Freshsales Recurring Payments: Faster Deals, Faster Revenue
Freshsales is a CRM, but with SubscriptionFlow, it turns into a recurring revenue engine. Integrate the two platforms to make both your sales and finance teams aligned and efficient.
Turn Deals in Freshsales to Subscriptions in SubscriptionFlow
One-Click Activation
Mark your deals as Closed Won in Freshsales and let the automation magic unfold. Closed deals are automatically converted into subscriptions, allowing instant recurring revenue. SubscriptionFlow automates your team’s work by generating checkout links for each subscription, processing payments, and activating subscribers.
Automatic Renewal
Activate renewals that don’t need manual follow-ups. Every active subscription gets auto-renewed throughout its lifecycle. Customers are auto-billed, and retry workflows jump into action when payments fail. Your customers are always given reminders before payment deduction, and are offered instant plan change option when required.
CRM-Triggered Checkout Link
Upon closing deals, you instantly generate checkout link in SubscriptionFlow. Send this link directly to your customers through email. Or, embed checkout in your website using SubscriptionFlow, so your customers are directed to your website to pay within a familiar environment.
Multi-Currency Support
Global businesses using Freshsales can accept global payments with ease. Create and accept bills in multiple currencies, while localizing checkouts for clients. You can still track all revenue in your standard currency. So you basically get to bill in different currencies, and track financials in one.
Always See the Full Revenue Picture
SubscriptionFlow enables Freshsales subscription management. This means that you can do both now: track sales in Freshsales and manage subscriptions in SubscriptionFlow. Your billing and sales data is no longer disconnected, as SubscriptionFlow syncs customer updates back to Freshsales.
This is what gets synced back:
- Payment status (paid, pending, failed, chargeback, refund)
- Payment status (paid, pending, failed, chargeback, refund)
- Plan details (plan name, plan billing frequency, contract start date, revenue value)
- Invoice and renewal record (invoice ID, amount, currency, upgrade, downgrade)
Integration Workflow in Action
- Lead Managed in Freshsales
- Deal closed in Freshsales
- Deal auto-converted or one-click-converted into subscription inside SubscriptionFlow
- Customer payment collected through the auto-generated checkout link
- Recurring payment cycles started
- Customer data synced back from SubscriptionFlow to Freshsales on a regular basis