Automated contract management
Automatic creation of clear contracts
Confirm a quotation with recurring products and the contract is created with the correct settings and products.
Automatic customer invoicing
Speed up the invoicing process by automating it after easily setting up your customers’ data. Accounting is automatically up-to-date, including invoice creation, validation, and payment encoding.
Attach an email template to a stage to get customers' feedback about services.
Automatic tax handling
Taxes are managed automatically in real time based on your settings for regions and rates.
Ongoing payments are dealt with automatically.
Send sales orders and contract management page directly to customers through secured URL access.
No login required
No need to log in or even to create an account on your website to browse contracts and quotations.
User-friendly customer portal
Give access to customers to all their data at a glance and in detail: running contracts; interactive quotes allowing customers to get in touch with the salesperson; orders; and invoices (pdf format).
Customers editing option
Let customers modify contact details, and fine-tune access rights to contract options as well. Display extra options customers can simply add or remove from the contract.
Let customers browse through all the details of their online contract: invoice address; recurrence; next invoice date; plan; options; payment.
Easy payment and customer invoicing
Let customers access automatic payments upon credit card registration and receive invoices by email automatically.
Contracts closable by customer
Customers can close the contract themselves and provide a reason for their decision.
No data lost, ever
Information is safely stored, even when a payment doesn’t go through.
Analytics and forecasts
Monthly Recurring Revenue
New, Churned, Expansion, Down and Net New MRR. Automatic recognition of revenues as they incur.
Understand your business’ growth
Forecasted annual MRR growth and forecasted annual contracts growth.
Customer churn analysis
Track the reason why you lose customers.
Net and Non-recurring revenue, Average revenue per contract, Annual run-rate, Lifetime value, Logo churn, Revenue churn and Contracts.
Track your customer retention rate with customizable cohort analysis.
Sales performance analysis
Analyze per Salesperson
Examine each sales team member’s impact on your MRR for New, Churned, Expansion, Down and Net New MRR per Salesperson.
Sales life made easier
Save time by creating and use contract templates for your most frequent scenarios.
Set up billing scenario
Supports price lists, discounts and units of measure.
Set up conditions on each subscription template in order to differentiate your subscriptions in good health or in bad health.
Manage customer access
Self-subscription & management from the customer portal (grant different access rights to your users: restricted, upgrade only, upgrade and downgrade), define service options and setup fees.
Trigger customizable alerts (send emails, schedule an activity, update the subscription) as soon as a subscription raises one of your preset red flags.