Subscription Management

Finally, subscription management for term agreements

Managing B2B subscriptions is fundamentally different. You need a partner who understands that.

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Purpose-built for your B2B workflow

SaaSOptics sits between your CRM and GL to automate the order-to-cash process. From closing a deal in your CRM all the way down to journal entries and reporting, SaaSOptics has you covered.

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Flexibility is the number one thing that sold me on SaaSOptics because our sales are different for each client and our targets are shifting all the time.

- Mindy Drue, Pal

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Automate A/R management to get cash in the door faster

SaaSOptics’ Advanced A/R Management features allow you to automate much of your A/R management process. Select from our templated collections cadences or create your own. Make it easier for your customers to pay invoices with our robust payment integrations.

SaaSOptics allows us to process orders from Salesforce, automatically generate revenue schedules, and then sync the invoices to the general ledger in QBO with very little manual input.

- Becky Winchenbaugh, DialSource

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Never miss another renewal opportunity

Managing subscriptions in spreadsheets is risky and time-consuming. Once you add new customers to your spreadsheet, it can be hard to keep track of when they renew. Automate your renewal processes by connecting SaaSOptics to your CRM and never miss another renewal opportunity, or invoice, again.

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When I help customers move away from spreadsheets to managing their billing and renewals in SaaSOptics, a lot of times I’ll find there's at least one invoice or renewal that was missed.

- Adrienne Skala, SaaSOptics CSM

Ready to get cash in the door faster?

Here are some other solutions.

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Revenue Recognition

Gone are the days of managing revenue recognition in spreadsheets.

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Metrics & Analytics

Navigate funding rounds with ease with trustworthy, accurate SaaS metrics and analytics.

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Metrics Template

Metrics Template

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