Recently touched
- 2026-02-24 Send video demo of advanced lead qualification system when ready (OSI) Done
- 2026-02-04 [Pipedrive v2] Make updates Done
- 2026-02-04 Help in rebuilding scenario + update the scenario in "hard placec" such as Line items and Make api calls with all new stuff with pd going on + Fix breaks Done
- 2026-02-04 Investigating the cause of the error after the v2 implementation Done
- 2026-02-03 "Creating a backup and making changes to the scenario Done
What we built
- 01

Pipedrive Optimization
Subscription deal configuration, product-based billing, recurring revenue tracking, quote template setup
- 02
Subscription Management
Lifecycle tracking (test phase, active, paused, cancelled), billing cycle automation, license update workflows
- 03
Deal Automation
Product-based deal updates, billing method automation, expected close date calculation from products
- 04
Quote System
EasyBill invoice integration, quote template generation, customer document delivery
- 05

Stripe Integration
Payment processing, subscription management, billing automation (minimal scope)
- 06
Automation Infrastructure
Make.com scenario architecture, webhook integration, queue-based processing, break recovery
- 07
Ongoing Support
Monthly monitoring, break fixes, automation optimization, new feature development
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