SUBSCRIPTION MANAGEMENT SOLUTION

Feature overview.

Automating recurring revenue is just the first step. circuly is build from the ground up to transform your subscription-based business model.

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Cart & Checkout

circuly Hub

Customer Self-Service Portal

Credit Check & Fraud Prevention.

Intent signals, detailed report and more.

Feature

Explanation

Status

Integrate credit check
on checkout

Stop trouble at checkout by enabling circuly's native credit check on your checkout and rejecting risk worthy customers.

Add your colour and logo to style the checkout according to your brand.

Traffic light intent signals

Come to quick resolutions with easy to understand traffic light signals. Red, yellow and green signals tell you everything you need to know about a customers risk profile.

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Detailed report in backend

Access detailed overview and credit check report in backend.

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GDPR Compliancy

Our native credit check integration is GDPR compliant.

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Available countries

CRIF is available in Germany, Austria, Netherlands, Sweden, Switzerland, Belgium.

Other locations are also possible on request.

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Custom credit check integration

In 90% of the cases, yes you can integrate your own credit check solution with circuly. Our team just needs to view the set up of your existing solution to work out an integration.

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Shipping Customisation on Checkout.

Free shipping, country based shipping and more.

Feature

Explanation

Status

Shipping cost based on
cart value

Make the shipping cost dependant on the total cart value. Set thresholds or a range.

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Shipping cost based on
selected country

Make the shipping cost dependent on the country the product needs to be shipped to. The shipping cost adapts based on the country selected in the checkout.

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Shipping cost based on
postal code

Make the shipping costs dependent on postal codes. Higher shipping costs for difficult to reach locations such as islands or postal codes outside the city.

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Shipping cost based on
type of product

Make the shipping costs dependent on the products in the cart. Use case: If you have products that cost extra for shipping and products that can be delivered with your standard delivery options.

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Shipping cost based on
size of product

Currently not supported by circuly.

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Free shipping cart value

Set a minimum amount a customer needs to reach in order to qualify for free shipping. If the cart reaches this value, circuly displays free delivery options.

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Custom Fields & Branding.

Google places, VAT ID, custom form fields and more.

Feature

Explanation

Status

Customise to branding

Customise circuly's no-code checkout to your branding by adding your logo, primary and secondary colours, and fonts.

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Custom form fields

Tailor circuly's no-code checkout to your needs with custom input fields—add dropdowns, date pickers, text fields, and more to capture exactly what you need.

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Google places

Streamline your checkout process by letting customers search for their address with Google Places—faster, more accurate address entry with just a few clicks.

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Multiple addresses

The circuly checkout supports adding two addresses, that is a billing address and a shipping address.

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VAT number

Easily collect VAT IDs from B2B customers right at checkout for streamlined processing and compliance.

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Digital signature

circuly doesn't support digital signature on checkout.
circuly offers integration with DocuSign with pre-populated contract.

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Mixed Basket.

Purchase, rental and digital orders.

Feature

Explanation

Status

Purchase + rental orders

Everything is possible in the same checkout flow.
💚

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Purchase + rental + consumable
orders

Everything is possible in the same checkout flow
💚.

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Purchase + rental + consumable + non-tangible orders

Everything is possible in the same checkout flow.
💚

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Other Features.

Stock check, conversion tracking, multi-language and more.

Feature

Explanation

Status

Stock check

circuly automatically validates stock levels, ensuring your customers only select items that are available and in stock.

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Limit cart to specific
number of items

Set limits to the cart—restrict the number of items that can be in the cart at the time of checkout.

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Limit cart to items per SKU

Limit the cart to a specific number of items per SKU.

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Limit delivery countries

Limits your checkout to predefined locations. Customer needs to select a delivery country from a predefined dropdown.

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Finalise order without charge

You can delay the charge of the initial payment when an order is placed on the checkout for various scenarios such as pre-orders, order customisations, credit check, etc.

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Voucher codes

Enable or disable use of vouchers in the checkout.
Advance: Link voucher code to predefined emails.

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Conversion tracking

Track all conversions for funnel tracking by adding google analytics integration directly to the circuly checkout.

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Buy + rent/subscribe combo

Accept both rental and purchase orders in the same checkout flow.

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Integrated payment methods

circuly integrates with Stripe, Braintree, Mollie and PayPal.
Paystack in Africa.

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Checkout available in
multiple langauges

circuly supports EN, DE, FR, IT, NO on the checkout.

