Clients with Multiple Subscription Dates

Smart CRM & Sales Hub CRM
1

Hi Team,

We are a software company, historically we have only sold one product to our clients with a set number of licences and subscription dates.

We are looking to launch a few more products in the coming months. The new products will mean that our clients will likely have ‘Sub-Clients’ and multiple subscription end dates, there will potentially be 30 Subscription end dates for a client.

What would be the best way to store and report on these clients?

2

Hi @TMacGinnis,

This is a common use case for custom objects: Create and edit custom objects

By using a custom object, each subscription would have its own record and could be associated to a client. That way, subscriptions aren’t “flattened” on the company object into one or multiple date fields.

Have a look and let me know if you have follow-up questions!

Best regards!