← Astos | Pipedrive to sevdesk invoicing
CRM Project Aerospace

Astos | Pipedrive to sevdesk invoicing · License Sync

How Metawork automated installment invoicing between Pipedrive and sevdesk for a German space-software company. ~74 hours and counting.

Duration 6 months
Tasks 25
Meetings 2

What was built

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.

Area Description
Data import Legacy CRM data and product line items imported into Pipedrive
Net revenue calculator Net revenue sourced from deal line items rather than the deal header, with the recalculation trigger reviewed beyond Won
Quote & invoice templates Document templates wired to deal data
Legacy numbering Angebotsnummer backfilled for open deals that predate the current numbering
Deliverability Pipedrive mail landing in the client's spam folder investigated and mitigated
Activity handling Bulk date shifting across a deal's activities when a project moves

Tech stack

Technology Role
Pipedrive CRM, deals, products, activities
sevDesk Invoicing, wired up in the follow-on project
Make.com Automation

Project stats: 25 tasks, ~13h.

Recently touched

  • 2026-08-24 Form: on "Move all" selection, shift due dates on all deal activities Open
  • 2026-07-14 Net-revenue calculator — source tax/amounts from deal line items (not deal-level) Done
  • 2026-07-09 Net Revenue reporting Done
  • 2026-07-05 Pipedrive emails landing in Astos spam (pure-HTML) — investigate + mitigate Done
  • 2026-06-17 PD- sevdesk - Projects/Tally Done

Other projects in this case study

  • 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

  • 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