Subscription Payments for SaaS Companies Inside Salesforce

Collect first payments, renewals, and upgrades in one place, with full visibility across every account. Works alongside Revenue Cloud or the billing tool you already run, recovering failed payments before they become churn and removing reconciliation overhead from closed won to renewal.

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SaaS revenue shouldn’t leak between the invoice and the bank

Current Challenges

Closed-won deals re-keyed into a separate billing or payment system

Payments sitting in a PSP dashboard instead of on the account record

Expired and declined cards quietly cancelling paying customers

Renewal price uplifts missed or applied by hand

Finance and customer success working from different numbers

A single platform for subscriptions, renewals, and revenue visibility

1

Billing that starts at closed won

Capture payment details at activation and run collections straight from the contract terms already in Salesforce.

2

Renewals that collect themselves

Collect monthly, annual, and uplifted renewals automatically, with failed payments retried and customers prompted to update their card.

3

One view of revenue

Every payment lands on the account record, so finance and customer success share the same live numbers.

See the full closed-won-to-renewal journey

From the first payment to every renewal, manage the entire subscription payment lifecycle inside Salesforce.

Built for SaaS finance, RevOps, and customer success teams

Subscription & Recurring Payments

Collect monthly and annual subscriptions automatically from the contract terms in Salesforce.

Usage & Upgrade Collection

Collect the usage charges your billing tool calculates, and charge mid-term upgrades to the payment method already on file.

Secure Payment Authorisation

Capture payment details once at activation and securely reuse them for every renewal. PCI-DSS compliant and no-code, with 20+ payment providers including Stripe, GoCardless, and Adyen.

Failed Payment Recovery & Reporting

Retry failed payments automatically, prompt customers to update cards, and track it all in real-time dashboards. Payment data sits natively in Salesforce, ready for Agentforce.

Protect recurring revenue without adding billing overhead

Dashboard showing revenue USD 264K and failed vendor payments totaling 26K with retry option.

Reduce involuntary churn

Recover failed payments before customers lapse.
Dashboard with call statistics, pie charts, bar charts, and a call status table for three users.

Collect every renewal at the right price

Apply contracted uplifts automatically at renewal.
Payment gateway logos arranged in a circle around a central payment app icon on a blue background.

Get paid from day one

Capture the first payment and payment details together at activation.
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Give finance and CS one view

Keep every payment on the account record, not in a separate dashboard.

Modernise SaaS payments and revenue operations

See how SaaS companies are collecting every renewal, reducing involuntary churn, and keeping revenue visible inside Salesforce.

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