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CRM Aerospace

Astos | Pipedrive to sevdesk invoicing

Astos Solutions builds mission-analysis and flight-dynamics software for the space industry. Metawork set up their Pipedrive CRM and automated the money side of it: won deals with installment schedules produce sevdesk invoices at the right milestone, behind approval gates, and payments flow back into Pipedrive without manual reconciliation.

Duration 7 months
Tasks 91
Meetings 20
Industry Aerospace

Recently touched

  • 2026-09-06 [sevdesk] Recurring software subscription billing via Billing Frequency field Open
  • 2026-09-04 PD- sevdesk - Projects/Tally In Progress
  • 2026-09-04 Log sevdesk invoice/payment events into Invoice activity note (frontmatter format) In Progress
  • 2026-09-04 Deal field "Amount Paid" — idempotent recalculation from paid Invoice-activities Open
  • 2026-09-04 Write sevdesk invoice number and PDF back to Pipedrive on draft-to-open transition In Progress

What we built

82hours
91tasks
7 monthsduration
  1. 01

    CRM foundation

    Migration onto Pipedrive: address and deal data imported from the legacy export, pipelines for the engineering and licensing sides, quote and invoice templates, product line items

  2. 02

    Net revenue

    Net-revenue uses Pipedrive's calculated field to simplify reporting

  3. 03

    Installment invoicing

    A won deal with no payment schedule produces one sevdesk invoice; a deal with installments runs a milestone workflow where each installment becomes its own invoice

  4. 04

    Approval gates

    A status gate before each milestone and an invoice-release gate after it, both collected through a form, so nothing invoices before the work is confirmed

  5. 05

    sevdesk plumbing

    Shared helper that searches, creates or updates the sevdesk contact; tax rules derived rather than typed; billing address sync

  6. 06

    Payment sync

    Payment receipts monitored and synced back to Pipedrive, so the paid state of each installment is visible where sales works

  7. 07

    License data

    License data exported from eGroupware into the Pipedrive license pipeline, making renewals visible as commercial records

Projects

  • Invoicing & Payments

    Engineering and software contracts are rarely paid in one go, so this is an installment-driven invoicing engine between Pipedrive and sevDesk rather than a won-deal-creates-invoice hook.

    What we built

    • Two invoicing paths
    • Approval gates
    • sevDesk contact helper
    • Tax handling
    • Address resolution
    • Payment sync
    Read case study

  • License Management

    The licensing half of the Astos engagement: making software licences visible as commercial records so renewals are something the sales side can see and act on, rather than a list living in an…

    What we built

    • Licence data exchange
    • Field agreement
    Read case study

  • License Sync

    The original Astos onboarding project, which the invoicing and licence streams were later split out of. It carries the CRM foundation work and the reporting that the commercial side runs on.

    What we built

    • Data import
    • Net revenue calculator
    • Quote & invoice templates
    • Legacy numbering
    • Deliverability
    • Activity handling
    Read case study

  • CRM Onboarding

    The move onto Pipedrive for a German space-software company: getting the legacy CRM data in, shaping pipelines around how engineering and licensing actually sell, and making the commercial paperwork…

    What we built

    • Data import
    • Pipelines
    • Quotes & invoices
    • Product line items
    • Net revenue reporting
    • Calendar & mail
    Read case study