ISV/SaaS billing Subscription Management with Work 365

Power your recurring ISV & SaaS business with single subscription management and billing automation software, integrating with your business systems. Avoid manual processing and hassle between multiple systems, revenue leakage, and focus on business growth.

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ISV and SaaS Billing Challenges

If you are experiencing any of these things in your sales or renewal processes, Work 365 can help with contract management and billing automation capabilities that eliminate friction through your sales to billing processes.

Managing renewal process
Challenges with invoicing changes with additions and reductions
Invoicing your customer taking too much time
Achieving enterprise visibility

Standardizing the invoicing and payment collection process
Difficulty tracking and managing discounts and customer pricing tiers
Wondering how to bill all your services in a single invoice?

Manage and sell your software/services easily!

Work 365 helps ISV/SaaS companies manage customer contracts, subscriptions, and track recurring revenue.

Sales Process and Payment Management

Work 365 automates the complete quote-to-cash process helping your sales team to focus on customer acquisition. Integrate with global payment providers for faster collections. Leverage sales order provisioning engine to control and manage complex sales workflows. Get the sales to flow correctly between the business and your customers without missing time in operational activities.

Advanced Billing & Subscription Automation

Avoid manual processing with Work 365 billing strategies including Arrears based billing. Offer flexible billing terms to your customers, cross-sell/up-sell, and bill any value-added offers or scenarios. Automate complete subscription life-cycle and provisioning process. Calculate and track prorations/refunds, price indexation, tiered pricing and discounts

Product Management and Invoicing Automation

Create unique product bundles that are customer-specific, including your IP and other services. Integrate with Dynamics CRM to manage product catalog and price lists. Automate and schedule invoices to bill customers accurately. Integrate with the leading accounting and financial systems and boost invoicing automation workflow.

The Work 365 difference

Maintain complete control of your data

Your subscription, pricing, contracts, and customer data resides in your Dynamics CRM

The simple, familiar pricing model

Pay for the value from the system and not by the size of your invoice

Built on the Dynamics 365 Platform

Improve customer relationships by and leveraging a system that’s already in place

Built by people who understand your business

Used by hundreds of partner around the world

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Trusted by leading companies around the globe

The best way to manage a Microsoft CSP Practice

“With well over 100% YoY growth in our our CSP business, we have been forced to adapt quickly and continue to bring new billing and service management features to our customers. Since we were already using Dynamics as our CRM platform, selecting a billing and provisioning system based on Dynamics was an easy decision to make. The Work 365 system, however, is far more than CSP billing in CRM. It’s a completely built out and fully featured back end for a Microsoft CSP practice of nearly any size. It’s clear from the first day you begin onboarding that the folks behind this system are in the business themselves and have a perfect understanding of what matters most.”

- Mike Prachar

Great tool for Doing Microsoft Cloud Service Partner

“Work 365 is a great and innovative add-on for Dynamics 365 for Microsoft CSPs. It has all the features which enable CSPs to scale quickly with minimum resources. The support for Implementation is Exemplary. A must add-on for Dynamics 365 and Cloud business. Thanks a lot for superb support.”

- Gandhavadi Gopinath

Great Dynamics Integration

“As a direct CSP partner with Microsoft, we needed a tool to tie in the Partner Center with our Dynamics system AND integrate with QuickBooks online. This tool did it all for us! The onboarding team was great and guided us with implementation and customizations. Super easy and a great tool.”

- Jim Richardson

Great Solution for Managing our Subscriptions with ease!

“We recently switched to Work 365 from another online marketplace provider and we couldn’t be happier. We’re now able to easily and quickly get customers set-up, provisioned, notified, billed, and collected all from the Work 365 App. Making adjustments to subscriptions is easy and really quick, with a seamless connection to Partner Center. Payment set-up for our customer’s Credit Card and ACH is secure and so easy to do. We’ve been live for a week and have already.”

- Kyle Collins

A great solution that allows taking advantage of Partner Benefits

“Great solution that meets all the requirements that Microsoft requires and that allows us to succeed as a CSP partner. Great work team, from installation to support have helped us work with Work365.”

- Jesús Gilberto Verástegui Mancillas

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