OiO.lk Community platform!

Oio.lk is an excellent forum for developers, providing a wide range of resources, discussions, and support for those in the developer community. Join oio.lk today to connect with like-minded professionals, share insights, and stay updated on the latest trends and technologies in the development field.
  You need to log in or register to access the solved answers to this problem.
  • You have reached the maximum number of guest views allowed
  • Please register below to remove this limitation

So I have a SAAS and it is not fully automated [closed]

  • Thread starter Thread starter Sion C
  • Start date Start date
S

Sion C

Guest
I run a DASHBAORD to run my software, the dashboard is on Django + Python.

I Also have a WordPress website for visitors.

I Also have a CRM on Airtable which is like clients database (CRM), it also holds(and create) pending payments requests.

Each clients have a User and under the user he has Accounts running, he pay By usage, mean each day the account is running - he pay.

As for now, we go one by one on the CRM pending payments requests (created in a script on Airtable according the clients start date) and charge the clients monthly, some clients get charged automatically but it need to be filled by a worker manually on Airtable.

The onboarding process of client payment: Add Manager to CRM - this will create a user on dashboard. add Profile to CRM linked to manager - will will create an Account on Dashboard. Create a new user on payment gateway (some local one) add the credit card to the created user setting reoccurring payments according the CRM start date. we send client dashboard user&pass so he can have access to software.

I want to have it all automatic. some Questions:

  1. should I ditch CRM and only process payments on the dashboard side ?
  2. Is it a good idea to have both Airtable and Dashboard to manage Accounts + users, now each User and Account found on both:

enter image description here Managers are Users on the DASH. Profiles are accounts on the DASH.

I really want to have a client getting our service from dashboard only, should I just update the data on the CRM let say:

  1. client signup on DASH, A user get created on DASH and on CRM a manager is with the same unique name,
  2. Client add Account on DASH - an account on Dash and a Profile on CRM both linked to User/ Manager.
  3. Client add a credit card on DASH, CRM get updated with card token.
  4. Create a smart way to charge the client from the dashboard side in automatic way

is it correct way to hold some of the data (and also to have it duplicated) on dashboard and external crm?
<p>I run a DASHBAORD to run my software, the dashboard is on Django + Python.</p>
<p>I Also have a WordPress website for visitors.</p>
<p>I Also have a CRM on Airtable which is like clients database (CRM), it also holds(and create) pending payments requests.</p>
<p>Each clients have a User and under the user he has Accounts running, he pay <strong>By usage</strong>, mean each day the account is running - he pay.</p>
<p>As for now, we go <strong>one by one</strong> on the CRM pending payments requests (created in a script on Airtable according the clients start date) and charge the clients monthly, some clients get charged automatically but it need to be filled by a worker manually on Airtable.</p>
<p>The onboarding process of client payment:
Add Manager to CRM - this will create a user on dashboard.
add Profile to CRM linked to manager - will will create an Account on Dashboard.
Create a new user on payment gateway (some local one)
add the credit card to the created user
setting reoccurring payments according the CRM start date.
we send client dashboard user&pass so he can have access to software.</p>
<p>I want to have it all automatic.
some Questions:</p>
<ol>
<li>should I ditch CRM and only process payments on the dashboard side ?</li>
<li>Is it a good idea to have both Airtable and Dashboard to manage Accounts + users, now each User and Account found on both:</li>
</ol>
<p><a href="https://i.sstatic.net/AJv3Cwf8.png" rel="nofollow noreferrer"><img src="https://i.sstatic.net/AJv3Cwf8.png" alt="enter image description here" /></a>
Managers are Users on the DASH.
Profiles are accounts on the DASH.</p>
<p>I really want to have a client getting our service from dashboard only, should I just update the data on the CRM let say:</p>
<ol>
<li>client signup on DASH, A user get created on DASH and on CRM
a manager is with the same unique name,</li>
<li>Client add Account on DASH - an account on Dash and a Profile on CRM both linked to User/ Manager.</li>
<li>Client add a credit card on DASH, CRM get updated with card token.</li>
<li><strong>Create a smart way to charge the client from the dashboard side in automatic way</strong></li>
</ol>
<p>is it correct way to hold some of the data (and also to have it duplicated) on dashboard and external crm?</p>
 

Latest posts

I
Replies
0
Views
1
impact christian
I
Top