SharePoint Revenue Management SoftwareRevenue 365
Revenue Management Tool with Microsoft 365 Integration
- Integration: Effortlessly connects with Microsoft 365 tools, including SharePoint and Teams, for a unified experience.
- Centralized Control: Establishes a comprehensive hub for managing revenue streams and financial processes within your digital workspace.
- Real-Time Insights: Provides instant access to critical revenue data, enabling informed decision-making and improved financial planning.
- Streamlined Workflows: Minimizes tool-switching, enhancing efficiency and fostering a collaborative, productivity-driven environment.
Product and Service Categorization
- Flexible Categorization: Organizes different types of products and services into distinct categories for better management.
- Bulk Addition: Allows bulk uploads to streamline the process of adding multiple items under a single category.
- Simplified Navigation: Enhances searchability and accessibility within the system for faster operations.
- Customizable Setup: Adapts to unique business needs with tailored category structures and attributes.
Revenue Management System for Bundle Calculations
- Optimized Pricing Models: Accurately calculates and tracks revenue for bundled offerings, aligning with dynamic market demands.
- Enhanced Revenue Forecasting: Provides detailed insights into bundle profitability to support strategic planning.
- Customizable Configurations: Easily adjusts to different bundle structures, ensuring flexibility for diverse business needs.
- Error-Free Automation: Eliminates manual errors in bundle pricing, improving efficiency and financial accuracy.
Invoicing and Quotations
- Streamlined Invoicing: Simplifies the creation and management of general invoices for faster, error-free billing processes.
- Quotation Management: Enables quick and professional quotation generation to improve client communication and conversion rates.
- Proforma Invoicing: Facilitates detailed proforma invoices to provide accurate cost estimates and enhance transparency.
- Integrated Workflow: Unifies invoicing, quotations, and proforma management to save time and boost operational efficiency.
Revenue Management for User Roles and Approvals
- Customizable Roles and Permissions: Assigns precise access levels based on user roles, ensuring secure and controlled operations.
- Scoped Access: Limits visibility and actions to relevant data, fostering accountability and minimizing errors.
- Approval Workflow Automation: Streamlines the approval process with predefined workflows, reducing delays and improving efficiency.
- Enhanced Security: Ensures sensitive financial data is accessed and modified only by authorized personnel.
Offer and Subscription Flexibility
- Advanced Discounting: Enables creation and management of attractive offers and discounts to drive customer engagement.
- Flexible Upgrades and Downgrades: Allows seamless subscription adjustments to match customer needs and preferences.
- Pause or Cancel Options: Provides customers with the ability to pause or cancel subscriptions effortlessly, enhancing user satisfaction.
- Dynamic Pricing Control: Simplifies the process of applying promotional offers while maintaining accurate revenue tracking.
Connect Revenue 365 with your other apps
Revenue 365 Plans
Standard
$4999
per month, billed yearly
Standard Plan Features
- 10 users
- 2 support tickets per annum
- Free updates via MS store
- Integrates with Office 365
- SharePoint app only
- Data stays in SharePoint
- Mobile responsive
- Multiple roles
- Onboarding module with template
- Standard notifications
Plus
$14999
per month, billed yearly
Everything in Standard and…
- 25 users
- 4 support tickets per annum
- Free updates with support
- Theme customization
- Digital joining forms
- Employee record repository
- Tasks & checklist for HR
- Company policy documents
- Document repository
Premium
$19999
per month, billed yearly
Everything in Plus, and…
- 40 users
- Additional users at $1/user
- Microsoft Teams App
- Additional user properties
- Custom fields in joining forms
- Employee self service portal
- Dashboard - Onboarding
- Outlook calendar integration
- Tasks & checklist for various roles
- Task tracking, status and reminders
- Employee self-service portal
Enterprise
$29999
per month, billed yearly
Everything in Premium and…
- 50 users
- Additional users at $1/user
- Dashboard - Organization analytics
- Auto user creation in Office 365
- Auto add employee in MS Teams
- Auto add employee in Office 365 Groups
- Pre-onboarding module
- MS forms integration
- Adobe Sign / DocuSign Integration
- Multiple reports
- Smart and customizable notifications
- Customize with Power Automate.
- API connectivity
- Connect with Power BI
- Dedicated Account Manager
- One free customization*
100+ users ?
For non profit organizations and govt funded educational institute pricing,
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Some of Our Clients
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Frequently Asked Questions
Revenue 365 is an all-in-one revenue operations platform designed to streamline and optimize invoicing, billing, and revenue processes across multiple business lines. It provides businesses with a centralized solution to manage their revenue operations efficiently and effectively.
Once the application is deployed in your Microsoft 365 tenant, we do not maintain any access, permissions, or control over it
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