
CRM Contact Update: A Smarter Way to Track Transactions, Invoices & Subscriptions
Managing finances can be a time-consuming and complex process, but with our CRM’s latest update, it's now easier than ever. This powerful new feature enables you to handle transactions, subscriptions, and invoices directly within each contact's record. Gone are the days of jumping between multiple tabs and systems to access essential financial information. Now, you can view everything in one place—whether it's tracking a subscription payment, reviewing a recent financial transaction, or generating an invoice.
This update offers a centralized approach that simplifies how you manage billing processes and monitor financial status across your business. With the ability to run charges directly in-line, your team can now process payments and handle transaction details more efficiently, streamlining daily workflows and reducing unnecessary steps.
By integrating all this functionality into one easy-to-navigate interface, you’ll not only save time but also have access to real-time financial insights that can improve your decision-making. Whether you run a subscription-based business or just need a more organized way to handle banking transactions and invoice management, this update gives you the tools you need for better financial control and operational success.
CRM Contact Update: A Smarter Way to Track Transactions, Invoices & Subscriptions
Why Does It Matter To Your Business?
How To Use Transactions, Invoices & Subscriptions In The CRM Contact:
CRM Transactions Meet Subscription Businesses
Sync History & Financial Accuracy
Email Engagement & Customer Experience
Dashboard Control & Admin Access
Why Does It Matter To Your Business?
Effortless Access: Instantly view a contact's transactions, subscriptions, and invoices without navigating to different tabs. Streamline your billing processes, reduce duplicate records, and improve customer satisfaction.
Comprehensive Customer Insight: Gain a 360-degree view of a contact's financial transaction history. View sales transactions, subscription billing activity, and subscription charges linked to an email address, personal email address, or contact email address. This helps reduce sync failures, keep your sync history accurate, and improve database management.
In-Line Charge Capability: Process credit cards, update payment methods, and handle active transactions within the contact record, reducing the number of steps for transaction processing. Generate receipts via email or Reminder emails and update Email Templates to reflect invoice settings.
Subscription Management Simplified: Monitor subscription services and subscription business models with easy access to subscription period data, subscription invoice details, subscription payments, subscription settings, and billing period information. Recurring Billing Management is now built into the contact record, empowering subscription-based businesses.
Reduce Revenue Leakage: Track invoice record details, record payment timelines, and cash flow accurately. The new centralized Invoices tab enables more reliable invoice creation, better management of accounts receivable, and prevention of loss of revenue due to billing bottlenecks.
How To Use Transactions, Invoices & Subscriptions In The CRM Contact:
Previously, viewing invoices required navigating to the Payments section via the left menu and then selecting the Invoices tab from the top menu.
In the same way, transaction details were accessed through the Transactions tab within the Payments section.
The process for viewing subscriptions followed a similar path.
With the latest update, you can now find all of this information by going to the Contacts tab on the left menu and selecting the desired contact from the Smart Lists.
Then, simply click the Payments icon on the right panel to access transactions, invoices, and subscription details in one place.
CRM Transactions Meet Subscription Businesses
This latest update is specifically designed to cater to subscription-based businesses, offering a comprehensive solution for managing everything from subscription charges to billing cycles. Whether you're overseeing subscription models for a single business or across a network of franchises, this update simplifies the process by streamlining essential workflows. With features like Subscription Widgets, your customers now have an improved self-service experience, allowing them to manage their subscriptions with ease.
The integration of CRM with invoicing ensures that your billing processes remain accurate and on schedule, making it easier than ever to handle subscription billing, pricing plans, and adjustments to subscription settings. This update also supports different subscription business models, providing you with the flexibility to customize your approach based on your business needs.
With broad compatibility across enterprise systems, businesses can scale and adapt their financial operations seamlessly. The update supports multi-currency transactions and flexible pricing models, making it well-suited for global operations. It also aligns with standard accounting methods, such as accrual and cash accounting, ensuring compliance with regulatory requirements. This makes it an ideal solution for subscription-based companies aiming to optimize and streamline their processes.
Sync History & Financial Accuracy
To ensure smooth operations and avoid common sync failures, it's essential to leverage advanced sync controls. By choosing from auto sync for daily updates, manual sync for on-demand adjustments, or relying on complete sync for comprehensive updates, you can ensure that all committed transaction data stays up to date, minimizing disruptions in your workflow.