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Reserve serial number

Reserve and auto-assign as asset to a subscription order when a order is placed on your checkout.

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Asset & Product Tracking

SKU and serial number level tracking, custom taxes, product sync and more.

Feature

Explanation

Status

Asset location & tracking

Monitor real-time asset data, including status, connected customer, linked subscription, and SKU, ensuring full visibility and control over your rented or leased products.

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Asset performance metrics

Monitor essential asset data like revenue, rental cycles, repair costs, and customer history to enhance operational efficiency and decision-making.

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Automated product sync

circuly auto sync products from your connected shop system.

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Product inventory overview

Get a real-time snapshot of product availability, tracking stock levels, rentals, repairs, and buyouts for better inventory management.

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Product overview

All your product related data such as retail price, stock, MSRP, extension price, purchase price can be tracked within circuly.

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Create product bundles

Create product bundles within circuly.
Group products that are to be categorised under one subscription.

For example: Bike + lock + helmet + basket.

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Create exchange groups

Create a curated and predefined collection of products that customers can easily switch between, giving them the flexibility to try different items within the same subscription or rental plan.

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Product specific tax rules

Define and apply accurate tax rates for different product categories within circuly on a product level, ensuring automatic and correct tax calculations at checkout for seamless transactions.

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Insights, Reports & Data

Insights dashboard, exports and more.

Feature

Explanation

Status

Insights dashboard

High level data about your subscription business with insights on most relevant KPIs such as MRR, unpaid invoices, recovered revenue, failed payments and more.

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Asset data

Insights on revenue per asset, rental cycles, repair costs, number of repairs and unique customers.

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Product data

Insights on stock levels, number of products in repair, bought out and in rental.

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Customer insights

Track data on revenue per customer, LTV per customer, number of rented product, customer word of mouth, refunds etc.

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Customer Communication

Transactional email communication, branding and more.

Feature

Explanation

Status

Transactional emails

circuly provides predefined email templates that can be used for any transactional communication with customers such as sending invoices, sending confirmation etc.

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Automated email sending

Once enabled, emails are triggered and sent based on predefined actions. Such as invoice is sent to the customer when a payment is successfully charged.

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Branding & styling

All email templates can be customised and adjusted according to your brand.

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CSS & HTML based styling

All email templates can be edited in HTMP & CSS within circuly.

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Custom variables

Add any number of contact, subscription, order-related variables to your emails to draft the email based on your needs.

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Customised sending

Freely decide which transactional emails you want to send to your customer and the ones you want to skip.

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BCC list

Add email(s) that receive a copy of all emails sent from the circuly operations backend.

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CRM

Customer insights, account balance, editable customer details and more.

Feature

Explanation

Status

Customer insights

Customer level insights such as revenue, customer balance, referred friend, rented products, customer lifetime value.

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Editable customer detials

Freely change various customer attributes such as address, email, phone number, marketing consent etc.

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Activity log

Track all customer events such as subscription start, email sent, customer actions, user actions etc.

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Create/add notes

Add and share custom notes on customer profiles for team visibility.

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Account balance

A feature that allows your customer to have a credit balance when they refer your product to their friends and family.

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Connected order, subscriptions, payments & assets.

See details of all important info such as payments, assets and more on a customer level.

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Order Creation

Credit check insights, draft order, order KPIs and more.

Feature

Explanation

Status

Credit check

Detailed credit check report to determine the creditworthiness of customers when you don't auto reject low-medium credit score customers on checkout.

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Order insights

Order level insights such as purchase revenue, rental revenue, expected rental revenue.

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Overview dashboard

Bird's eye view and summary of all important information related to an order such as connected customer, active subscriptions, status etc.

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Create orders from backend

Create orders from the backend and send it to the customer as a pre-filled checkout or as a quote.

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Export all orders

Freely export all order related data.

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Subscription Management

Edit subscription plans, change extension price, bulk update, buyout, swap and more

Feature

Explanation

Status

Overview dashboard

Bird's eye view and summary of all important information related to a subscription is a list such as ID, create date, end date, connected customer, status etc.

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Editable subscription
attributes

Freely change various subscription attributes such as subscription length, price, frequency etc.

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Change subscription
extension price

Change the price at which the subscription is renewed or extended on a subscription level without changing the overall product extension price.

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Update/change serial number

Change the serial number of the product attached to a subscription.

