Configure products, bundles, and brands
Whether your customers buy subscriptions through a self-serve checkout or reach out to your sales teams as in a sales-led model, or you have a hybrid sales motion, Chargebee’s robust product catalog has it covered for all sales and pricing strategies of modern subscription businesses.
Products, Pricing, and Packaging
Create and manage plans, add-ons, prices, discounts, and one-time charges for different products, bundles, and brands, and have them reflect automatically in CRM and pricing pages to power your hybrid sales strategy.
Entitlements Configuration
Add features, service offerings, and their respective entitlements in Chargebee and map them to products, plans, add-ons, and charges without a single line of code. Help the Pricing and Finance teams understand which price points and packages work best for different sales motions and roll out the right packages faster.
Sell at profitable price points
Monetize your offerings effectively with hybrid pricing strategies.
Power your value/usage-based pricing strategy with Chargebee by calculating consumption and invoicing them accurately with out-of-the-box solutions or by integrating your usage monitoring tools with Chargebee using our robust APIs.
Experiment with different pricing models to find the best one for your business. Choose from our OOTB pricing models, such as Flat Fee, Per Unit, Tiered, Volume, and Stairstep, or use combinations of them, including a metered component on top of it—whatever helps you maximize revenue.
Retain profit margins in every sale with market/segment-specific prices. Understand which price points work best by comparing their performance across geos, channels, etc.
Quote with confidence
The Chargebee-Salesforce integration empowers sales reps to focus on what they do best—selling—by eliminating manual follow-ups and workflows that delay deal closure.
Fast and Accurate Quoting
Use pre-approved SKUs to create accurate quotes faster without leaving your CRM. Add legal and service terms using pre-built templates. With complete visibility into TCV and invoice totals at the quoting stage, ensure every sale is profitable for your organization.
Mutually Beneficial Ramp Deals
Increase deal values and improve win rates with flexible multi-year contracts and ramps. Add price and quantity ramps to an entire quote or specific line items that gradually ramp up or down over a specified time.
Flexible Discounts and Overrides
Expedite deal closure with finance-approved discounts. Offer custom discounts and price overrides on entire quotes or specific ramps to sweeten the deal further.
Powerful Multi-level Approvals
No more reminders or manual follow-ups with Finance teams. With automated multi-level approvals on custom prices and discounts, make sure you’re selling at profitable price points.
Quote Acceptance and Deal Closure
Share quotes with customers via email, GetAccept, and Pandadoc. Using the custom checkout link shared in the email, customers can instantly make the payment, which in turn creates a subscription in Chargebee.
“The seamless data sync between Salesforce and Chargebee ensures that our data is always in parity, allowing our team to work comfortably in the system they prefer without any discrepancies. Whether running reports in Salesforce or Chargebee, the data is perfectly aligned, which streamlines our processes and enhances efficiency.”
Ellen Towery,
VP of Finance & Operations, RightNow Media
No-code entitlements and feature provisioning
Manage entitlements for all plans, trials, and subscriptions under one roof—Automate feature provisioning based on ramps and subscription amendments without a single line of code.
Manage customers and subscriptions in one place
Enable seamless data flow between Chargebee and Salesforce using the robust two-way sync to help GTM teams manage subscription amendments and access up-to-date customer, subscription, and payment data from either tool.
Bill accurately, every single time.
Automate billing operations to ensure customers are billed accurately based on contract terms, ramps, mid-cycle amendments, and scheduled changes.
Compliant Revenue Recognition and Accounting
With complex customer contracts comes the complexity of streamlining downstream financial operations. Chargebee helps you avoid the risk of non-compliance and manual back-and-forths.
Contract-based Revenue Recognition
Comply with global accounting standards such as ASC 606 and IFRS-15 by automating contract-based revenue recognition for multi-year deals. For all contract terms and ramps associated with a subscription in Chargebee Billing, create corresponding line items in the respective sales order on Chargebee RevRec and get complete visibility into the TCV and invoice totals.
Automate book closure on time
Automate payment reconciliation and accounting for all contracts and sales orders by integrating with accounting tools such as Netsuite, Quickbooks, and Xero.
Accounting and Revenue Reporting
Get complete visibility into crucial SaaS metrics like TCV, ARR, MRR, deferred revenue, outstanding payments, and more. Visualize subscriptions, ramp deals, and invoice data within Salesforce using custom reports and dashboards.
Enhanced forecasting accuracy
Forecast revenue and strategize for growth with complete visibility into TCV for multi-year contracts, including all ramps and scheduled changes.
Custom report builder to understand metrics deeper
Slice and dice subscription data further by visualizing these metrics on detailed reports and illustrative dashboards with custom drag-and-drop editors on RevenueStory.
Enhanced Revenue Recovery
Failed or delayed payments due to expired cards, payment gateway issues, etc., are a massive pain in the invoice-to-cash cycle and result in leaving money on the table. Chargebee’s Revenue Recovery Suite helps you minimize payment errors and maximize collections.
Smart Routing and Dunning
Minimize payment failure by routing payments via gateways with high success rates. Recover failed payments faster with automated payment retries and custom retry frequencies.
AR Automation
Get complete visibility into outstanding payments, the percentage of payments that are recoverable, and other related metrics. Minimize involuntary churn by automating collections with smart engagement rules and personalized email communications.
Improve Customer Retention and Lifetime Value
86% of today’s top modern subscription businesses say customer retention is as important as, or more important than, acquisition. Retain customers with compelling offers and drive repeat purchases to maximize revenue per user.
Reduce Customer Churn
Minimize voluntary churn by automating cancel deflection. Roll out the AI-based retention offers to the right set of customers without complex engineering and major process changes. Create high-performing copies quickly with Retention AI, customize layouts and designs effortlessly with our intuitive builder, and craft personalized offers in minutes.
Say goodbye to manual renewals
With Subscription Ramps, add renewal terms such as inflationary price increases and packaging changes to quote and have them take effect at the time of renewal. Offer seasonal discounts that apply one time or gradually ramp up or down to increase the chances of renewals.
Maximize CLTV via upsells and cross-sells
With insights on product usage and entitlements, tailor personalized conversations with customers to drive upsells and cross-sells at compelling price points. Add ramps to existing contracts to enable trials or provision of new products without any developer dependency.
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