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Chargebee

Chargebee is a subscription management system which can help you handle all the aspects of the subscription life cycle including recurring billing, invoicing and trial management for your customers.

Chargebee is a subscription management system which can help you handle all the aspects of the subscription life cycle including recurring billing, invoicing and trial management for your customers.

All Customer Data in One Place

No more switching between 1CRM and Chargebee to get a complete picture of your customer. Now you can get a full customer history, including their subscription data within 1CRM.
  • You can automate your recurring billing and quickly be on top of things
  • Gain a quick snap shot of revenue numbers and user base
  • Flexibility to change pricing, provide discounts, and run promotions, without the need to look for a developer.

Portal Subscription Access

Once all that data is in 1CRM – now it can be in the portal too! Enabling all that customer self-service on subscriptions in the portal.

Ease of Use

By integrating Chargebee with 1CRM, editing subscriptions are easier and simpler for the end user than it is for them to use the Chargebee portal. You can add your own branding to the screen, and present the core subscription, and all the addons, exactly the way you want it explained to the client.

Subscriptions will be a useful module for any organization that offers recurring subscriptions to a product or service. Within this module you will see shortcuts to the related modules of: Plans, Addons, Options, Coupons and Customer Levels.

It is important to understand right away that Subscriptions and the Plans, Addons, and Coupons they are based on are created within a linked Payment Processor system. Options and Customer Levels may be created within 1CRM. At present the only Payment Processor supported by 1CRM is Chargebee, so you need a subscription there if you plan to use the 1CRM Subscriptions module.

Your Administrator will need to configure the link to your Chargebee subscription using the Payment Processor configuration screen within 1CRM Admin. Once that link has been setup all of the Plans, Addons, Coupons and Subscriptions defined within Chargebee will also be seen in 1CRM.

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