Automate Contract Management for Seamless Customer Experience
Streamline your operations and enhance customer satisfaction with automated contract management features.
Automatic Contract Generation
Streamline the process from quotation to subscription with automatic contract creation upon confirmation of recurring product orders.
Effortless Contract Renewals
Ensure hassle-free renewals by securely storing customer payment information and automatically charging their preferred payment method upon renewal.
Seamless Invoicing
Automate the entire invoicing process, from creation to validation and payment encoding, ensuring accounting accuracy and efficiency.
Customer Feedback Automation
Gather valuable feedback from customers by sending automated surveys at strategic points in their subscription journey.
Efficient Tax Handling
Simplify tax management with real-time automation based on your company's location and tax settings.
Enhanced Customer Experience
Simplified Signups
Send quotations directly to customers via a secure URL, allowing them to confirm orders online without the need for login credentials.
User-Friendly Customer Portal
Empower customers with access to all their documents and contract details through an intuitive online portal.
Flexible Customer Editing
Enable customers to modify their contact information and adjust subscription contracts according to their preferences.
Transparent Overview
Provide customers with a clear overview of their contract details, including payment information and next invoice dates.
Convenient Payment Options
Offer customers the convenience of saving payment information for automatic processing and receiving invoices via email.
Self-Service Contract Management
Allow customers to close contracts themselves and provide reasons for closure, ensuring transparency and control.
Reliable Data Storage
Ensure data integrity and security with robust storage capabilities that safeguard information even in the event of failed payments.
Flexible Master Data
Create multi-level Bills of Materials
Create Sub-Assemblies Within Larger Bills of Materials to Efficiently Manufacture Product Components
Optional routing
Customize Work Order Routings to Sequence Production According to Your Manufacturing Process
Version changes
Empower Product Evolution and Customize Orders with Configurable Options
Kits
Utilize the Kit Feature to Offer Products Delivered as Component Sets for Assembly
Comprehensive Analytics and Forecasting
Insightful Revenue Analysis
Gain valuable insights into revenue trends, including new, churned, expansion, and net new Monthly Recurring Revenue (MRR).
Predictive Growth Analysis
Forecast annual MRR growth and contract growth to inform strategic decision-making and goal-setting.
Churn Rate Monitoring
Track and analyze customer churn rates to identify patterns and mitigate subscription losses effectively.
Robust KPI Tracking
Monitor key performance indicators such as revenue churn, average revenue per contract, and customer retention rates to optimize business performance.
Empower Your Sales Team
Unified Sales Processes
Efficiently manage one-time sales and subscriptions together, streamlining the sales process and maximizing revenue potential.
Online Payment Integration
Enable customers to confirm orders online using e-signature and online payment methods, enhancing convenience and efficiency.
Customizable Quotation Templates
Save time and streamline sales workflows with customizable contract templates tailored to your most common scenarios.
Flexible Billing Options
Configure pricelists, discounts, and recurrence periods to accommodate diverse customer needs and preferences.
Proactive Health Monitoring
Set conditions to identify subscriptions in good health and those requiring attention, enabling proactive management and support.
Automated Alerts and Actions
Trigger customizable alerts and activities based on predefined criteria, ensuring timely responses and proactive customer engagement.
Enhanced Customer Control
Grant customers varying levels of access rights to manage their subscriptions online, fostering transparency and autonomy.
Seamless Online Sales Integration
Offer subscriptions for sale directly on your website, providing customers with a convenient and intuitive purchasing experience