Feature Packed, Priced with
Smaller Businesses In Mind
Prices starting at $99
Feature List
Feature rich already, and additional functionality continually being added
Feature | Description |
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Multiple User accounts | Up to three user accounts |
Self-service knowledge base | Easy to use, searchable knowledge base. Get answers fast without having to wait, whenever you need it, right within TrueRev. |
Best-in-class Support | Friendly, experienced reps are available by phone, chat, and email 7am–6pm PT, Mon–Fri. |
Customizable admin permissions | LET'S TALK: Set up permissions for individual admins based on what areas of the application they should have access to. |
Feature | Description |
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Integrations with Quickbooks online | Two way syncing with a press of a button |
Integrations with Quickbooks Desktop** | Two way syncing with a press of a button |
Integrations with Salesforce** | Add-On, let’s talk |
Subscriptions Onboarding service | Free for up to ten subscriptions |
Feature | Description |
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Core Subscriptions (SaaS) metrics | MRR, ARR and more |
Customer list | A view into each customer, organized for you. |
Advanced filters | View customers or anything else you need TrueRev’s tagging feature |
Revenue recognition (GAAP/ASC 606) | Fully flexible revenue recognition module |
Revenue and cash flow forecasting | View revenue recognized and expected cash flow, today, yesterday, and expected in the future |
Expected future cashflow | Know what your customers will pay you in the future even if you have not sent them an invoice |
A/R Aging | Collect on aged accounts faster |
Deferred Revenue Report | Deferred revenue by subscription or customer, without having to open a spreadsheet |
Customer Segmentation (using tags) | Separate customers based on however you want to segment them |
Scheduled Custom Reports | LET’S TALK: Create automatic reports which are sent to key decision makers in your organization. Visibility and transparency through TrueRev |
Export and share | Easily send out metrics reports to key stakeholders |
Reporting – Dashboards | Customizable dashboard to track your most important metrics |
Recurring Billing Schedule | Plan spending when you know your cash inflows! |
Feature | Description |
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Intelligent Digital Subscription RepositoryTM | One place to store all of your subscription documents with powerful search built in. Also, know what is in each document without having to open them. |
Custom tags assignable to individual subscriptions | Use tags to identify unusual subscription terms. Segment customers with this and more. |
Import/export all subscription documents in one place | Upload and share subscription documents from a single secure repository |
Link associated subscriptions to maintain hierarchy (eg MSA>SOW) | Renewals, amendments, addendums, all organized in a familiar parent/child hierarchy |
Upgrade/Downgrade Automation for any deal | Track subscription movements during entire customer lifecycle |
Your product catalog with customizable SKUs | Maintain your products in TrueRev’s product catalog |
Manage deals with any term or no term at all | Flexibility in renewal dates |
Renewal notifications | TrueRev tracks renewals so you don’t have to |
Renewal reports | See what’s coming up so your customer success team can keep churn low |
Tracking auto-renewals and auto-renewal cancellations | Keep track of important customer events |
Tracking sales people per deal | See performance metrics for your key employees |
Track pilot customer and conversions | Know how long your customer relationships last, important when understanding your Customer Lifetime Value |
Multiple users | Sales ops can also be involved in setting up subscriptions while accounting can do the invoicing, all done with TrueRev |
Feature | Description |
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Fixed Recurring | Basic subscriptions can be set up in seconds. TrueRev will then auto send future invoices on your behalf, lessening monthly workload |
One-Time Charges | One time non-recurring charges easily billed outside of the subscription billing and still linked to subscription customer |
Flexible Calendar Billing | No matter when the subscription begins, you can customize the invoice dates. Send the first invoice on a different date than the rest, no problem. |
Usage-Based | Apply usage changes on the fly, and revenue updated automatically |
Plan Add-Ons | Add products, or upgrades at anytime during the subscription period |
Discounts by Product Line Item | Discounting done at the product level, ensuring accurate sales taxes (if applicable) |
Automated Payment Recording | Syncing with your accounting system ensures all systems accurately reflect payments |
Invoice Branding | Add a logo or other custom details |
Multiple Subscription on a Single Invoice | Flexible based on how your customer wants to see their invoices |
Terms | Customizable payment terms |
Projected Invoices (Quotes) | Let’s talk |
Invoice Notes | Custom notes on invoices |
Multiple Subscriptions, Plans, Products and One-Time Purchases on a Single Invoice | Flexible based on how your customer wants to see their invoices |
PO Numbers | Add PO numbers based on customer requirements |
Billing and Unbilled Statements | The power of unbilled reports allow you know understand future cash flow |
Automated Invoicing | Set up once and TrueRev will send invoices automatically |
Calendar Billing | Flexible to send invoices however your business requires |
Reminders | TrueRev will remind you when invoices need to be sent |
Multiple follow-ups | Auto reminders to customers to pay overdue invoices |
Advance Invoices | In or arrears or advance, invoicing to suit precise subscription terms |
Taxes | Tax based on product requirements |
Feature | Description |
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Encryption | Data transferred to and from our servers are secured with industry standard encryption |
Data storage | Your data is stored securely in Amazon’s RDS servers with Multi-AZ feature which provides enhanced availability and durability |
Disaster Recovery | We have configured automated backups for RDS which will backup data upto 30 days. |
Reviewed by Intuit | TrueRev has been reviewed by Intuit for security which also includes Attack Vulnerabilities and Authorization managements. |
Feature | Description |
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Accounting & Revenue Recognition Management | Use the revenue schedule to create monthly journal entries |
Revenue Recognition – Daily Earned and Deferred | Revenue schedules done daily to achieve the highest level of accuracy |
Cumulative catch-up | Let’s talk. Easily handle deferred start dates for revenue |
Adjustments | Adjust your revenue schedule at anytime and perform automatic recalculations, saving you tons of time from spreadsheet hell |
Monthly/quarterly/annual reporting | Change periods at the click of a button |
Exportable | To xls, csv |
Customizable recognition | Daily or monthly, on a deal by deal basis |
Relative allocation calculator | Let’s talk |
Milestones | Track individual milestones which may have revenue triggers |
Flexibility | View your revenue by customer, product or account. Export it as the same and analyze to your hearts content |
Deferred revenue and unbilled A/R | TrueRev automatically tracks deferred revenue and/or unbilled revenue based on your revenue recognition schedule and whether or not an invoice has been sent |
Immediate, custom, ratable recognition | Whatever the deal requires, you can do it with TrueRev |