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Solo Revenue Back Office - Salesforce

by recued-core v1 app_pack 10 views

Use Solo Revenue Back Office - Salesforce in Recued for cold start, CRM, stripe, and billing. It includes 18 ready-to-run workflows and 4 related packs in one install.

What this pack installs

Included recipes 21 pinned recipes

This pack installs the complete recipe workflow together. 3 supporting recipes run as background automation.

Use “Open deals by stage (any CRM)” in Recued. Group your open CRM deals by stage — per-stage count, total and average value.

crmdealpipelinereporting
by recued-core pinned v1

Use “Open-pipeline forecast (any CRM)” in Recued. Roll your open CRM pipeline into one forecast card: open-deal count, raw pipeline value (sum of amounts), and the vendor's committed forecast (sum of forecast amounts).

crmdealforecastpipeline
by recued-core pinned v1

Use “Top open deals by value (any CRM)” in Recued. Rank your open CRM deals by amount and show the top slice as a table — name, owner, stage, value.

crmdealpipelinereporting
by recued-core pinned v1

Use “Contacts by lifecycle stage (any CRM)” in Recued. Segment your CRM contacts by lifecycle stage and show per-stage counts as a table, largest first. Works with HubSpot or Salesforce contacts after setup (both services use a common lifecycle stage).

crmcontactsegmentationreporting
by recued-core pinned v1

Use “Contacts missing a phone number (any CRM)” in Recued. Find CRM contacts with no phone number on file and show the count plus a follow-up table (email, lifecycle stage, owner). The missing-phone filter runs server-side in the CRM.

crmcontactdata-hygienereporting
by recued-core pinned v1

Use “Preview CRM contact maintenance (any CRM)” in Recued. It provides a read-only maintenance queue for contacts missing a phone number. Changes remain behind Recued's approval controls.

crmcontactdata-hygienemaintenance
by recued-core pinned v1
Show all 21 recipes

Use “Apply CRM contact phone maintenance (any CRM)” in Recued. It runs the CRM maintenance write with approval before changes are made. It reads information without changing data in the connected service.

crmcontactdata-hygienemaintenance
by recued-core pinned v1

Use “Account portfolio summary (any CRM)” in Recued. Summarize your CRM book of business in one card: account count, total annual revenue, and total headcount.

crmaccountportfolioreporting
by recued-core pinned v1

Use “Top accounts by revenue (any CRM)” in Recued. Rank your CRM accounts by annual revenue and show the top slice as a table — account, domain, industry, revenue.

crmaccountreporting
by recued-core pinned v1

Use “Refresh deal health score (Salesforce)” in Recued. Reactive AI producer. It uses the connections and settings you choose when you run it.

salesforceopportunitydealhealth
by recued-core pinned v1

Use “Invoice recovery exceptions - Stripe” in Recued. It provides a read-only Stripe invoice recovery exception queue.

billingstripeinvoice-recoveryrecovery-exceptions
by recued-core pinned v1

Use “Send approved Stripe invoice recovery exception” in Recued. It completes the approved the Stripe invoice recovery exception queue workflow. Changes remain behind Recued's approval controls.

billingstripeinvoice-recoveryrecovery-exceptions
by recued-core pinned v1

Use “Payment exceptions - Stripe” in Recued. It provides a read-only payment exception queue for Stripe.

billingstripepaymentspayment-exceptions
by recued-core pinned v1

Use “Send approved Stripe payment exception follow-up” in Recued. It completes the approved the Stripe payment exceptions queue workflow. Changes remain behind Recued's approval controls.

billingstripepaymentspayment-exceptions
by recued-core pinned v1

Use “Customer cleanup - Stripe” in Recued. It provides a read-only Stripe customer cleanup queue.

billingstripecustomer-cleanupdata-hygiene
by recued-core pinned v1
Stripe billing resolution watcher
Background automation

Use “Stripe billing resolution watcher” in Recued. It checks saved items on a schedule and updates them when the connected service reports a final status.

billingstripeinvoice-recoveryrecovery-exceptions
by recued-core pinned v1

Trust & control

What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.

Data it touches

Warehousedata.connectiondata.enrichmentdata.maildata.shareddata.billing

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Tags

pack:solo-revenue-back-officesoloone-person-companycold-startcrmsalesforcestripebillingbilling-back-officecrm-maintenancecashflowrevenuev3