Manage subscriptions

Cleverbridge offers two types of subscription management:

Empower your customers with more self-service functionality using the latest Subscription Management Portal. In this portal, customers can manage subscriptions, payments, and contact details, reducing the workload of your customer support team. Customers can access the portal using the link provided in the Cleverbridge subscription email communication.

About subscription renewals and payment reminders

An automated renewal process reduces churn for lower-value orders, while simultaneously lowering costs. If your sales team has been manually managing your subscription renewals, you can shift this responsibility to Cleverbridge so that your sales team can tackle higher-value selling opportunities. To learn more about renewal automation, watch the following video:

A renewal quote is issued to facilitate the continuation of an existing subscription that was originally initiated through a quote-based purchase. This is a common requirement for corporations, government agencies, and educational institutions, which often follow formal procurement processes that mandate a new quote before approving any contract extension.

Offering customers the flexibility to switch between subscription plans and enhance their subscription capabilities is a strategic approach that can boost your revenue growth and drive your customer lifetime value (CLV).

Upgrade quotes are used to facilitate midterm changes to a customer's active subscription. They allow you to offer adjustments such as increasing product quantity, switching to a higher-tier product, or applying custom pricing and scheduling—all before the current term ends. This way, upgrade quotes can be scheduled for future dates and support dynamic configurations, offering a more flexible and controlled upgrade experience.

The Cleverbridge platform supports different ways to update subscription properties. The components of the Cleverbridge platform that support property changes, along with the property-change use cases that they support, are identified below.

The Cleverbridge platform supports subscription cancellation, reactivation, and customer winback scenarios. The components of the Cleverbridge platform that support these functions, along with the relevant use cases that they support, are identified below.

The Cleverbridge platform supports usage-based billing and ensures that all usage-based bills are synced with client-hosted applications that calculate usage.

Payment schedules allow you to separate subscription and billing intervals within the Cleverbridge platform. This means that you can split an invoice total amount into multiple payments with different due dates for your customers, providing greater billing flexibility. This feature helps optimize the cash flow for B2B customers, enabling them to pay for your products in smaller installments instead of a lump sum upfront.