Recurring billing & subscriber management

More focused sales people are more productive. Let them focus on acquiring new customers.

Automated contract management

Simple features to manage subscriptions automatically

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.

Automatic tax handling: Taxes are managed automatically in real time based on your settings for regions and rates.

Automatic payments: Ongoing payments are dealt with automatically.

Customer Satisfaction

Easy signups: 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.

Easy payment and customer invoicing: Let customers access automatic payments upon credit card registration and receive invoices by email automatically.

Clear overview: Let customers browse through all the details of their online contract: invoice address, recurrence, next invoice date, plan, options, payment.

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

Save time on routine tasks and focus on growing revenue.

Monthly Recurring Revenue: Speed up your sales team with contract templates for your most frequent sales scenarios.

Customer Satisfaction: Let dissatisfied customers close contracts themselves and give you the reason for their decision or ask them to contact you first.

KPI tracking: Net and Non-recurring revenue, Average revenue per contract, Annual run-rate, Lifetime value, Logo churn, Revenue churn and Contracts.

Sales life made easier

Create templates: 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.

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.

Analyze per Salesperson: Examine each sales team member’s impact on your MRR for New, Churned, Expansion, Down and Net New MRR per Salesperson.

Contact Synconics for ERP Implementation, Digital Transformation, Counter Supervision of ERP and permanent partner for ERP Support.

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