The system adheres to ACID properties throughout the database transaction flow, guaranteeing that data remains consistent and reliable. This includes the management of internal transactions, uncommitted transactions, and autonomous transaction management. Whether you're processing a current transaction, reviewing a calling transaction, or managing an entire transaction group, users and record owners can rely on the system’s detailed history logs. These logs provide transparency into each stage of the process, ensuring every step is accurately recorded and accessible.
This comprehensive tracking ensures you have full visibility into your transaction processes, making it easier to manage and resolve any issues that arise. By maintaining data integrity and providing clear insights into your transaction names and statuses, businesses can confidently manage their transaction processing while enhancing overall efficiency and reducing the risk of errors.
Email Engagement & Customer Experience
Efficient communication with customers is key to maintaining strong customer relationships and improving overall customer experience. You can now easily send Reminder emails, provide a receipt via email, and update invoice emails using the default email address or custom email addresses linked to each contact. Whether you're sending personalized one-to-one email messages or using templated communication, staying proactive in informing customers can significantly enhance customer engagement and increase customer satisfaction.
By utilizing Email Templates, you can streamline and customize your communications to align perfectly with your invoicing process, payment records, and other important financial timelines. This approach helps reduce billing bottlenecks and ensures that your customers always receive timely and relevant updates.
Additionally, the integration of these email capabilities with your CRM allows for a seamless connection between subscription details, invoice records, and subscription billing processes. Tailoring your emails to specific customer needs and requirements fosters a positive relationship, strengthens channels of customer interaction, and meets evolving customer expectations, all while reinforcing the clarity and accuracy of your subscription management and subscription payments.
Dashboard Control & Admin Access
Manage subscription views, subscription status, and payment method usage all from one place. Admins can use the invoicing dashboard to monitor key indicators like churn rate, recurring billing management, and sales processes.
Make updates via the Save button Power Platform Admin Center or dive into property history, record owner changes, and mapping fields using the enhanced Settings tab. The CRM also supports full visibility across Dynamics 365, Dynamics 365 NaN, and even third-party platforms like Zoho Subscriptions.
Custom Fields, Currency & Flexibility
With the latest update, Custom Fields now enhance the financial section of your contact record, offering complete flexibility in how you manage your data. You can tailor data entry to track cash method or cash payment records, as well as reflect base currency preferences, providing better cash flow transparency across your system.
This update also supports accrual accounting, ensuring your accounts receivable and financial data remain accurate and up-to-date. With real-time integration for CRM-linked payment of employees and the ability to UPDATE employees data instantly, your accounting processes are smoother and more efficient.
The ability to commit records helps to reduce duplicate records and improve data consistency. Plus, by streamlining online payment tracking across various systems, you ensure that your financial operations remain in sync and easy to manage. This means fewer errors, fewer billing issues, and more control over your finances.
Whether it's updating subscription billing, managing payment records, or integrating multiple financial workflows, these updates allow for greater customization and management, reducing the risk of revenue leakage and improving overall subscription management. The result is a streamlined, efficient system that boosts both operational efficiency and customer satisfaction.
Why This Update Changes Everything
Whether you're managing a busy subscription model, working to prevent revenue leakage, or looking to enhance the customer experience with D365, this update has been crafted with the modern business in mind. It offers a smooth, integrated solution to help you manage all your financial operations in one place.
With new features like mapping fields, payment detail management, and invoice sync, all directly accessible from a contact's record, you can take full control of your invoicing process. This centralization eliminates potential billing bottlenecks, making it easier to stay on top of subscription billing and ensuring a smoother, more efficient experience for your team.
What's more, this update helps you reduce churn by delivering a hassle-free billing experience for your customers. Thanks to improved transaction processing, better syncing options, and fully integrated invoicing, your business can improve subscription management workflows, boost customer satisfaction, and keep operations running smoothly.
Take advantage of this update today and see how our CRM can simplify your financial processes while fostering the growth of your subscription-based business with greater transparency, efficiency, and ease.
Take control of your financial operations today with our CRM's latest update. Simplify billing, enhance customer experiences, and streamline subscription management—all from one central location. Visit zapiy.com now to learn how you can optimize your CRM for better financial efficiency and operational success.
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