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Subscription Management for Sugar

W-Systems built a subscriptions module as an alternative solution to clutters in the Account view. This custom subscriptions module automates the subscription and renewal processes by tracking what products & services customers have purchased, whether the subscriptions are active or not, and when they are set to expire.

Subscriptions in SugarCRM screenshot

Having this information in your CRM creates the following benefits:

  • Increased transparency into Accounts and quick access to their current and previous product subscriptions
  • Ability to segment database records based on active, expired, or canceled product subscriptions
  • Potential to increase renewal rate
  • Workflows that send email alerts to sales reps 30 days before subscriptions expire
  • Tracking and reporting on related fields such as payment terms, payment methods, currency, subscription statuses, days to renew, etc.
  • Workflows that automatically update subscription information, keeping CRM data up to date

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