The path from deciding to paying.
Self-serve purchase, agreements and e-sign, auto-renewal consent capture, deposits, waivers, and a clean handoff from onboarding into billing.
What we build
The handoff from signup to billing is where records diverge.
Self-serve purchase path
Agreements and e-sign
Auto-renewal consent capture
Deposits
Waivers
Onboarding handoff into billing
Booking that touches money.
Deposits, no-show and late-cancel fees, package redemption at the moment of booking, and capacity tied to credit consumption.
CRM and billing, connected.
CRM-to-billing handoff, quote-to-cash and order forms, lifecycle triggers, and renewal and churn alerts — with one rule: the CRM is never the source of truth for revenue.
Express affirmative consent has to be captured and retained. What matters later is not that someone agreed, but that you can produce what they agreed to.