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Average Ratings 0 Ratings

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ease
features
design
support

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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

Work 365 is a comprehensive CSP management platform built to help Microsoft partners automate and streamline their business operations. It focuses on simplifying subscription management, billing, invoicing, and renewal processes within the Microsoft ecosystem. Built on Microsoft Dynamics 365 and the Power Platform, it integrates seamlessly with existing tools and workflows. The platform automates billing processes, ensuring accuracy while reducing the time spent on manual invoicing. It also enables partners to manage subscriptions, pricing strategies, and usage tracking from a single interface. Work 365 provides real-time analytics and reporting, giving businesses actionable insights into performance and revenue. Its customer self-service portal allows clients to manage subscriptions and services independently, improving satisfaction. The platform supports integrations with accounting systems, payment processors, and PSA tools, enhancing operational efficiency. It helps eliminate data silos by acting as a single source of truth for CSP operations. Overall, Work 365 empowers Microsoft partners to scale their business efficiently while maintaining control and visibility.

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

No price information available.
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) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Work 365 Apps

Founded

2016

Country

United States

Website

www.work365apps.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

Billing and Provisioning

Billing & Invoicing No 
Carrier Access Billing No 
Contract Management No 
Customer Accounts No 
Customizable Billing No 
Flexible Rate Tables No 
Internet No 
Order Management No 
Post-Paid Systems No 
Pre-Paid Systems No 
Provisioning No 
Rating No 
Self Service Portal No 
Service Order System No 
VoIP No 

Alternatives