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← LCMD
CRMAutomation Project Construction Tech

LCMD · Subscription Sales Management

Pipedrive tracks trials, subscriptions and billing dates, with automatic updates when products or subscription details change.

Duration 7 months
Tasks 40

This project gives the team a clear view of recurring sales. Pipedrive follows subscriptions from trial to cancellation and updates related sales information automatically.

What was built

  • Track trials, active subscriptions, pauses and cancellations.
  • Update subscription details when products change.
  • Calculate expected closing dates from billing start dates.
  • Prepare quote templates for the sales team.
  • Connect sales information with invoice creation.

Recently touched

  • 2025-02-03 Deal automation: Subscription relevant fields - Updates Done
  • 2024-12-20 Deal automation: Subscription relevant fields Done
  • 2024-11-21 A: set testphase (date fields) field Done
  • 2024-11-21 A: if deal.label = Testphase gekündigt, mark deal as lost Done
  • 2024-10-29 Create Quote template to send out from pipedrive Done

Other projects in this case study

  • Subscription Operations Support

    Regular checks and fixes keep subscription changes, billing information and sales updates working for the team.

    Read case study

  • Stripe

    A small Stripe setup and demonstration helps the team understand payments and subscription management.

    Read case study

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