Can we automate adding new recurring revenue ?

Ludovic Maillard_37247
Ludovic Maillard_37247 Member Posts: 1
edited July 2022 in Workflow Automation #1

Hi, 

We are a sport leisure center and our billing is based on annual subscriptions. We'd like to track which "plan" our customers are on and when it expires. 

Is it possible to do that with the recurring revenue feature ?

Can we automate with a Pipedrive workflow to add a new subscription to a deal (including amount, start date, recurring cycle, ...) ? 
Any other solutions ?
Thanks

Comments

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    Photogenic First Anniversary First Comment
    edited May 2021 #2

    My suggest is creating a workflow automation that creates automatically a new deal every time you won a deal.

    You can put the expect close date in next year.

    So with this you can see an overview of all deals. You can also set a a field call “renewal” yes or not to filter all new deals.