Trial management
Clear policies for how trials convert, downgrade, or end.
Track subscribers from trial to reactivation. Define plan access over time. Keep decisions visible to billing, support, and product.
How it works
Without explicit policies, teams improvise whether a subscriber converts, downgrades, pauses, or cancels.
Subscribers want flexibility. Billing needs limits, timelines, and clean status mid-cycle.
When timing, reason codes, and retention attempts are not tracked, growth cannot learn from churn.
If transitions are not deterministic, downstream systems drift on active, paused, cancelled, or reactivated.
Manage state changes with policies for trials, pauses, cancellation timing, reactivation, and notifications. Easier to operate as you grow.
Deterministic transitions
Lifecycle states with a clear operational model. Teams know what transitions, when, and why.
Trial and activation policies
Define trial-end behavior instead of leaving conversion to manual follow-up.
Pause and resume controls
Temporary billing pauses with timelines, access rules, and reactivation expectations.

Clear policies for how trials convert, downgrade, or end.
Flexibility without losing control over billing and access.
Immediate or term-end cancellation with operational context.
Transitions visible to product, support, and billing.
Bring subscribers back with plan and history continuity.
Launch recurring billing with clear invoice timing, charge collection, and ops visibility.
Model recurring pricing with flat, tiered, volume, stairstep, usage-based, and currency-aware plans.
Handle plan changes with previewed credits, debits, effective dates, and proration policies.

Track subscribers from trial to reactivation. Define plan access over time. Keep decisions visible to billing, support, and product.
Many teams start with a narrow launch in weeks; timelines depend on scope and integrations.