Customer Success teams use Wingback to create a better experience for the customers, from the most important enterprise deals to the smallest self-serve accounts. You can easily manage and monitor customer subscriptions, ensuring a smooth onboarding and billing experience, while our self-serve billing portal allows you to give your customers control over as many parts of billing and payment information as you like, to help reduce inbounds.
In addition, Wingback’s Entitlement API helps you to stay informed about customer access to various features, enabling you to provide proactive support and prevent potential issues before they arise.
By having access to customer account and usage data, you can identify trends and patterns, allowing you to provide tailored guidance for your customers to maximize value generated from your product.
Lastly, Wingback’s collaboration features make it easy for you to work closely with other teams, such as sales, customer success, engineering, and finance, to keep everyone on the same page regarding pricing strategies and product offerings. This cross-functional collaboration ensures that pricing models are aligned with your companies overall strategy and goals.
Wingback Entitlement API
This API consolidates all subscription data available within the Wingback platform, enabling you to access, retrieve, and manage all the relevant subscription data seamlessly. It provides a unified way to integrate Wingback's subscription data with your other systems, such as CRM systems or analytics tools.
The Entitlement API makes it easier for you to work with subscription information, including customer details, plans, pricing, and usage data. By leveraging this API, you can automate processes, streamline workflows, and ensure that all the subscription-related data is up-to-date and accessible across your various systems.
Automated Invoicing
Wingback automates invoicing by generating and sending invoices to customers based on their pricing plans and usage. When a billing cycle ends, Wingback automatically calculates the charges for each customer, taking into account any usage-based features, discounts, or taxes that apply, to determine the correct amount for the invoice.
This not only saves time for you, but also increases accuracy by reducing the likelihood of human error. As a result, customers receive clear and precise invoices that are easy to understand, leading to an improved overall customer experience as well as reduced rate of inbounds for billing-related inquiries.
Wingback’s billing works regardless of the combination of different pricing models, ensuring even the most complex cases can be billed accurately. This futher reduces the chances of customers having questions or concerns about their invoices.
Our automated invoicing system scales seamlessly with your business, efficiently handling invoicing for a growing number of customers without requiring additional manual effort. If customers do have questions about their invoices, you can quickly access their billing information through Wingback’s platform, allowing them to address any concerns or issues promptly and efficiently.
Wingback Plan Editor
This is a user-friendly tool that allows you to create and modify subscription plans for your product or service. With this editor, you can define plan details such as name, pricing, billing frequency, and features. The plan editor also enables you to set up usage-based pricing and configure usage limits for specific features. Once a plan is created or modified, it can be displayed on your public pricing page or used for quoting purposes. The plan editor simplifies the process of managing your subscription offerings while giving you full control over your pricing strategy.
Wingback Customer Management Portal
This is a tool in Wingback where you can manage and view all customer-related information. Within the portal, you can access and update customer account data, view billing history and invoices, issue refunds, manage credits, and monitor usage statistics. It serves as a comprehensive tool to manage your customers' pricing plans and billing information, ensuring data accuracy and streamlining customer support tasks.
Wingback Self-serve Billing Portal
The billing portal is a convenient frontend component designed to allow your customers to manage their own billing and payment information. It makes it possible for your customers to easily handle various billing-related tasks themselves, such as updating their payment methods, viewing invoices, and managing the subscription they are on.
It provides your customers with the autonomy to manage their billing information at their convenience. This reduces the need for manual intervention from your support team, freeing up time for them to focus on other essential tasks. This platform also ensures that customers have immediate access to their billing data, promoting transparency and trust between your business and its customers. It streamlines the entire billing process, making it easier for both your customers and your team to handle billing-related tasks efficiently
Manual Charges, Credits & Refunds
In the Wingback Customer Management Portal, you can change customer info including your customer’s billing information, their subscription/plan, billing period/cycle, and more. You can also view payment history, invoice history, plan history, and manually create invoices. You can view past plans for any customer - down to the level of individual features they had access to and what price they paid for the plan, as well as any terms that went along with it, such as a special discount.
For any Customer Success professional having to deal with a lot of manual invoicing and customer-specific changes, Wingback can become your centralized location to access and manage customer data. Having the ability to manually adjust customer information, view payment history, issue refunds, manage credits, and monitor usage all from a single source of truth allows CS teams to efficiently handle customer inquiries and provide a higher level of support.
The accuracy of the data within the Customer Management Portal ensures that you can trust the information you provide to your customers and make informed decisions based on it. This reduces the likelihood of errors, misunderstandings, or miscommunications when assisting customers.
Furthermore, having all this data available in one place allows you to quickly resolve customer issues. Even when you use third-party systems, Wingback’s Entitlement API ensures that the correct information about everything pricing-related is fed into these systems. This means that the same benefits due to data accuracy apply even when using third-party systems like a specific quoting system or CRM.
Wingback Plan Editor
This is a user-friendly tool that allows you to create and modify subscription plans for your product or service. With this editor, you can define plan details such as name, pricing, billing frequency, and features. The plan editor also enables you to set up usage-based pricing and configure usage limits for specific features. Once a plan is created or modified, it can be displayed on your public pricing page or used for quoting purposes. The plan editor simplifies the process of managing your subscription offerings while giving you full control over your pricing strategy.
Wingback Customer Management Portal
This is a tool in Wingback where you can manage and view all customer-related information. Within the portal, you can access and update customer account data, view billing history and invoices, issue refunds, manage credits, and monitor usage statistics. It serves as a comprehensive tool to manage your customers' pricing plans and billing information, ensuring data accuracy and streamlining customer support tasks.
Wingback Self-serve Billing Portal
The billing portal is a convenient frontend component designed to allow your customers to manage their own billing and payment information. It makes it possible for your customers to easily handle various billing-related tasks themselves, such as updating their payment methods, viewing invoices, and managing the subscription they are on.
It provides your customers with the autonomy to manage their billing information at their convenience. This reduces the need for manual intervention from your support team, freeing up time for them to focus on other essential tasks. This platform also ensures that customers have immediate access to their billing data, promoting transparency and trust between your business and its customers. It streamlines the entire billing process, making it easier for both your customers and your team to handle billing-related tasks efficiently
