Plecto

Overview

Master your subscription management and maximize revenue by integrating your Chargebee revenue data into Plecto!

Make actionable decisions with real-time payment, invoicing, and subscription data – so you reduce risk and raise revenue. Empower your team to take accountability for business results by visualizing their performance in real-time on KPI dashboards that are always up-to-date and always accessible. Boost motivation with game-changing gamification, and elevate your reports with time-saving automation.

Features

Real-time data insights that raise revenue and reduce risk

Consolidate all your financial data in one place and make actionable, decisions that accelerate revenue growth with real-time performance data for your agents and customers. Perfect your subscription management and prioritize high-value deals with instantaneous insights into your billing, invoicing, and subscription automation.

Supercharge performance and trounce your targets with transparency

Power your business productivity by visualizing pre-built or customizable KPIs on real-time data dashboards. Identify expense cutbacks or optimize your ad spend. Track and trump your targets transparently – display your CLV, MRR, and value of new purchases on KPI dashboards around the office, and get everyone striving towards the same goal!

Boost motivation with game-changing gamification

Become the maestro of MRR and motivate your entire company with gamification tools like instant notifications. Send or set real-time notifications to show up on dashboards when a customer is at risk of churning… and another when one of your agents saves them! Do this for new subscriptions, orders, or settled disputes – and celebrate company-wide!

Save time with automated and accurate reports

Why waste time on repetitive and run-of-the-mill reports when you can export all your quotes, forecasts, and KPI data as auto-update reports, scheduled to be sent directly to your inbox. Automatically export your reports as presentations, so you’re precisely on time to ‘wow’ at management meetings with your impressive results!

Top-rate training and coaching with personalization

Crush your coaching and elevate your training with goal-oriented performance agreements. Define personalized targets jointly agreed upon by agents and their managers. Follow progress in real-time and with complete confidentiality to deliver top-rate training anywhere, anytime with the Plecto app – for smartphones, iPad, Apple Watch, or even TVs!

Plecto

Real-time data insights that raise revenue and reduce risk

Supercharge performance and trounce your targets with transparency

Boost motivation with game-changing gamification

Save time with automated and accurate reports

Top-rate training and coaching with personalization

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