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Recurring revenue, on autopilot.
Run your subscription business in one platform, from quotation and automatic subscriptions to recurring billing, payment collection and renewals.
From quote to payment, connected
Create your products
Build subscription products and plans with CloudOffix inventory and product management.
Share the quote
Your sales team prepares customized quotes with the products each customer wants.
Quote to order
Confirm the quotation when the customer is ready to order.
Order to subscription
Confirmed orders create customer subscriptions automatically, with all product details.
Subscription to billing
Invoices are created automatically based on the subscription plan.
Billing to payment
Integrated gateways such as Stripe, PayPal, PayU, Ingenico, Adyen and Authorize.net collect payments automatically.
Everything a subscription business needs
Plans and automatic subscriptions
Choose annual or monthly plans with fixed or automatic renewals. Subscriptions are generated from confirmed orders, with no manual setup.
Recurring revenue calculations
Revenue is calculated automatically for the invoicing period you choose, so you can monitor changes in MRR and ARR inside Sales Cloud.
Automated billing and payment collection
Invoices are created as drafts or validated and sent with predefined email templates. Stripe, PayPal, Ingenico, PayU, Authorize.net, Adyen, Sips and Buckaroo are supported, and customers can store cards for re-billing.
Upsells and renewals
Add products to existing subscriptions with co-term calculations handled automatically. Track renewal dates and notify you and your customer before expiry to reduce churn.
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Reporting and dashboards
Real-time graphical, list and pivot reports without extra BI tools, with dashboards for MRR/ARR, growth rates, revenue streams and churn.
A portal that lets customers help themselves
Customers see product information, expiration dates and payment details in their own portal, and can change plans, switch products or cancel.
Fewer routine requests reach your support team, saving time on both sides.
Grow subscription revenue from day one
CloudOffix is fully customizable: add fields, filters, views, processes, templates and reports, and integrate with ERP and MRP systems.
- Decrease churn rates
- Grow recurring revenue
- Automate billing
- Automate renewals
- Automate payments
- Self-service portal
- 360-degree view of customers
- Happy customers
Routine by rule. Renewals by people.
Billing runs automatically; AI watches the signals and account owners decide.
The app runs
Invoices are created from subscriptions and payments are collected automatically.
AI prepares
A configured AI agent can watch renewal dates and payment status and prepare a renewal brief.
People decide
Account owners decide on the renewal offer or upsell.
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Try our subscription management tool
Request a Sales Cloud test drive and see your recurring revenue in one place.