Quote, bill, and collect — on one platform.
Orders, invoices, payments, and subscriptions — tied to your CRM.
B2B sales and subscription businesses need to move fast. Ambivo Commerce ties orders to customer records, automates invoicing, handles recurring billing, and gives you real-time cash flow visibility — without juggling separate billing tools.
Customer journey
See how Commerce fits into the way your team works — from first step to the outcome that matters.
From quote to collected cash
Orders, invoices, and subscriptions run on the same customer data your sales team already owns — no duplicate records, no reconciliation lag.
Quote approved
Products, plans, and pricing come from the same records CRM and Books already use.
Order created
Orders tie to the customer profile in CRM — line items, terms, and status in one place.
Payment captured
Stripe, PayPal, or Wise — funds recorded the moment the charge clears.
Order complete
Status updates flow back to CRM so support and sales see the full picture.
Subscription renewed
Recurring billing, proration, and smart dunning keep revenue predictable.
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Cash in Books
Payments post to the ledger automatically — AR stays current without manual entry.
The challenge
Sound familiar?
The problem
- Order and CRM data live in separate systems
- Manual invoicing and payment follow-ups delay cash collection
- Subscription renewals aren't tracked or forecasted
- Payment reconciliation is a spreadsheet nightmare
How Commerce solves it
- ✓Every order linked to the customer record — complete sales history
- ✓Automatic invoice generation and smart payment reminders
- ✓Recurring billing with dunning and retry logic for failed payments
- ✓Order data flows to Ambivo Books — no manual GL entry
Features
Order-to-cash, unified
Order management
Create orders from quotes or CRM opportunities. Line-item detail, status workflows, and batch import with bulk actions.
Invoicing & payment
Auto-generated invoices, payment terms, and multiple methods — card, ACH, wire, and PayPal via Stripe integration.
Subscriptions & recurring billing
Flexible plans with proration, free trials, churn prediction, and smart dunning with retry logic for failed charges.
Products & pricing
Central product library with variants, customer-specific pricing, and COGS tracking for quotes and billing.
Order status workflows
Track orders from quote to paid with status updates visible in CRM — support and sales see the full picture.
Cash flow & revenue reporting
DSO tracking, revenue recognition, payment aging, subscription forecasting with MRR and ARR dashboards.
Why Commerce
Built different, by design
Customer data stays unified
Orders tie to CRM records — see full lifetime value, not just transactions.
Cash moves faster
Automatic invoicing, payment reminders, and dunning reduce days to cash.
Subscriptions aren't an afterthought
Built-in churn analysis, retention workflows, and revenue forecasting from day one.
Accounting is built in
Order data flows to Ambivo Books automatically — no manual GL entry or reconciliation delays.
How it works
Three steps to get started
Quote & order
Create orders from CRM opportunities or approved quotes.
Bill & collect
Auto-generate invoices and accept payments via Stripe or PayPal.
Track & forecast
Monitor order status, revenue, and MRR/ARR from one dashboard.
Use Cases
Where Commerce shines
SaaS & subscriptions
Recurring billing, churn management, and cohort analysis with native subscription revenue forecasting.
Wholesale & B2B
Bulk orders, customer-specific pricing, net terms, and commission calculations driven by order data.
Platform features
Related capabilities
Explore platform features that work alongside this product.
Ambivo Ecosystem
Part of something bigger
Every order links to CRM customer records. Payments post to Ambivo Books. Commissions calculate off real closure and payment receipt — the full order-to-cash cycle on one platform.
Take the next step with Commerce
Free plan available. No credit card required.