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ClientSuccess
Product Update

New Subscription management experience released in beta

A ClientSuccess product update: a new beta subscription management experience for tracking renewals, forecasting recurring revenue, and booking expansion.

New Subscription management experience released in beta

TL;DR

  • ClientSuccess launched a new subscription management experience in beta for tracking renewals, forecasting recurring revenue, and booking expansion.
  • The release supports month-to-month subscriptions, multiple attachments, and auto-renewing subscriptions.
  • It includes a refreshed Renewals screen with a Renewable Book of Business waterfall chart and lets teams choose ARR or MRR as their preferred metric.

An entirely new experience for managing your clients' subscriptions, renewals, and expansion in ClientSuccess has been launched in beta. These new features will provide simple and powerful tools for tracking and forecasting subscriptions of individual recurring products and reporting recurring revenue.

Major features currently available:

  • Support for month-to-month subscriptions
  • Support for multiple attachments
  • Auto-renewing subscriptions
  • Beautiful new experience for forecasting and booking renewals
  • Completely refreshed Renewals screen with Renewable Book of Business waterfall chart
  • Ability to designate your preferred metric (ARR or MRR)

Please visit the Subscriptions page in our knowledge base for instructions on how to participate in the beta, to learn more about specific features, and for step-by-step guides. Participating in the beta can be done individually and runs safely within your instance without affecting your existing customer data.

After Subscriptions 2.0 is released, we will provide additional details and a date when your data will be migrated over to the new experience. Once migration is complete, the old experience will be removed. Your CSM will be reaching out to coordinate this and provide training.

Written by

ClientSuccess

Last updated

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Frequently Asked Questions

What does the new ClientSuccess subscription management experience do?
It provides tools for tracking and forecasting subscriptions of individual recurring products and reporting recurring revenue. The beta lets teams manage clients' subscriptions, renewals, and expansion in one place.
What features are included in the subscription management beta?
The beta supports month-to-month subscriptions, multiple attachments, and auto-renewing subscriptions. It also adds a refreshed Renewals screen with a Renewable Book of Business waterfall chart and the ability to designate ARR or MRR as your preferred metric.

Want to see how it works?
Request your ClientSuccess demo