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Subscription extension / renewal

Automatically renew subscriptions with predefined workflows and settings or manually extend a subscription with the extend subscription function.

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Product buyout

Let your customers buyout your product either from the customer portal of initiate a buyout from the circuly backend. Edit the buyout price and auto-charge the customer for the product.

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Product swap

Process swapping of products from the backend and track important KPIs such as replacement reason.

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Product upgrade/downgrade

When swapping products change to the same product or a different product. Select the product from the backend, change the price or keep the original price.

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Change billing frequency

Change and freely edit how often you want to collect recurring payments.

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Reactivate subscription

Manually reactive ended subscriptions in case customer changes their mind or for any other use case such as unreturned products.

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End subscription

Manually end the subscription if needed. All future recurring payments are stopped.

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Recurring Payment Management

Edit subscription plans, change extension price, bulk update, buyout, swap and more

Feature

Explanation

Status

Recurring payment schedule

circuly auto creates a recurring payment schedule based on the customer input on the product and checkout page.

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Charge recurring payment

Manually charge a recurring payment.

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Delete recurring payment

Delete any recurring payment.

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Edit recurring payment

Payments that have not been charged yet and are scheduled can be freely edited.

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Mark as settled

When you settle invoices or payments outside the circuly system you can still mark the payment as settled for clean tracking.

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Export all payments

Freely export all payment relatd data.

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Export monthly failed payments

Export failed payments.

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Product Return & Repair

Notice period, repair cost, automated return and more.

Feature

Explanation

Status

Automated return handling

circuly tracks subscription end dates and, if not renewed, automates the entire return process, including sending return instructions and stopping recurring payments.

Add your colour and logo to style the checkout according to your brand.

Custom repair flow

Make your own repair workflow with custom questions and costs that influence product refurbishing.

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Repair cost tracking

Monitor repair costs at the serial number level during the return process for precise expense tracking and management.

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Custom return period

Number of days within which the customer has to return the product.

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Notice period

You can define the number of days within which the customer has to make a cancellation request for it be treated as a valid cancellation request.

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Payment Retrial, Dunning & Debt Collection

Automated and manual payment retrial, case escalation, email communication and more.

Feature

Explanation

Status

Automated payment retrial

Define once how many times and how often you want the circuly system to retry a failed payment.

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Manual payment retrial

Retry a failed payment manually with just a few clicks.

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Email communication

Decide if you want to inform the customer every time a payment fails or only on the last attempt.

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Native debt collection integration

circuly provides debt collection natively within circuly. circuly's natively integrates with Debtist for debt collection.

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Case escalation

Debtist takes over the entire debt collection process including case by case escalation.

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Debt collection overview
within circuly

No need to juggle two systems. circuly's native Debtist integration ensures that you always operate in one system and never lose sight or time over any case.

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Automated handover of
unpaid invoices for debt collextion

As soon as the maximum number of payment retrials is achieved, circuly hands over unpaid invoices to Debtist for professional debt collection.

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Custom debt collection integration

Currently circuly does not integrate with a customers independent debt collection provider.

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Subscription Extension & Renewal

Automated renewal and manual renewal.

Feature

Explanation

Status

Subscription auto renewal

If enabled in settings, subscriptions are auto renewed at the end of the subscription period. Subscriptions get auto renewed by the original duration.

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Custom auto renewal

If enabled, subscriptions are auto-renewed by a custom time duration at the end of the subscription period.

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Manual auto renewal

If you do not wish to renew subscriptions via an automated workflow, you can renew a subscription manually.

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Feature

Explanation

Status

Buyout from customer portal

Customers can purchase their subscription product outright from the portal.

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Subscription overview

Customers can see a summary of all their subscriptions, including active and past ones.

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Order overview

Customers can view their upcoming orders.

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Payment overview

Customers can view both upcoming and past payments.

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Refer a friend

Customers can invite friends to the service and earn rewards for successful referrals.

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Edit personal details

Enable or disable use of vouchers in the checkout.

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Update payment details

Customers can easily update their payment information.

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Add products from customer portal

Add new products from the customer portal.
In development.

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QR code based search

Search and add products based on QR code.
In development

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Download invoices

Customers can access and download their invoices without needing extra support.

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Cancel subscriptions

Customers can cancel their subscription, with the system ensuring compliance with subscription terms.

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Report issues

Customers can report problems or concerns directly through the portal.

