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Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Optimize Subscription Revenue with Stripe, Postgres and Gmail

Every day, the workflow analyzes Stripe and Postgres customer data for churn risk and upsell chances and sends targeted campaigns by Gmail.

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What it does

## Revenue Intelligence 📊 Automated campaigns: - High churn risk: Retention offers - High usage: Upsell campaigns - Low engagement: Re-activation - Healthy: Success stories

The steps

  1. Daily Revenue Analysis
  2. Revenue Settings
  3. Get Customer Analytics
  4. Analyze Revenue Opportunities
  5. Filter High Risk Customers
  6. Get Customer Details
  7. Send Retention Campaign
  8. Filter Upsell Opportunities
  9. Get Customer Details1
  10. Send Upsell Campaign
  11. Filter Re-engagement Needed
  12. Get Customer Details2
  13. Send Re-engagement Campaign

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