← Astos | Pipedrive to sevdesk invoicing
CRM Projekt Aerospace

Astos | Pipedrive to sevdesk invoicing · CRM Onboarding

Wie Metawork die Ratenfakturierung zwischen Pipedrive und sevdesk für ein deutsches Raumfahrt-Softwarehaus automatisiert hat. ~74 Stunden und laufend.

Dauer 3 Monate
Tasks 19
Meetings 17

What was built

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 come out of the CRM rather than out of a template folder.

Area Description
Data import Address, contact and deal data imported from the legacy CRM export, in a planned sequence with a documented skip file for records that could not be resolved
Pipelines Separate pipelines for the engineering and licensing sides of the business
Quotes & invoices Quote and invoice templates built in Pipedrive so documents carry the same data as the deal
Product line items Products imported from the CRM export and attached to deals as line items
Net revenue reporting A net-revenue figure calculated from the line items rather than the deal header, so tax and discounts are handled correctly
Calendar & mail CalDAV to Microsoft 365 sync instructions for the team, plus mail deliverability fixes when Pipedrive mail landed in spam

Tech stack

Technology Role
Pipedrive CRM, pipelines, products, quotes
Microsoft 365 Mail and calendar for the team

Project stats: 19 tasks, ~9h, the onboarding phase of an engagement running since February 2026.

Zuletzt bearbeitet

  • 2026-06-05 License Data Exchange Open
  • 2026-06-02 Pipeline - Engineering - Automation & SEVDESK Open
  • 2026-05-20 Net Revenue reporting Done
  • 2026-05-06 Templates: Quotes and Invoices Done
  • 2026-04-27 Pipedrive questions and actions (forwarded) Done

Weitere Projekte dieses Kunden

  • 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.

    Was wir gebaut haben

    • Two invoicing paths
    • Approval gates
    • sevDesk contact helper
    • Tax handling
    • Address resolution
    • Payment sync
    Case Study lesen

  • 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…

    Was wir gebaut haben

    • Licence data exchange
    • Field agreement
    Case Study lesen

  • 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.

    Was wir gebaut haben

    • Data import
    • Net revenue calculator
    • Quote & invoice templates
    • Legacy numbering
    • Deliverability
    • Activity handling
    Case Study lesen