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CRM

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 solutions (88% of revenue). Metawork built a Pipedrive CRM system integrated with their Xentral ERP to centralize deal tracking, automate data synchronization, and enable proactive customer reactivation campaigns.

Duration 3 months
Tasks 19
Meetings 12
Looms 2
Scenarios 8

Recently touched

  • 2026-04-17 Impromptu Google Meet Meeting Done
  • 2026-04-15 Create Make AI agent: sales assistant Done
  • 2026-04-15 Create Make AI agent: summarizer Done
  • 2026-03-26 RoofTech / Onboarding 8 Done
  • 2026-03-18 Impromptu Google Meet Meeting Done

What we built

47hours
19tasks
8Make scenarios
3 monthsduration
  1. 01

    Pipedrive CRM Setup

    Sales-focused deal pipeline configured for quote and order tracking, contact/company database for 3,500+ prospects, email and calendar integrations with Microsoft 365

  2. 02

    Xentral ERP Integration

    Bidirectional sync: Pipedrive contacts/companies push to Xentral as addresses; Xentral quotes and orders sync back as Pipedrive deals with values and direct links

  3. 03

    Initial Data Import

    Comprehensive migration of 3,500+ companies, 2,700+ contacts, historical quotes and orders from Xentral to Pipedrive with field mapping and data cleaning

  4. 04

    Automated Workflows

    Deal creation triggers on new/updated Xentral quotes and orders; contact save action pushes to Xentral with ID tracking; on-site appointment scheduler with travel buffers

  5. 05

    Lead Follow-up Automation

    Web calculator leads tagged with `WN` label trigger 1-day delayed email and task assignment; customer reactivation sequences target ~2,700 inactive accounts with multi-step email campaigns

  6. 06

    Contact Categorization

    Label-based segmentation (`Absturzsicherheit`, `Customer`, `Warmlead`, `Lead`) enables targeted outreach; complex Pipedrive filters support English and German campaign versions

  7. 07

    Microsoft 365 Integration

    Two-way calendar sync, Teams integration for activity logging, automated scheduling with Calendly-style booking link

  8. 08

    Make.com Automation

    Multi-scenario orchestration for Xentral-Pipedrive sync, lead routing, and email campaign delivery

Projects

  • CRM Onboarding

    Pipedrive CRM implementation for RoofTech, a German roofing and fall protection manufacturer. The project centralized sales tracking across the company's hybrid business model—webshop orders and…

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