What is Revenue Lifecycle Management software?

Revenue Lifecycle Management software is a tool that helps businesses launch flexible revenue models and manage dynamic customer relationships by automating tasks across the product-to-cash lifecycle on CRM.

Drive revenue growth on the #1 AI CRM for sales.

Create quotes and orders on one revenue platform. Power guided quoting, AI-assisted contracts, efficient fulfillment, and accurate billing — across any channel, with any revenue model.

Configure, price, and quote from anywhere.

Quote Generation with Guided Selling

Help sellers create accurate quotes quickly — on any channel — using guided tools and clear workflows. Protect revenue with intelligent product bundling and rules that ensure correct pricing. Boost sales with suggestions for upgrades and add-ons.

Centralized Product and Pricing Data

Streamline your entire sales process with a unified product catalog that all sellers and partners can access. Increase revenue with simplified pricing. Make it easy for everyone to understand with a pricing waterfall. Ensure pricing is accurate and compliant using contracts with derived and contract pricing.

Optimized Quoting for Any Revenue Model

Support quoting for any monetization model — whether it’s one-time, subscription, usage-based, or a mix of models. Improve collaboration between sales and finance teams with accurate quote and order data. Convert more quotes to orders with an integrated revenue platform.

Manage the entire contract lifecycle on CRM.

Contract Creation and Updates

Go from opportunity to quote to contract more efficiently than ever. Speed up new sales and renewals by allowing reps to create and update contracts at any stage of the customer lifecycle. Enable legal teams to create contract templates and manage clause libraries that can be leveraged by sellers during the contracting process. Improve customer experience by unifying sales, finance, and legal teams with Contract Lifecycle Management on CRM.

Accelerated Contract Redlining and Changes

Simplify contract negotiations with automated processes across all business units. Maintain compliance with preapproved templates and save time with AI-powered clause generation and redlining. Speed up contract close with prebuilt clause templates, automated approval workflows, and e-signature integration.

Touchpoint and Obligation Support

Manage every contracting touchpoint — from initial sale to ongoing changes straight from CRM. Reduce system cost and improve data accuracy by unifying contract data. Empower reps to kick off review and approval workflows for renewals or contract changes straight from their opportunity. Ensure contract commitments are fulfilled with obligation management. Give visibility and tailor functional permissions to relevant business functions.

Orchestrate the perfect order.

Order Automation

Manage complex order processes at scale, from fulfillment to billing. Orchestrate orders with an intuitive design canvas to break down commercial orders into technical fulfillment orders. Configure orchestration plans that adapt to changes in real time and support seamless integration across downstream systems.

Reduced Order Fallout

Keep sales order management and finance teams aligned and responsive to save time on manual interventions, and deliver products faster. Meet service level agreements with the right visibility into the order, dependencies, and fulfillment.

Downstream Process Initiation

Automate tasks for fulfillment, compensation, revenue recognition, and billing. Set up workflows that respond in real time to events or exceptions. Put in place execution and enrichment rules to customize plans for handling each part of an order accurately.

Invoice, pay, and collect for every charge model.

Invoice Automation and On-Time Delivery

Eliminate point solutions and scale business operations by unifying billing for all sales channels on CRM. Ensure invoices are calculated for any frequency — monthly, quarterly, or annually — with a built-in invoice scheduler. Capture charges across every sales channel with consolidated invoicing. Optimize data storage and retrieval processes for invoice lines and credit memo lines.

Usage-Based Billing

Seamlessly manage metered usage products — from product selection through to post-purchase adjustments — with a flexible subscription manager. Provide for adjustable allowances, flexible rate tiers, and tailored usage terms. Empower customers to easily adjust allowances or cancel services through any channel.

Fast Payment Collection

Accept any payment method through a preferred payment gateway. Automate electronic payments like ACH and credit cards. Make collections easy with automated customer notifications and dunning process flows. Support financial reconciliation with a streamlined Salesforce/ERP interface.