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Subscriptions, churn tracking and board dashboards on the Zoho suite

A SaaS company got one system for customers, subscriptions and engagement, with churn warnings and executive reporting.

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Client
Stock Analytics Tool
Industry
Fintech / SaaS
Platform
Zoho CRM + Zoho Analytics + Zoho Billing
Project duration
3 months
Project type
CRM, analytics and billing integration

What changed

100%Billing automatedSubscription management
Real-timeChurn trackingEarly warning system
CustomBoard dashboardsExecutive reporting
0Manual invoicesFully automated

Building a SaaS operations stack

This fintech SaaS company needed a complete operations infrastructure, from customer management to billing automation to executive analytics, all working seamlessly together.

Customer and subscription management

Needed a centralized system to manage customers, track subscriptions, and monitor user engagement across their SaaS platform.

Manual billing processes

Invoice generation and subscription billing were handled manually, leading to delays and errors in payment collection.

No visibility into churn

Leadership had no data-driven way to track customer churn, identify at-risk accounts, or measure retention initiatives.

Customer management and automated subscription billing

Zoho CRM implementation

What we build (5)
  • Customer and subscription management
  • User account tracking
  • Service tier management
  • Lead-to-customer pipeline
  • Customer health scoring

Zoho Billing integration

What we build (8)
  • Subscription management
  • Automated billing cycles
  • Usage-based billing where applicable
  • Payment processing integration
  • Automatic invoice generation
  • Recurring invoice automation
  • Payment reminders
  • Failed payment handling

Leadership and board visibility

Custom Zoho Analytics dashboards providing real-time visibility into business metrics, customer health, and growth indicators for leadership and board members.

Churn rate analysis

Metrics (6)
  • Current churn rate
  • Historical churn trends
  • Churn by customer segment
  • Churn prediction models
  • Retention campaign effectiveness
  • Customer lifetime value impact

Sales metrics

Metrics (5)
  • New customer acquisition
  • Revenue growth tracking
  • Sales pipeline performance
  • Conversion rates
  • Sales team performance

Software sales parameters

Metrics (6)
  • Active users vs total licenses
  • Feature usage analytics
  • User engagement scores
  • Product adoption curves
  • Upsell/cross-sell opportunities
  • Customer health scores

The SaaS subscription workflow

  1. Customer signup

    Customer signs up for stock analysis tool

  2. CRM capture

    CRM captures customer and subscription details

  3. Billing schedule

    Zoho Billing creates subscription and billing schedule

  4. Analytics access

    Customer accesses personalized Analytics dashboard

  5. Auto invoice

    Invoices automatically generated per billing cycle

  6. Payment and sync

    Payment processed and recorded in CRM

Analytics tracks customer usage and engagement throughout.

Integration architecture

  • Zoho CRM as central customer database
  • Zoho Billing connected to SaaS product
  • Zoho Analytics dashboards per customer account
  • Automated data flow between systems
  • API integrations for real-time sync
  • Payment gateway integration
  • Custom SQL queries for complex metrics
  • Scheduled report delivery to leadership

The value delivered

Board-ready business intelligence

Real-time dashboards that leadership actually uses

Early warning for churn risk

Identify at-risk customers before they leave

Zero manual billing

Subscriptions, invoices, and payments fully automated

Unified customer view

All customer data in one connected system

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