Sell the plan, take the payment, send the invoice and let members sign in to your WordPress site - one system, so a subscription service is running in days, not a quarter.
Onboarding is selective. Register and our sales team will review your business and be in touch.
Most subscription services are held together by four tools that do not talk: a payment page, an invoicing app, a membership plugin and a spreadsheet of who renews when. Sales Intellect is all four. The subscription lives on the contact, Stripe takes the money on your own form, the invoice is raised and paid in the same place, and your WordPress site asks us who is allowed in.
Every subscription has its terms, its next renewal date and its payment status. Renewals due this month, overdue and unpaid are one click away, and a workflow can chase each one for you.
A Stripe payment on your form records the sale, starts the subscription and issues a paid invoice in one step - and the member's website login follows from it.
When a subscription lapses or a payment fails, the website role goes with it within a minute. Nobody has to remember to remove anyone.
Plans as products with their own term length and price, a ledger of every term (initial, renewal, rejoin), payment status per term, lapse after a grace period, and MRR and renewal forecasts.
Connect your Stripe account and add a payment block to any form: pick a plan, pay by card, GST worked out per line. Test and live modes, webhooks set up for you, refunds from the CRM.
Numbered invoices in your own layout, paid by Stripe or bank transfer from a customer payment page. A renewal's invoice and its term stay in step both ways.
Our WordPress plugin lets members sign in with a password the CRM keeps. Access roles follow an active, paid subscription, a tag or a field, and invitations go out from the CRM.
A new term, a payment or a status change starts a workflow: welcome the new member, remind them before renewal, chase a failed payment, win back a lapsed one.
Our consultants set up your plans, payment form, invoice layout and website connection with you, so the first member can pay and sign in within days.
Our onboarding consultants learn how your business actually runs and build your fields, process, forms and first workflows with you. Prefer to see everything first? Here is the whole product.
Register your business