Automated contract management
Automatically create contracts
Confirm quotes for recurring products, and a contract will be created with customization and accurate product information. Automatically issue invoices to customers
Speed up the invoicing process by automating it after easily setting up your customer's data. Accounting is automatically updated, including invoice generation, payment validation and encryption. EvaluationAttach an email template to a stage to collect customer feedback about your service. Automate tax processing
Taxes are managed automatically in real time based on your settings across regions and rates. Automatic payments
Online payments are processed automatically. |
Customer satisfaction
Sign up easily
Send sales orders and contract management pages directly to customers via secured URL access. No need to log in
There is no need to log in or even create an account on your website to browse contracts and quotes. Friendly customer portal
Give customers access to all their data at a glance and in detail: run contracts; Interactive quotes allow customers to communicate with sales staff; place orders; and export invoices (in pdf format). Customer editing options
Allows customers to modify contact details as well as fine-tune access to contract options. Show more options, customers can simply add or remove from the contract. Clear overview
Allow customers to browse all the details of their contract online: billing address; contract cycle; next invoice date; plan; select; pay. Easy payment and invoicing
Allow customers to access automatic payments when registering a credit card and automatically receive invoices via email. The contract can be terminated by the customer
Customers can close the contract themselves and give reasons for their decision. Never lose data again
Information is stored securely, even if payment is incomplete. |
Analysis and prediction
Analysis and prediction
New, Attrition, Expansion, Close and new MRR. Automatically recognize revenues as they arise. Get your business growth
Forecasting the annual growth rate of MRR index and forecasting the annual growth of the number of contracts. Analyze customer churn rate
Track why you're losing customers. Track KPIs
Net and Non-Recurring Revenue, Average Revenue Per Contract, Annual Run Rate, Lifetime Value, Logo Attrition Rate, Revenue Attrition Rate, and Contracts. Group analysis
Track customer retention with custom cohort analytics. |
Analyze sales productivity
Analyze each Salesperson
Check the impact of each sales team member on your MRR so you can set new MRR, attrition rates, and decide to expand or reduce MRR for each salesperson. |
Sales life just got easier
Create samples
Save time by creating and using contract templates for the situations you encounter most often. Set up payment scenarios
Supports price lists, discounts, and units of measure. HealthSet conditions for each registration form to differentiate registrations in good or bad condition. Manage customer access rights
Self-enroll & manage from the customer portal (grant different access permissions to your users: limited, upgrade only, upgrade & downgrade), define service options and setup fees . WarningTrigger custom alerts (send an email, schedule an activity, update a subscription) as soon as a subscription raises one of your preset red flags. |