Looking for forecasting tool connected to pipedrive
I am researching financial tool with good interaction with Pipedrive. I have built it from scratch, but it needs some facelift and at the end, it would be better to outsource it.
I will clarify what are our issues:
- we have SaaS model
- we cannot use deal values or products as it differs, there are upsells etc.
What I need
- we store all info about subscription, invoicing details etc in custom fields within related organisation
- take custom field in pipedrive organisation and based on that perform forecasting and monitor monthly recurring revenue
- Be able to track upsells
What are my inputs
- start of contract (to track revenue)
- end of contract
- invoice date (to track cashflow)
- frequency of invoicing
- monthly amount that are paying