Annual Subscriptions but with new deals
Our customers (see "contacts" on pipedrive) after a "deal" we have, they register to our services and pay for annual subscription, but then, they dont pay automatically every year, and sometimes, the amount changes, based on specific new needs/products.
So, every year we should send a reminder for renewal of their subscription for the same amount or different if they add/remove services. Sometimes, they need 2-3 follow-ups until they decide and pay (it means new "deals").
How can I create a recurring deal, which once it is "won", it will be automatically recreated/replicated after a year, so we can see that the services for this customer are expiring and send again a reminder for renewal?
Also, I guess we cannot use the "Recurring Revenue" feature, as we should contact them before they renew and start the procedure of a new "deal" (if they want to renew, add services or cancel)
Thank you for your advises/ideas!
Fabrizio Nicolosi_33821 Posts: 203edited May 2021 #2
My suggest is create a workflow that frigger when a deal become won, then do a action that create a new deal with all data of the first and with an expect close date in the next year.
Let me know if it’s clear.0