SalesSubscriptions
Customers on a plan rather than a one-off sale.
Subscriptions is for customers who are on a plan rather than buying once. It holds the plans, the customers attached to them, and the payment decisions somebody has to make when one does not go through.
Read the user guide customer_subscription
What it does
Subscriptions, in the product’s own words
- Subscription plans and what they cost
- Customer subscriptions, viewed and managed
- Payment reviews decided by someone accountable
Before you start
What has to be in place
- The plans themselves, and what each costs.
- Somebody named who decides payment reviews — an unowned review queue stops being read within a month.
In the user guide
3 tasks, explained
- 01Set up plans and what they cost
- 02View and manage a customer subscription
- 03Decide a payment review
Works with
The same records, not a sync
Industries that start with it
Switched on from day one
More in Sales
All of SalesCRMLeads, accounts, deals and quotes, with a price list behind them.OrdersOrder management across every channel you sell on — the largest module in the suite.Point of SaleA counter application with its own tills, registers and cash drawers.ContactsThe people behind the companies you deal with.TendersBidding work: the pipeline, the documents and who approved the submission.