Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$19 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
No
Deferred Billing
No
Discount Management
No
Dunning Management
No
Invoice History
Yes
Multi-Currency
Yes
Multi-Period Recurring Billing
No
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
Yes
Subscription Management
Cancellation Management
No
Discount / Coupon Management
No
Dunning Management
No
Enrollment Management
No
Product Catalog
No
Recurring Billing
Yes
Revenue Recognition
No
Revenue Recovery Tools
Yes
Self Service Portal
No
Subscription Plan Management
Yes
Tax Management
Yes
Trial Management
No
Usage Tracking/Analytics
Yes
Product Features
Dental
Appointment Management
No
Appointment Reminders
No
Claims Management
No
Clinical Charting
No
Imaging
No
Inventory Management
No
Patient Account Management
No
Patient Billing
No
Patient Records Management
No
Treatment Planning
No
Membership Management
Application Management
No
Automatic Renewals
No
Committee Management
No
Dues Management
Yes
Email Marketing
No
Event Management
No
Member Directory
Yes
Member Portal
Yes
Member Types
No
Membership Database
No
Nonprofit Membership
No
Payment Processing
Yes
Website Management
No
Mental Health
Appointment Reminders
No
Appointment Scheduling
No
Assessment & Treatment Plans
No
Billing & Invoicing
Yes
Claims Management
No
E-Prescribing
No
EDI
No
EMR / EHR
No
HIPAA Compliant
No
Inpatient / Residential
No
Multi-Provider Practice
Yes
Patient Portal
No
Personnel Management
No
Progress Notes
No
Single Provider Practice
Yes
Optometry
Appointment Management
No
Insurance Management
No
Inventory Management
No
Patient Records
No
Recall Tracking
No
Recurring Billing
Customer Portal
No
Deferred Billing
No
Discount Management
Yes
Dunning Management
No
Invoice History
No
Multi-Currency
No
Multi-Period Recurring Billing
No
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
No
Subscription Management
Cancellation Management
Yes
Discount / Coupon Management
No
Dunning Management
No
Enrollment Management
No
Product Catalog
No
Recurring Billing
No
Revenue Recognition
Yes
Revenue Recovery Tools
No
Self Service Portal
Yes
Subscription Plan Management
Yes
Tax Management
No
Trial Management
No
Usage Tracking/Analytics
Yes
Veterinary
Appointment Reminders
No
Appointment Scheduling
No
Billing & Invoicing
Yes
Boarding Management
No
Image Storage
No
Inventory Management
No
Patient Records
No
Prescription Management
No
Treatment Plans
No