Zoho Billing Customer Lifecycle Management

Acquire more customers with trials

Give your customers a glimpse into your products or services by offering them a limited trial. Attract more customers, build loyalty, and improve purchase rates with Zoho Billing’s trial management capabilities.
Zoho Billing Add Plan Trial Management

Offering trials is a win-win situation

Foster loyalty

Use the trial period to educate, assist, build trust, and wholeheartedly win a customer's unwavering loyalty.

Upsell opportunities

Improve your chances of upselling as customers may discover additional features that they want in the trial.

User re-engagement

Follow up with inactive trial users to understand unaddressed pain points, get feedback, and offer hand-holding, if necessary.

Trial management, the easy way

Trial Configuration

Flexible trial configurations

Associate trials with various plans and customize the right number of trial days to offer to your customers.
Trial Extension

Effortless trial extensions

Extend customers’ trial periods effortlessly to give them more time to evaluate your offerings.
Ondemand Trial Report

On-demand trial reports

Dive into reports built to understand active and inactive trial users to optimize conversion rates.
Subscription Management

Customer portal changes

Let customers extend their trial from the customer portal to explore your products further.
Trial Expiry Email

Personalized notifications

Configure email and SMS notifications to keep your customers informed about trials and their expiry.