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← PraxisMachen
CRMAutomation Project Healthcare Consulting

PraxisMachen · Ongoing Support

This project keeps the practice teams’ customer records, emails and billing working together. It maintains the original setup and adjusts invoice and course handling when the team’s needs change.

Duration 12 months
Tasks 58
Meetings 46

This project keeps the practice teams’ customer records, emails and billing working together. It maintains the original setup and adjusts invoice and course handling when the team’s needs change.

What was built

  • Maintain email tracking between Brevo and Pipedrive.
  • Improve EasyBill invoice handling.
  • Save customer email and phone details in EasyBill when creating invoices.
  • Support sending one time invoices by email.
  • Adjust how customer course access is added or removed.
  • Give the team action buttons for routine steps in their process.

Recently touched

  • 2026-06-09 Add action "Enable courses" Done
  • 2026-05-29 Automation adjustment for enabling user courses Done
  • 2026-05-27 [v2] Easybill Integration Improvements Done
  • 2026-05-16 One-time invoices to be sent via email Done
  • 2026-05-16 Fwd: Einmalige Rechnungen über Mail versenden Done

Other projects in this case study

  • CRM Onboarding

    This project connects the practice teams’ enquiries, email follow up and invoices through Pipedrive. Form submissions create customer records automatically, while email engagement and approved sales…

    Read case study

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