CRM Implementation & Automation Case Studies

BISS is a multi-location dental practice chain in Germany, operating several practices including locations in Magdeburg and under the Rümeysa brand. Metawork built a complete automated data sync…

Stromeus is a German energy comparison and switching platform helping customers find the best electricity and gas tariffs. Metawork built three interconnected systems: a real-time tariff calculator,…

Centric Software is an enterprise PLM/retail software company that acquired two businesses — Contentserv and ShoppingFeed — each with their own CRM stack (HubSpot + Pardot for Contentserv; HubSpot…

Embark Law is a Swiss law firm for whom Metawork built a fully automated client mandate and billing system connecting three platforms: Pipedrive (CRM), Clockodo (time tracking), and Bexio…

LeasingLama is a German vehicle leasing marketplace connecting multiple vehicle leasing companies (including Volvo, Subaru, and others) with customers. Metawork built and maintains a complex…

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…

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…

PraxisMachen (Mission Niederlassung — German coaching and consulting practices) needed comprehensive CRM automation for lead management, email marketing integration, and invoicing. Metawork built an…

Tim von Loh is a German vehicle leasing and fleet management company offering subscription-based mobility packages — covering tires, maintenance, and full-service vehicle leasing. Metawork built and…

Zebra Embassy is a venture capital or investment firm managing a portfolio of companies, tracking investor relationships, and coordinating deal workflows. Metawork built a HubSpot-based system to…

Bloombar Watches is a UK-based luxury pre-owned watch retailer operating multiple web properties: the main e-commerce store (bloombarwatches.com), a Cartier-focused sell/consignment site…

CARRY Products is a subscription-based product company selling beverage containers and lifestyle accessories. Metawork completed their Pipedrive migration from Freshsales, full onboarding across all…

CREATIO AG is a Swiss real estate development company. Metawork built a suite of AI-powered automation workflows connecting their email inbox (Missive), HubSpot CRM, Google Drive, and Notion —…

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…

South Florida Doors and Closets (SFDC) is a Florida-based home improvement business selling and installing custom doors, closets and interior storage systems. Metawork built a Pipedrive CRM ecosystem…

The Resort Club is a leisure hospitality company offering membership-based vacation bookings and club benefits. Metawork built and maintains their Heroku-to-Make.com migration — replacing legacy…

Immodea is a Swiss co-working and flexible office space company managing multiple locations (ORBIZ brand). Metawork built and maintained a fully automated booking and invoicing platform connecting…

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…

Neuwagen Online GmbH is a German automotive platform specializing in new vehicle sales and fleet management. Metawork provides comprehensive ongoing support for their Pipedrive CRM, Make.com…

Railwayhero is an international rail travel booking platform specializing in premium train journeys including The Ghan (Australian luxury train) and Rovos Rail (African luxury train). Metawork built…

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…

LCMD is a German leasing and fleet management company offering subscription-based mobility and maintenance packages. Metawork optimized their complex Pipedrive setup for recurring revenue management,…

Record Express is a vinyl record and merchandise retailer offering shipping, quotation, and order management capabilities. Metawork built a complete integration connecting their e-commerce…

Doli Bottle is a specialty beverage brand focused on sustainable and healthy drink products. Metawork built a complete Pipedrive-based sales infrastructure including lead management, quote…

Unitedleads is a financial brokerage platform managing contracts for mortgage/loan origination and lead referrals. Metawork built a comprehensive automation system connecting Salesforce CRM,…

Smileforyou is an orthodontics and dental clinic offering patient care, treatment planning, and appointment scheduling. Metawork built a comprehensive HubSpot ecosystem integrating appointment…

Plenish is a UK-based plant-based drinks brand producing oat milk, cold-pressed juices, and health beverages. Metawork provided WooCommerce plugin development and support for their subscription-based…