and building safety nets to prevent downstream issues. Regular communication ensures the operations and sales teams understand what automation can and cannot do, allowing them to adjust their processes accordingly.

Recently touched

  • 2026-04-22 KS: Partner-status firms still receiving acquisition emails In Progress
  • 2026-04-22 Lastenheft: HubSpot workflow for Raoul's request (row 2) In Progress
  • 2026-04-22 Further request KS.de (assignment task) Open
  • 2026-04-21 Mail sending and onboardings In Progress
  • 2026-04-21 Question Kanzleistelle cold outreach emails Open

Other projects in this case study

  • EasyBill + Asana

    EasyBill + Asana integration enables OD Solutions to automate the complete workflow from deal closure to invoice delivery to task execution. When a deal is won in HubSpot, a Make.com scenario…

    Read case study
  • Kanzleistelle

    Kanzleistelle is a specialized division project for OD Solutions' law office consulting services. The project implements a dedicated pipeline and workflow system within HubSpot that handles the…

    Read case study
  • HubSpot Improvements

    HubSpot Improvements is the foundation project establishing OD Solutions' CRM core, lead lifecycle automation, and ongoing system health. The project implements a comprehensive lead qualification…

    Read case study