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Manage & Monitor Subscription-based Sales

Our subscription management Synergy application enables you to easily track, manage and monitor subscription or renewal-based sales in your Maximizer CRM.

Use the Subscription manager to to help you:


  • See at a glance the renewal status of your subscribers.
  • Create alerts to notify you of upcoming renewals.
  • Review history of renewals.
  • Identify opportunities to cross and up sell.


With the application integrated into Maximizer, you will also be able to:


  • Build mailing lists of subscribers to specific products or services.
  • Issue customers with renewal notices and/or subscription invoices.

Standard Synergy Functionality

The following standard features would be available to any Subscription Management system deployed with Synergy:


  • Customisable screen, column layout (including application or company branding, fields etc).
  • Build lists based on single or multiple search criteria.
  • Field and record level security to control how the module is used, allowing you to control what users can amend and view.
  • Custom filters to make popular searches one click away (e.g. supplier filters,product category filters).
  • Conditional fields data validation that helps ensure the correct information is captured (e.g. when Ford is selected from a list only Ford cars can be selected).

Reports & Analysis

Using the data in your Maximizer CRM, the Subscription & Renewals Management system helps you to:


  • Report on renewal rates by Product, Region, Customer Profile etc.
  • Predict forthcoming subscription revenue by month/quarter/year.
  • Analyse renewals not taken, outstanding or overdue.
  • Understand what staff & resources will be required to service renewals taken in the next 30, 60 , 90 days.



Talk to us about Subscription Manager today by giving us a call on 0345 260 8801  or contact us here