View Upcoming Expiring Subscriptions

Jennifer_18901
Jennifer_18901 Posts: 9
First Anniversary
edited July 2022 in Ideas and Product Feedback #1

Hi, 

Is there a way to view upcoming expiring subscriptions of won deals or view the list of all deals and sort by subscription expiry date? This would help me determine which deals to try to renew. 

I'm new to pipedrive so appreciate the help as I'm learning my way around the CRM.

 

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  • Jason Prosnitz
    Jason Prosnitz Posts: 18
    edited November 2020 #2

    I agree this would be useful. I ended doing something not ideal and even with a workflow, still requires me to look at subscription vs used to trigger it. (The automation simply creates a new deal when I move the deal from one won stage to the final won stage - like I said, not ideal and reactive vs pro-active)

    I’m new enough that maybe I’m missing something - but this also ties back to not bringing the product catalogue into full use with the rest of Pipedrive features (IMHO). I’ve got to believe, however, that the PM team at PipeDrive hasn’t missed this (it’s an obvious re-engagement usecase). So yeah - would love to know the plan as well.

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited November 2020 #3

    Hi @Jennifer Stannard 

    You should be able to add the subscriptions to the deals in Pipedrive and view them in the insights reports as discussed here: https://support.pipedrive.com/hc/en-us/articles/360006765278-Recurring-Revenue-feature-#C3

    On the reports you can narrow down what churn is upcoming and approach these customers to renew with you.

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