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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
PlanSplit is designed to effectively connect service providers with their clients, ensuring a seamless experience for both parties. This innovative software for managing recurring monthly billing empowers healthcare professionals and various service providers to create attractive service plans, including discounted packages, memberships, and subscriptions. For consumers, the platform offers convenient features such as the ability to make monthly payments, modify their plans, cancel at any time, and benefit from automatic annual renewals. Meanwhile, service providers can streamline their operations, as PlanSplit handles everything from onboarding new clients to collecting payments, adjusting schedules, and managing renewals or cancellations, allowing staff to concentrate on delivering exceptional service. By simplifying these processes, PlanSplit enhances productivity and improves overall service quality for both providers and consumers alike.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Inogic
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
PlanSplit
Founded
2021
Country
United States
Website
plansplit.com
Product Features
Recurring Billing
Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics
Product Features
Dental
Appointment Management
Appointment Reminders
Claims Management
Clinical Charting
Imaging
Inventory Management
Patient Account Management
Patient Billing
Patient Records Management
Treatment Planning
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management
Mental Health
Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice
Optometry
Appointment Management
Insurance Management
Inventory Management
Patient Records
Recall Tracking
Recurring Billing
Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics
Veterinary
Appointment Reminders
Appointment Scheduling
Billing & Invoicing
Boarding Management
Image Storage
Inventory Management
Patient Records
Prescription Management
Treatment Plans