V1.0.0.0
What’s New in This Release
- Dashboard Overview
- See your renewal status at a glance with key metrics:
- How many renewals are coming up this month
- Total amount overdue on renewals
Count of renewals in the last 30 days - View upcoming renewals for the next 6 months in an easy-to-read forecast chart
- Manage Your Subscriptions
- Add, update, and track all your subscriptions in one place
- See a complete history of each subscription’s renewal timeline
- Quickly renew subscriptions or cancel them as needed
- Search for subscriptions by client name, service type, or status
- Stay Informed
- Receive automatic renewal reminders before, on, and after renewal dates
- Choose from multiple email templates
- Set up multiple reminder schedules and track reminder history
- Manually send reminders via Excel import when needed
- Invalid email addresses are flagged so you know who might miss a reminder
- Customization & Control
- Choose which fields to display and which are required
- Assign custom approver groups (not limited to just site owners)
Set your default currency - Customize header titles and navigation tabs
- Configure your own email reminder templates
- Perfect For
- Managing contract and subscription renewals
- Tracking renewal costs and overdue amounts
- Coordinating approvals across your organization
- Ensuring no renewals slip through the cracks
V2.0.0.84 (Current Version)
- Dashboard Overview
- Displays key metrics, including Total Customers, Total Subscriptions, Total Amount, Renewals Due (30 Days), and Overdue Licenses.
- Provides a six-month renewal forecast to track upcoming renewals.
- Displays a chart showing subscriptions categorized by their current status.
- Provides an overview of overdue subscriptions and license details.
- Customers
- Displays the complete customer list and allows users to edit customer details and manage their associated contact persons.
- Provides a Customer Details drawer with options to add payments, add subscriptions, and view all associated subscriptions.
- Displays customer history, including payment transactions, subscription activities, and renewal records.
- Supports bulk renewal of multiple subscriptions for the same product.
- Supports importing and exporting customer data using Excel files.
- Subscriptions
- Displays all subscriptions with filtering and search options, allowing users to find specific records easily.
- Provides a Subscription Details drawer where users can view payment details and subscription history.
- Allows users to edit subscription details, record renewals, and cancel subscriptions.
- Supports exporting subscription data to Excel files.
- Products
- Allows users to add new products and view all available products, including active and inactive products.
- Displays product price change history and historical pricing details.
- Provides an option to view product pricing history when editing a product.
- Payments
- Allows users to add and edit payment records.
- Displays all payment records with filtering options to help users find specific transactions.
- Settings
General
- Allows administrators to configure and customize grid columns and form controls.
- Supports adding and removing configurable fields and options.
Appearance
- Allows administrators to customize the application heading, overall system colors, and font family.
- Provides configuration options for toast notification position, grid content limits, date format, and tenant and version display.
Metadata
- Allows administrators to add and manage metadata, including product categories and other configurable options used throughout the application.
Price & Margin
- Allows administrators to configure profit margin percentages and tax percentages used in pricing calculations.
Email Templates
- Allows administrators to view, add, and edit email templates.
Email Activity
- Allows administrators to view email activity logs and inspect the content of sent emails.
Bulk Email
- Allows users to send emails to multiple recipients in a single operation.
Dealers
- Allows administrators to add, edit, and delete dealer records.
- Supports managing dealer contact person information and view all dealers.