Capabilities
What it does
Plan & subscription management
Every account's plan, add-ons, and subscription status live in one record that stays current automatically.
1subscription record per account, always currentAutomated billing & invoicing
Invoices generate and payment methods charge on schedule, without a manual billing run.
0manually generated invoicesUsage-based entitlements
Access to features and usage limits are checked against the live plan, not a cached snapshot.
real-timeentitlement checks against plan and usageSuite & feature availability
Which suites and features an account can see is governed by plan, applied consistently everywhere.
100%of access mapped to plan, automatically
How it works
From connected to automated
- 1
Define plans & entitlements
Set what each plan includes, from suites to usage limits.
- 2
Attach payment methods
Billing details are stored securely against the account.
- 3
Usage & billing run automatically
Invoices, charges, and usage tracking happen on schedule.
- 4
Access adjusts in real time
Upgrades, downgrades, and usage changes update entitlements immediately.
“We replaced five tools with one platform and cut our lead response time from two days to under two hours.”
VP Revenue Operations
Illustrative example — real customer stories launch with the Customer Stories page
62%
faster lead response time