Vision 365 Subscriptions & Memberships manages everything that is sold and billed on a recurring basis: membership plans, service subscriptions, family and corporate accounts, entitlements, billing runs and renewals. Sales, service and finance teams work from the same subscriber record.
The module is part of the Vision 365 CRM and connects with invoicing, payments, cases and campaigns, so every renewal, upgrade or cancellation is traceable from the first offer to the last invoice.
Plans, pricing and entitlements in one catalogue
Define subscription and membership plans per audience — individual, family, junior, corporate — with fee, billing frequency, included services, access rules and minimum term. Follow active subscribers, recurring revenue, retention, upgrades and cancellations per plan.
- Plans with fee, frequency and minimum term
- Included services and usage limits
- Access rules per location or unit
- Active subscribers and recurring revenue
- Upgrades, downgrades and cancellations
- New prices for new contracts only
A 360° view of every subscriber
Each subscriber has one record with plan, entitlements and usage, family members or dependants, billing schedule, contract terms, charges outside the plan and the full interaction history. Sales, service and finance work from the same view.
- Entitlements and usage to date
- Family members and dependants
- Billing schedule and payment method
- Contract terms and renewal date
- Charges outside the subscription fee
- Requests, cases and activity history
Recurring billing and renewals without spreadsheets
Billing runs issue all invoices for the period in one step, grouped by payment method — direct debit, card or bank transfer. Renewals due are listed ahead of time with owner and status, and reminders, proformas and renewal offers are sent from the same workflow.
- Billing runs per period and payment method
- Mid-period changes picked up in the next run
- Invoices issued and sent automatically
- Renewals due with owner and status
- Reminders, proformas and renewal offers
- Failed payments followed up as tasks
Corporate accounts and seat packages
Companies buy seat packages for their employees or members: seats assigned and available, contract addenda, invoicing to the company and events booked for the account. Account managers see usage per seat and prepare renewals with real consumption data.
- Seat packages per corporate contract
- Seat assignment and replacement
- Contract addenda with full history
- One invoice to the company
- Events and bookings for the account
- Usage per seat ahead of renewal