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Change / swap product

Customers can request to swap their current product for a different one.

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Change delivery frequency
(only for consumable subscription)

Customers can modify how often products are delivered to suit their needs.

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Skip a delivery

Allows customers to skip their next scheduled delivery.

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Change quantity
(only for consumable subscription)

Customers can directly update the quantity of consumable products they receive.

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Customise the action menu

Adjust which actions (like cancellation, swap, etc.) customers can perform in the self-service portal.

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Overview dashboard.

Bird's eye view of all key subscription details.

Get a bird's-eye view of all key subscription details, including customer names and emails, subscription statuses (such as active or ended), and pricing information. This feature enhances efficiency by centralising data for quick decision-making and enables proactive management with real-time updates on subscriptions.

Edit the subscription plan.

Modify various subscription attributes. Gain full control over subscription plans.

Flexibly modify key details such as the subscription length, payment price, total cost, frequency (monthly, weekly, daily, yearly), and end date. This flexibility enables users to easily adjust subscriptions to better fit their business needs and manage their operations more effectively.

Change the subscription extension price.

Adjust the extension price on individual subscription level.

Adjust the subscription extension price without affecting the overall product extension cost. This feature allows you to override the predefined extension price for a product, giving you the flexibility to tailor the price for individual subscriptions as needed.

Upgrade & downgrade subscriptions.

Enable upgrade/downgrade of subscriptions from circuly backend or customer self-service portal.

Exchange group is a feature available in the circuly Operations Backend that enables you to create a curated selection of products. Your customer can swap between these products and upgrade/downgrade their subscribed product accordingly.

circuly takes the upgrade/downgrade feature to the next level by providing the functionality directly within the customer self-service portal.

By integrating this feature directly into the customer Self-Service Portal, circuly elevates the customer experience—empowering customers to manage their subscriptions effortlessly and in real-time. The result? A more streamlined process, increased customer satisfaction, and reduced support inquiries for your business.

Product buyout option.

Enable buyout of subscribed products and tackle associated operations with automation.

If you have a rental model that allows subscription products to be bought in the middle of the subscription period or at the end of the subscription period, you can tackle the operations associated with the purchase of the subscription product (such as charging the remaining product amount via a one-time transaction, sending an invoice for the charge, stopping recurring payments etc.) in your circuly operations backend.

Additionally you can decide if you want to provide the possibility to buyout products in the customer self-service portal or process them directly from your circuly Operations Backend.

Product swap option.

Swap subscription products or enable your customers to do so from the self-service portal.

With circuly you can either enable your customer to make swaps directly from the customer self-service portal or you can process them from the circuly Operations Backend.

Create orders from circuly backend.

Bird's eye view of all key subscription details.

Charge a one-time payment.

Bird's eye view of all key subscription details.

Automated recurring payment schedule.

Bird's eye view of all key subscription details.

Edit a recurring payment

Bird's eye view of all key subscription details.

Charge a recurring payment outside of its schedule.

Bird's eye view of all key subscription details.

circuly takes the upgrade/downgrade feature to the next level by providing the functionality directly within the customer self-service portal.

Buy + Rent in the same checkout flow.

Bird's eye view of all key subscription details.

Vouchers

Bird's eye view of all key subscription details.

Custom fields.

Bird's eye view of all key subscription details.

Country based tax calculation.

Bird's eye view of all key subscription details.

circuly takes the upgrade/downgrade feature to the next level by providing the functionality directly within the customer self-service portal.

Custom shipping.

Bird's eye view of all key subscription details.

circuly takes the upgrade/downgrade feature to the next level by providing the functionality directly within the customer self-service portal.

Stock check.

Bird's eye view of all key subscription details.

circuly takes the upgrade/downgrade feature to the next level by providing the functionality directly within the customer self-service portal.

Overview Dashboard.

Bird's eye view of all key subscription details.

Editable subscription plan.

Bird's eye view of all key subscription details.

Freely Editable Subscription Extension Price.

Bird's eye view of all key subscription details.

Upgrade & Downgrade Subscriptions With the Exchange Group Feature.

Bird's eye view of all key subscription details.

circuly takes the upgrade/downgrade feature to the next level by providing the functionality directly within the customer self-service portal.

Automated subscription renewal

Bird's eye view of all key subscription details.

Manual subscription renewal

Bird's eye view of all key subscription details.

Subscription renewal with custom duration.

Bird's eye view of all key subscription details.