Looking for forecasting tool connected to pipedrive

Martin Pecha_2338

Hi there!

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

 

Any recommendations?

 

Amit Sarda (AmitSarda.xyz)

You could try CausalHQ or UseSummit.