Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
For automating subscriptions, recurring bills and tax calculations within Dynamics 365 CRM, Subscription and Recurring Billing Management was designed for subscription-based businesses. It handles the billing and allows organizations to focus on the expansion and growth of their business. It is a time-saving tool that ensures accuracy and efficiency. It eliminates billing bottlenecks, making it easy to manage subscriptions.
Features:
Plans & Add-Ons: Define and introduce multiple pricing plans and add-ons for the customers to choose from.
Multiple Pricing Models: Supports a variety of pricing models to ensure a smooth billing process for all subscription-based businesses.
Subscription Schedules: Create detailed framework of what, when & how much should be billed to customers.
Proration: Calculate subscription charges for products on pro-rata basis.
Revenue Analysis: Indicate business health through detailed reporting of important metrics - MRR, ARR, ARPU, Churn Rate, CLTV, etc.
Delayed Charge Schedules: Set up Delayed Charge Schedules for penalty calculation on overdue invoices.
Margin Schedules: Set up Margin Schedule to assign details of the margin offered to the partners.
Description
ScaleXP is a financial automation solution designed to enhance and modernize key processes like revenue recognition, billing, subscription management, and reporting on SaaS metrics. By automating the management of deferred and accrued revenue sourced from invoice data, it creates revenue recognition schedules and journals that can be easily posted into accounting systems with minimal clicks, effectively reducing reliance on error-prone spreadsheets. The platform enables users to generate invoices from CRM deal records, effortlessly track renewals and contracts, and oversee subscription billing without the need for manual inputs. Additionally, it provides real-time dashboards and analytics to monitor critical SaaS metrics such as churn rates, retention statistics, and revenue growth, thereby promoting consistency across different teams. ScaleXP seamlessly integrates with various accounting and CRM systems, including popular options like Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact, ensuring a cohesive workflow. Beyond its primary accounting capabilities, it also supports advanced features like financial consolidation and the recognition of prepaid expenses, making it a comprehensive tool for financial management. As businesses evolve, ScaleXP adapts to meet their growing needs in financial operations.
API Access
Has API
No
API Access
Has API
No
Integrations
Exact
No
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Dynamics 365
Yes
Pipedrive
No
QuickBooks Online
No
Salesforce
No
Stripe
No
Xero
No
Zoho CRM
No
Integrations
Exact
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Dynamics 365
No
Pipedrive
Yes
QuickBooks Online
Yes
Salesforce
Yes
Stripe
Yes
Xero
Yes
Zoho CRM
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$134.85 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Inogic
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
ScaleXP
Founded
2021
Country
United Kingdom
Website
www.scalexp.com
Product Features
Recurring Billing
Customer Portal
No
Deferred Billing
No
Discount Management
No
Dunning Management
No
Invoice History
Yes
Multi-Currency
Yes
Multi-Period Recurring Billing
No
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
Yes
Subscription Management
Cancellation Management
No
Discount / Coupon Management
No
Dunning Management
No
Enrollment Management
No
Product Catalog
No
Recurring Billing
Yes
Revenue Recognition
No
Revenue Recovery Tools
Yes
Self Service Portal
No
Subscription Plan Management
Yes
Tax Management
Yes
Trial Management
No
Usage Tracking/Analytics
Yes
Product Features
Recurring Billing
Customer Portal
No
Deferred Billing
No
Discount Management
No
Dunning Management
No
Invoice History
No
Multi-Currency
No
Multi-Period Recurring Billing
No
Payment Processing
No
Recurring Donations
No
Subscription Billing
No
Subscription Management
Cancellation Management
No
Discount / Coupon Management
No
Dunning Management
No
Enrollment Management
No
Product Catalog
No
Recurring Billing
No
Revenue Recognition
No
Revenue Recovery Tools
No
Self Service Portal
No
Subscription Plan Management
No
Tax Management
No
Trial Management
No
Usage Tracking/Analytics
No