What is the best option to set up monthly retainers

Asaf

Hi,
Can you please explain me how do i set up Pipedrive to count my clients monthly retainer?
Do i have to create a new deal every month?

Thanks

Axel

Hi @Asaf ,

For this you have :

Recurring Products (if you use Products) :

https://support.pipedrive.com/en/article/recurring-products

Or Recuring Revenue if you don't :

https://support.pipedrive.com/en/article/recurring-revenue-feature

No need to create new deals with this.

Does this answer your question ?

Axel

Asaf

Thank you!!!
Love your simple answer

Asaf

BTW, are there any recommendations when to use it without a product?
Something im not aware of right now..?

Thanks again

Axel

You're welcome !

If you already use products and it covers your needs keep it like this.

Some companies don't use products because it doesn't exactly fit how they sell