CRM Project

OSI · Service System

OSI is a B2B enterprise company providing supply chain management, order processing, and sales operations solutions. Metawork designed and built a comprehensive lead enrichment and order processing system that connects HubSpot CRM to multiple data sources (Zerobounce, Apollo, Sales Navigator, landing pages) and custom inventory systems. The platform automates the complete lifecycle from inbound lead capture through enrichment, qualification, opportunity creation, and order processing with dynamic pricing and cost calculation.

Duration 5 days

Tasks 5

Recently touched

2026-04-22 David / Checkin Done
2026-04-22 Build the HubSpot workflow to auto-associate contacts based on `SO contact type`. Open
2026-04-21 Create a shared Git repository for the asset/contract management project. Open
2026-04-21 Systain OS Project Done
2026-04-21 Fwd: Systain OS Project Done