Get Subscription Boxes CRM running in four steps.

Click Get started to create your ERP.AI account, then use Proto to configure CRM for Subscription Boxes around your subscriber terms, delivery work and billing policy. Name the people responsible for customer relationships, recurring schedules, order approval, fulfillment and finance review.

Bring a representative subscriber account, its contacts, an active subscription contract and a product line with a clear billing frequency. Set the next cycle dates and quantity. Prepare the related order and have Sales Manager review it before packing. Follow the shipment through carrier tracking and delivery evidence. Compare the invoice and received payment with the served quantity.

Rehearse a changed contact, a suspended cycle, a credit concern, a partial shipment and a returned item. Check that each person sees the right account, order and finance records. Confirm who receives external carrier and payment outcomes and how an exception is corrected. The implementation guide gives the rollout sequence; roles gives the access rehearsal.