Optimize Subscription Management
Automate Recurring Billing, Invoicing, and Reporting in Dynamics 365 using Subscription & Recurring Billing Management
What's Subscription and Recurring Billing Management?
Manual billing in CRM leads to revenue leakage, missed payments, and inefficiencies, slowing subscription-based businesses. Inogic’s Subscription and Recurring Billing Management App solves these issues by automating invoicing, managing pricing models, and handling regional taxes, reducing billing errors. Features like proration, trial tracking, and renewal reminders simplify subscription management. Dashboards provide clear insights into key metrics, supporting better financial decisions. Automate your billing processes and focus on scaling your business with ease.
Recent Updates
Support to schedule automatic reminders to notify customers and users (subscription schedule owners) about subscription renewals
Supports end-to-end management of customers’ subscription cycles and revenue analysis through comprehensive dashboards.
Keep track of trials and extend trials as per customer requirements
Provision to calculate subscription charges on pro-rata basis
Information Vault
Benefits of using Subscription and Recurring Billing Management
Save valuable Dynamics 365 data storage space and optimize storage costs.
Get secure data backup of all your Dynamics 365 CRM documents.
Improved document management with easy accessibility to files stored in cloud storage.
Controlled access to user actions on files and folders.
Supported On
Dynamics 365 CRM
Online | On-Premise
Features
Here’s How You Automate Subscription and Billing processes
Automate Subscription and Billing processes in Dynamics 365 CRM
Save time and reduce errors by automating the generation of invoices and sales orders for ongoing and new subscriptions. Tailor pricing plans and add-ons to better segment customers, boost upselling opportunities, and improve cash flow.
Offer customized billing options with support for various pricing models like Flat Fee, Per Unit, Tiered, Volume, and Stairstep. This flexibility lets you cater to diverse customer requirements while staying competitive.