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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 

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 

Alternatives

Alternatives