Plan catalog that scales
Define price, billing cycle, trials, and seat-based options without rebuilding your stack.
Add-ons · Launch
Subscriptions Module — Plans, billing cycles, and MRR
Sell plans with trials, renewals, and upgrades — and keep MRR, churn, and entitlements visible in CRM.
About the Subscriptions module
The Subscriptions module handles any recurring relationship your business sells — memberships, plans, or retainers — starting from a simple plan catalog that defines price, billing cycle, and trial length. When a customer subscribes, that plan status lives on their CRM contact record, so sales, support, and billing all see the same up-to-date picture instead of checking a separate billing dashboard.
Day-to-day subscription management covers starting, pausing, and stopping plans, with payment collected automatically through connected payment gateways and receipts generated without manual invoicing. As your offer matures, proration on upgrades and downgrades, coupons and discounts, and metered add-ons let you price more flexibly, while dunning — automatic retries and reminder emails for failed payments — protects recurring revenue from involuntary churn.
Because Subscriptions is built to work with the Invoice module, recurring charges, add-ons, and credits post to the same invoicing system you already use for one-off billing. Growth-tier accounts get a self-service customer portal, lifecycle webhooks, and MRR/ARR/churn analytics, while Enterprise adds advanced revenue recognition, multi-entity contracts, and plan experimentation for teams running subscription billing as a serious revenue line.
Changing a plan mid-cycle is one of the trickiest parts of subscription billing to get right, and it is handled automatically here: upgrades and downgrades prorate the current period, so customers are charged or credited fairly instead of your team calculating adjustments by hand every time someone changes tiers.
Why teams choose Subscriptions
Create plans, manage customer subscriptions, and sync recurring revenue with invoicing and entitlements.
Fewer failed payments
Dunning retries and reminder emails reduce involuntary churn.
Revenue you can report
Track MRR, ARR, churn, and expansion as subscriptions change.
None of this requires enabling any other module first. Subscriptions is priced and tiered on its own, so a team can adopt it purely for what it does, and connect it to the rest of ModulCRM only when — and if — that becomes useful.
How Subscriptions works
A typical path from setup to day-to-day use of the Subscriptions module.
01
Define your plans
Set price, billing cycle, and trial length for each plan — from a single flat rate to seat-based pricing.
02
Subscribe a customer
Attach a plan to a CRM contact, collect payment details once, and let billing run on the cycle you defined.
03
Handle changes automatically
Upgrades, downgrades, pauses, and cancellations update entitlements and prorate charges without manual recalculation.
04
Watch recurring revenue
MRR, churn, and expansion metrics update as subscriptions change, so you always know the state of recurring revenue.
Common use cases
Subscriptions is used differently depending on the size and shape of the team running it, but these are the situations where it comes up most often.
- Coworking membership and office licenses
- SaaS-style recurring products sold from CRM
- Gyms and clubs with membership billing
Feature tiers
Each module is available in Basic, Growth, and Enterprise — so you pay for depth only where you need it.
Basic covers the core subscriptions workflow end to end, so a small team can run on it indefinitely without ever touching a higher tier. Growth adds the automation, multi-location, and reporting depth that matters once that workflow starts to strain under more volume or more locations.
Enterprise is aimed at organizations that need subscriptions to behave like core infrastructure — with governance, advanced integrations, and, in several modules, AI-assisted features layered on top of everything included at Growth.
Basic
Core essentials
- Create plans (price, cycle, trial)
- Start / stop / pause subscriptions
- Multiple billing cycles
- Payment methods via gateways
- Auto-invoice & receipts
Growth
Scale & automate
- Proration on upgrades
- Coupons & add-ons
- Metered usage
- Dunning & self-service portal
- MRR / ARR / churn analytics
Enterprise
Governance & depth
- Advanced revenue recognition
- Multi-entity & contract terms
- SSO/SCIM for B2B orgs
- Plan experimentation
- ERP/BI data exports
Subscriptions frequently asked questions
Common questions about the Subscriptions module.
- Can I offer a free trial before billing starts?
- Yes. Trial length is configurable per plan from the Basic tier, so you control exactly how long a customer can use a plan before the first charge.
- What happens if a customer's payment fails?
- From the Growth tier, dunning automatically retries failed payments and sends reminder emails on a schedule, reducing lost revenue from expired cards or temporary failures.
- Do subscriptions automatically create invoices?
- Yes. Auto-invoice and receipts are included from the Basic tier, and every recurring charge posts through the same Invoice module used for one-off billing.
- Can customers manage their own subscription?
- A self-service subscription portal is available from the Growth tier, letting customers view, upgrade, or cancel their plan without contacting support.
- How do I track subscription revenue over time?
- MRR, ARR, and churn analytics are part of the Growth tier. Enterprise adds advanced revenue recognition and data exports for finance and BI reporting.
- What happens when a customer upgrades or downgrades mid-cycle?
- The current billing period is prorated automatically, so the customer is charged or credited the correct difference without your team having to calculate it manually.
- Can I offer coupons or discounts on specific plans?
- Yes. Coupons and discounts are available from the Growth tier, letting you run limited-time offers or negotiated pricing on individual plans without building a separate pricing exception process.
Related modules
ModulCRM works best when modules share the same contacts and accounts.
Get early access to Subscriptions
Join the waitlist for ModulCRM updates and early pricing.