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Salesforce-Native Subscription Management

Recurring Revenue Managed and Automated on Salesforce

Manage every subscription from activation through renewal.

Connect subscription billing, renewals, invoicing, and finance on one Salesforce-native ERP platform. Reduce revenue leakage and give every team a live view of recurring revenue.

Automated renewals and billing
Flexible plans and pricing
Real-time revenue visibility

Subscription Lifecycle

Live

Plan activated

Quote converts into a live subscription

Auto

Invoice generated

Billing follows the agreed cycle

Auto

Payment tracked

Accounts receivable updates in real time

Live

Renewal prompted

Teams act before the plan expires

Auto

Revenue forecast

MRR and ARR stay visible in Salesforce

Live

One connected lifecycle. Plans, billing, renewals, and finance share the same data.

CRM Billing Finance
Subscription Plans

Manage recurring revenue with flexibility and control

Axolt supports custom billing cycles, pricing tiers and automated renewals for SaaS, maintenance contracts, services and replenishment agreements.

Flexible Models

Plans that fit your business

Create recurring offers around the way you sell and serve customers.

Monthly, quarterly or annual billing
Tiered and usage-based pricing
Customer-specific terms
One platform for every recurring model
Connected Lifecycle

From sale to renewal

Keep the customer experience connected to billing and finance.

Plan activation from quoting
Scheduled invoices and payments
Renewal alerts and account history
Less manual work, fewer gaps
The Problem

Recurring revenue should be predictable

Manual subscription management creates billing delays, missed renewals and unclear forecasts.

Fragmentation

Disconnected Billing Systems

CRM, billing and finance work in silos, creating mismatches and reconciliation work.

Renewals

Manual Renewal Processes

Spreadsheet tracking misses deadlines and puts retention at risk.

Visibility

No Subscription Tracking

Teams lack one view of active plans, expiries and lifecycle status.

Billing

Inconsistent Invoicing

Errors and inconsistent formats delay collections and erode trust.

Planning

Revenue Forecasting Gaps

Finance cannot reliably forecast MRR, ARR or churn impact.

Customer Journey

Limited Lifecycle Visibility

Upgrades, downgrades, cancellations and customer value are hard to see together.

Core Capabilities

Everything needed to manage subscriptions at scale

Support recurring revenue models from software and services to maintenance and replenishment.

Flexible Plans

Build Plans That Fit Your Business

Tailor plan structures to pricing models, service levels and account agreements. Quote-to-order workflows can convert accepted quotes into subscriptions.

Monthly, quarterly and annual cycles
Tiered and usage-based pricing
Customer-specific terms and rates
Contract and renewal management
Service levels per account
Support SaaS, services, maintenance and replenishment
Automation

Eliminate Manual Billing and Missed Renewals

Automate recurring invoices, payment tracking, renewal workflows and reminders.

Scheduled invoice generation
Billing cycle management
Auto-renewal alerts
Payment and AR integration
Churn prevention workflows
Protect revenue continuity
Lifecycle Visibility

Track Every Customer Stage

See renewals, upgrades, downgrades, cancellations and recurring performance in one place. Connect recurring orders with live inventory when products are involved.

Active subscription dashboard
Upcoming expiry alerts
Upgrade and downgrade activity
Churn and retention metrics
Customer lifetime value
Act on churn signals earlier
Forecasting

Forecast Recurring Revenue

Connect subscriptions to budgeting, receivables, cash flow and reporting.

MRR and ARR forecasting
Renewal performance outlook
Growth trend analysis
Churn monitoring
Long-term planning
Reduce revenue surprises
Before vs After

Manual billing vs connected subscriptions

Moving recurring operations into Salesforce replaces spreadsheet handoffs with a shared live process.

Without Axolt

Manual work hides renewal risk

Billing and account data live in different systems.

Missed expiry dates
Slow, error-prone invoicing
Churn risk found too late
Unreliable forecasts
Subscription changes handled manually
With Axolt

A connected recurring revenue lifecycle

Subscription activity updates billing, CRM and finance together.

Renewal workflows before expiry
Invoices on schedule
At-risk accounts flagged earlier
Live MRR and ARR dashboards
Changes managed in one place
Predictable revenue with less admin
Connected ERP Workflows

Subscription management connected to the business

Billing, finance, CRM and operations work together inside Salesforce.

CPQ

CPQ & Quoting

Convert accepted quotes into active subscriptions.

CRM

Customer Context

See plans and account relationships together.

Invoicing

Recurring Invoices

Generate invoices on the agreed billing schedule.

Receivables

Payment Tracking

Track subscription payments in accounts receivable.

Finance

Financial Reporting

Keep revenue recognition and reporting aligned.

Axo AI

Revenue Intelligence

Surface churn signals and upsell opportunities.

Axo AI on Agentforce

AI-powered subscription and revenue operations

Identify renewal risk, detect billing anomalies and surface growth opportunities within Salesforce.

Retention

Predict Subscription Churn

Identify accounts that may cancel so teams can act earlier.

Growth

Find Upsell Opportunities

Surface customers ready to expand based on usage and history.

Billing

Detect Billing Anomalies

Flag unusual invoice patterns and payment discrepancies.

Workflow

Automate Follow-Up

Trigger reminders, renewals and escalations without manual tracking.

Built For

Subscription management for recurring revenue businesses

Support business models where recurring income should drive growth without adding operational burden.

Technology

SaaS & Technology

Manage software plans, usage pricing and renewal billing.

Equipment

Manufacturing

Support maintenance contracts and recurring service agreements.

Regulated

Healthcare & MedTech

Manage compliance services and support agreements.

Supply

Distribution

Handle replenishment subscriptions and account pricing.

Projects

Services

Manage retainers, project billing and support contracts.

Business Outcomes

What connected subscription management changes

Move recurring billing and renewal work into one visible process.

Billing

Faster recurring billing

Generate invoices on schedule with less manual work.

Retention

Improved customer retention

Spot renewal risk and follow up earlier.

Revenue

Clearer recurring revenue

Give teams a live view of MRR, ARR and trends.

Efficiency

Less manual billing effort

Automate routine invoice and renewal tasks.

Renewals

Better renewal management

Keep expiry dates and actions visible.

Forecasting

More accurate planning

Base forecasts on connected subscription data.

Take Control

Scale Recurring Revenue on Salesforce

Simplify subscription billing, automate renewals, and improve customer retention with Axolt's Salesforce ERP platform.

Salesforce-native
Automated renewals
Live revenue visibility