Customer lifecycle management

Convert prospects
into profitable customers

Create personalized quotes | Zoho Billing

Tailor quotes to customer preferences

Create quotes that resonate with your customers by tailoring them in their preferred language and to compliance standards.

Convert quotes to invoices | Zoho Billing

Turn quotes into invoices

Once receiving your client's quote approval, convert it into an invoice in a single click without having to re-enter any information.

Offer glimpses
of your product

Engage with free trials

Give your prospects a firsthand experience of your services through free trials. Customise your trial period depending on the customers you cater to.
Automated trial notifications

Send automated reminders to keep prospects well-informed as their trial period comes to an end, ensuring a seamless transition to a paid version.

Effortlessly manage
subscriptions at scale

Provide your customers with the flexibility to upgrade or downgrade between different plans at any point of the billing cycle. Offer them an option to pause and resume subscriptions at their convenience instead of canceling, reducing involuntary churn.

Place the power
in your customers' hands

User-friendly self-service portal

Empower your customers with an intuitive self-service portal that enables them to upgrade or downgrade between subscription plans and take control of their accounts.

Customer approvals and feedback | Zoho Billing

Review and approval access

Customers can view, accept, and provide comments on quotes, review and approve timesheets, and manage project details.

Track transaction history

You can track interactions, purchases, and milestones while your customers can access their transaction and purchase history in one spot.

See what customers have to say about Zoho Billing

As a cloud-based SaaS subscription business, Zoho Billing is a 100% perfect fit for us. It's great to not have to worry about invoicing customers as the process is automatic. We love it and would highly recommend it to anyone with a subscription/SaaS business.

Hari Iyer

Founder, SyncEzy

On an average, we had to spend 2 minutes for each renewal, just to record the payment in our system. After using Zoho Billing, our processing time went down by 75% and we managed to completely cut away postage expenses!

Julie Reeder

President, Reeder Media

Ensure a smooth
customer lifecycle

Convert prospects
into profitable customers

Tailor quotes to customer preferences

Turn quotes into invoices

Offer glimpses
of your product

Effortlessly manage
subscriptions at scale