Automatická správa kontraktů
Automatic contract creation
Confirm a quotation with recurring products and the subscription contract is automatically created based on the confirmed order.
Automatic contract renewals
Customers' payment information is saved securely and their payment method is charged automatically when it's time to renew their subscription.
As an alternative to automatic renewals, customers are automatically invoiced when it's time to renew their subscription. Accounting is automatically up-to-date,including invoice creation, validation, and payment encoding.
Automatic rating requests
Attach an email template to a stage or use automated actions to send surveys to customers at certain times and get their feedback about services.
Automatická správa daní
Taxes are managed automatically and in real-time based on your company's location and tax settings.
Send quotations directly to customers through a secured URL. Customers can confirm their orders online.
Bez nutnosti přihlášení
No need for customers to log in or even create an account on your website to browse contracts and quotations.
Přívětivý zákaznický portál
Customers can access all their documents online, at-a-glance and in detail: active subscriptions, interactive quotes that let them contact a salesperson, sales orders, and invoices (in pdf format).
Let customers modify their contact information online and fine-tune their subscription contract's access rights. Display extra options that customers can add or remove from their contract.
Customers can easily view all their contract details online: invoice address, next invoice date, recurrence, subscription plan, options, and payment information.
Easy payments and customer invoicing
Save customers' payment information for automatic payments. Customers can also receive invoices by email automatically.
Vypovězení smlouvy zákazníkem
Customers can close the contract themselves and provide a reason for closing.
Žádná data se už nikdy neztratí
Každá informace je bezpečně uložena, i o platbách, které neprošly.
Analytika a prognózy
Monthly Recurring Revenue (MRR)
View data for new, churned, expansion, down, and net new MRR. Revenues are automatically recognized and tracked as they incur. MRR analysis is available for each individual recurring sales order.
Forecasted annual MRR growth and forecasted annual contract growth.
Analýza odchodu zákazníků
Track the reasons why customers close their subscriptions.
Track net and non-recurring revenue, average revenue per contract, annual run rate, lifetime value, logo churn, revenue churn, and contracts.
Sledujte míru retence zákazníků s nastavitelnou kohortní analýzou.
Examine each salesperson's impact on your MRR for new, churned, expansion, down, and net new MRR.
Jednoduchý prodejní život
One-time sales and subscriptions together
Sell and upsell one-time-sales and subscription products on the same sales order. Odoo Subscriptions and Odoo Sales are perfectly integrated.
Online payment and e-signature
Customers can confirm orders online using e-signature and/or online payment methods.
Save time by creating contract templates for your most frequent scenarios.
Configure pricelists, discounts, units of measure, and more.
Configure custom recurrence periods (e.g. Weekly, Monthly, 2 Months).
Set conditions on subscription templates to differentiate your subscriptions in good health and in bad health.
Trigger customizable alerts (e.g. send emails, schedule activities, update subscriptions, send surveys) as soon as a subscription raises one of your preconfigured red flags.
Controlled customer capabilities
Grant different access rights to your customers to let them self-subscribe and manage their subscriptions online: restricted, upgrade only, or upgrade and downgrade. Define service options and setup fees.
Sell subscriptions on your website.