What was built
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 operational tool.
| Area | Description |
|---|---|
| Licence data exchange | Licence records exported out of EGroupware into the Pipedrive licence pipeline |
| Field agreement | Export fields and target structure confirmed with the client's technical lead before the sync was switched on |
Tech stack
| Technology | Role |
|---|---|
| Pipedrive | Licence pipeline, renewal visibility |
| EGroupware | Source of the licence data |
| Make.com | The export scenario |
Project stats: 2 tasks, split out of the original onboarding project.
Zuletzt bearbeitet
- 2026-09-04 License Data Exchange Open
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.
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- Two invoicing paths
- Approval gates
- sevDesk contact helper
- Tax handling
- Address resolution
- Payment sync
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.
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- Data import
- Net revenue calculator
- Quote & invoice templates
- Legacy numbering
- Deliverability
- Activity handling
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…
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- Data import
- Pipelines
- Quotes & invoices
- Product line items
- Net revenue reporting
- Calendar & mail