In this article, we’ll walk you through the details of the Finance section of the main menu, helping you understand how to navigate, manage, and view billing cycles, invoices and order forms. Billing cycles The Billing Cycles tab provides a comprehensive view of all your billing activities. The table displays detailed information about each billing … Finance reports
Rizer CRM simplifies subscription management and billing by allowing users to initiate and track subscriptions with customizable billing cycles. In Rizer CRM, when a deal with a subscription pricing model is won, the subscription can be initiated through the use of billing cycles. This feature allows you to effectively manage and track the ongoing payments … Subscription management & billing cycle
In Rizer CRM, deals are designed to hold the products you are trying to sell, all pricing information, order forms, and all actions related to that deal. Deals help you efficiently organize and track your sales process, ensuring that all relevant information is easily accessible and actionable. Deals can be created for both leads and … Creating and managing a deal
A deal represents a potential sales agreement or opportunity with a client or prospect. It includes specific information about the sales transaction, such as the products or services being offered, the value or size of the opportunity, the assigned sales representative (deal owner), and the current stage in the sales pipeline. Deals are used to … Add your first deal
Rizer CRM’s recycling feature is designed to help sales teams revisit past deals, keep lead data organized and warm for re-engagement, and incorporate feedback on product features and market conditions. By collecting structured data and competitor insights, Rizer CRM empowers teams to handle objections effectively, nurture leads more precisely, and strategically re-enter deals into the … Recycling
A user within Rizer is a member of a team that has a specific role within the organization. In this section you can activate and deactivate users, edit their profiles and roles, and set a management hierarchy. Each user has a user timeline that you can review here, and in some scenarios users can be … Adding users
The product list in Rizer CRM includes the name of each product, a product ID and the pricing models associated with each product. In this step, you will create your products, define specific pricing models, and learn how to evolve your products as your pricing strategy changes over time through a simple and intuitive interface. Rizer … Products
Rizer CRM allows you to set deal value and lifetime value intervals to estimate customer product usage duration, as well as configure stage probabilities, win dates, and subscription terms to forecast deal closure likelihood and new contract duration. The platform also enables you to define company targets by month and year for performance tracking on … Estimates
Lead capture forms save time for the sales team by removing the need to copy-paste leads. You can embed them on your website, adapt them to your website’s design and avoid unnecessary integrations with third party solutions. Learn how to create new forms, deactivate unused ones and embed a form onto your website. In Rizer … Webforms
On this page you’ll see your organization’s main information and your account details. Account creation will automatically fill in most of this information for you, and you’ll be able to edit and update it as necessary. You’ll also be able to set your preferred currencies, the default currency, your time format, and the language for … Your Organization
