System: Stripe
Kari: Quote Builder
CPQ software for businesses whose pricing is too complex for a template, letting you configure products, production costs, margins, and rules, then send a hosted online…
Himalia: Membership Manager
Membership management software that handles members, dues, and renewals with self-service profiles and automatic payment collection, all synced to your CRM.
Larissa: Renewal Reminder
Contract renewal software that spots upcoming contract and subscription renewals early and nudges the right owners before anything lapses.
Helene: Customer Health Monitor
Customer success software that scores account health from usage, support, and payment signals, flagging churn risk early right inside your CRM.
Pandora: Subscription Manager
Subscription management software that runs recurring plans, renewals, and failed-payment recovery, with each customer's subscription status synced to your CRM.
Dione: Order Management
An order management system that lets you take orders, track fulfilment, and keep stock and customer records in sync from a single dashboard.
Amalthea: KPI Dashboard
KPI dashboard software that gives leaders a live executive view of sales, support, and finance metrics pulled from your CRM and connected tools.
Oberon: Customer Portal
Customer portal software that gives clients a secure self-service space to view orders, invoices, documents, and support tickets, all powered by the data in your CRM.
Charon: Invoice & Payments
Invoicing software that raises invoices straight from your CRM deals, takes card payments online, and reconciles everything back to your accounting system automatically.
Titan: Quote Tracker
Quoting software that lets your sales team build and send professional sales quotes straight from your CRM, then tracks the moment each one is opened, viewed,…