Generate and update contracts at any stage in the customer lifecycle from an opportunity, quote, or order.
Draft contract templates, automate approvals and signatures, and review for compliance and reporting, all without ever leaving your CRM.
Ensure sales, billing, service, and all customer-facing functions are working from the most current, accurate contract on your CRM.
Complete quote-to-cash data: Improve financial reporting speed and accuracy with all sales, quoting, invoicing, and payment data captured on one platform.
Improve customer retention and growth by tracking metrics with pricing, quoting, and subscription analytics.
- Simplified Setup & Onboarding
- Lead Management
- Account & Opportunity Management
The CRM for sales.
- Customisable Reports & Dashboards
- Forecast Management
- Quoting & Contracting
The CRM for sales with analytics and API.
- Pipeline Management
- Advanced Permissions
- Workflow and Approvals
The CRM for sales with automation, AI and development support built-in.
- Includes all capabilities
- Premier Success Plan
- Full and Developer Sandboxes
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Revenue cycle management software is a tool that helps organisations track and manage their financial performance by automating tasks such as billing, claims processing, and payment collections to ensure maximum revenue capture and efficiency.
The benefits of revenue cycle management software include increased revenue capture, decreased administrative costs, improved compliance with regulations, and enhanced patient satisfaction through streamlined billing and payment processes.
To choose the right revenue cycle management software, organisations should consider factors such as functionality, ease of use, scalability, integration with other systems, and return on investment.
Revenue optimisation refers to the process of maximising revenue growth by analysing and optimising pricing strategies, sales tactics, and customer acquisition and retention efforts. It is important for businesses to ensure they are capturing the maximum value of their offerings and driving sustainable growth in revenue and profitability.
Revenue optimisation is critical for businesses because it helps them identify opportunities for growth and profitability while ensuring they are capturing the maximum value of their offerings. By optimising pricing strategies, sales tactics, and customer engagement, businesses can achieve sustainable revenue growth and improve their competitive position in the market.