CalSub Subscription Management

Get peace of mind that your entire subscription process is running smoothly -- from registration to monthly billing. Manage customer subscriptions, automate billing, gain transparency, use data to enhance business performance, lower costs, and bring in a more consistent flow of revenue.

Benefits:

- Unify Your Systems: This solution integrates with CRM and is built on top of Microsoft Dynamics 365 Business Central – which means all your data will be unified. Any changes made in CRM, the subscription management solution or in your ERP will update across all platforms, keeping all your records accurate. Manage recurring subscriptions, calculate deferred revenue and transfer core data to Delivery Management and Billing. This solution allows you to focus on service delivery, customer service and customer retention.

- Flexibility in Pricing Plans: Truly a one-stop-shop for subscription handling, such as trial pricing, bundled subscriptions, renewals, customer changes, and terminations. Simplify the process of having multiple pricing plans and trial periods. Record and manage billing cycles and renewal terms in the system, automating the subscription process for greater accuracy and efficiency. Customers can switch plans anytime with the built-in prorated billing capability. Bundled subscriptions can be consolidated for efficient and versatile invoicing.

- Automated Invoicing: Eliminate the need for manual invoicing using spreadsheets and tracking down customers for payment information. Your invoices will be automated, clear, compliant, secure and easily accessible. Solution can allow for integration with credit card payment, integration with e-commerce sites and efficient data management.

- Financial reporting: Get the visibility you need to deliver your service or product with accuracy and professionalism. Stay on top of all your ever-changing customer data and track the health of your business through intuitive reports. Create real-time scheduling reports for delivery management as well as financial reports with forecasted/actual subscription revenue.

Calsoft can integrate your subscription needs with sales, finance and operations processes for a seamless, automated experience that will enable your company to grow.

Contact us to find out how this solution can help manage your subscriptions with ease and accuracy.

Supported Editions: The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central.  Supported Countries: United States and Japan. Supported Languages: This app is available in English (United States) and Japanese (Japan).