How Can CRM Features Boost Your Team's Productivity?
Exploring how CRM features can significantly enhance your team's productivity by optimizing workflows and improving customer interactions.
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2026-09-01
Solution example Automation
Subscriptions that charge, invoice and remind by themselves
Card or BLIK recurring payments, an invoice for each charge, retries for failed cards and access that closes automatically when payment stops.
- Client
- Typical client: online school or service with 600 subscribers
- Timeline
- 2–3 weeks
- Year
- 2026
600
active subscriptions
14
payments retried this month
600
subscribers on autopay
1:1
invoice for every charge
3
retries for a failed card
This is a solution example: it shows how we would build it for a typical client. The figures are targets we agree on before the work starts, not results of a specific client.
Before and after
BeforeAfter
PaymentBefore Manual transfer each monthAfter Charged automatically
InvoicesBefore In a separate programAfter Issued with each charge
AccessBefore Opened and closed by handAfter Follows the payment
The problem
Subscribers pay by manual transfer every month, half forget, access is opened and closed by hand, and invoices are made in a separate program.
How we solve it
- 01Recurring payments by card or BLIK through a payment provider
- 02An invoice issued automatically for every charge
- 03Failed payment → retry and a friendly message to the subscriber
- 04Access to lessons or the service follows the payment status
How it works
In
SubscribersPlans and pricesBilling
Charge, retry, invoice
Result
InvoicesAccess in the servicePayment messagesHow the work goes
- 12 days
Plans
Prices, periods, trials and what happens when payment fails.
- 21–2 weeks
Billing
Payment provider, invoices, retries and access rules.
- 31 week
Migration
Current subscribers invited to switch to autopay.
What the client gets
- Payments arrive on time without reminders by hand
- Every charge has its invoice
- Access is always in line with payments
Technologies
- Stripe / Przelewy24 / LiqPay
- KSeF / PRRO
- Laravel
- LMS API
Related services
What we need from you
Everything else is on us. You see progress after each stage and pay after accepting it.
- A payment provider account (we help open one)
- Plan prices and the rules for failed payments
- Access to the course platform or service
Want the same for your business?
Describe the task in your own words. We'll reply with questions or a plan and name the price and deadline before we start.
More cases
All cases →- 1Client writes to @tansecure
- 2Service receives it
- 3Card with AI draft
- 4“Send” in the group
- 5Reply from @tansecure
Our project Automation
The company Telegram account answered from the team group
Private messages to @tansecure arrive as cards with an AI draft; the approved reply goes out from the company account, and replies sent from the phone close the card.
≈5 sfrom message to card
Read the case+18%
revenue vs last week
3
unpaid invoices
Solution example Automation
Owner dashboard: sales, ads and cash on one screen every morning
Data from CRM, bank, ads and accounting is collected automatically, and a summary arrives in Telegram at 8:00.
5sources in one report
Read the case- FV/10/2026/118 · paid · matched
- FV/10/2026/119 · paid · matched
- FV/10/2026/120 · sent to e-invoice system
- FV/09/2026/097 · 3 days overdue → reminder
Solution example Automation
400 invoices a month: issued, matched with payments and reminded automatically
E-invoices go out from the CRM, bank statements are matched to invoices every night, and polite reminders leave on day 3 and day 10 after the due date.
400invoices a month
Read the case
