Akita provides a Customer Success solution that works with Recurly

Recurly In Brief
Founded 2010
Founder(s) Isaac Hall and Dan Burkhart
Headquarters San Francisco, California, USA
Price Core Plan for $99 per month with credit card billing for 10¢ per transaction + 1.25% of revenue
Website Visit 
Company Profile

Recurly

Recurly is an easy to use billing services platform for companies. Recurly assists their clients with recurring billing and reduces the cost of subscription billing management.

Product features include:

  • Quick setup
  • Billing Models to Suit Every Business
  • Multiple Payment Options
  • Handles Sales Tax and VAT
  • Hosted Payment Pages
  • Create as Many Plans as You Need
  • Coupons and Discounts
  • Fraud Management Solution
  • PCI Compliant
  • Analytics Dashboard

The pricing is structured on a pay-as-you-go subscription basis and a merchant bank account is required. The price for companies processing more than $1,000,000 per month is available on request from Recurly. Recurly also provides a free demo account for customers that want to try the product.

Integration Benefits

Recurly works great with Akita!

Recurly is a great source of information about your customers' current and past subscriptions and payments. This data is no longer siloed within the accounting department but is made available to your Customer Success team, alongside all of your other customer transactions.

By implementing Recurly, you can begin tracking invoices, subscriptions, and transactions directly in Akita.

You can:

  • View invoices alongside customer data from your other business applications.
  • Segment your accounts based on revenue.
  • Integrate transaction outcomes into your customer health score.
  • Track KPIs like MRR (Monthly Recurring Revenue) within Akita.
  • Create playbooks and tasks when an invoice is raised, or a transaction is declined.
  • Develop an expansion program from your subscription information.
Data Retrieved

Information We Request

When you connect Recurly with Akita, we automatically collect information on the following:

Organization Every 12 hours
Invoice Every 12 hours
Subscription Every 12 hours
Transaction Every 24 hours
Plan Every 12 hours
Connection Instructions

How to Connect Recurly and Akita

  • Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

  • Click the Connect Provider button.

Connect Provider

  • Select Recurly from the list of available integrations.

Recurly

  • Fill in the form to complete the connection. For this, you will need your API Key and Web Address from your Recurly account.
API Key
Required
https:// Web Address .recurly.com
Required

Submit
  • That's it – all done!
Integration Results

Your Recurly Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Recurly data.
Bresler's Ice Cream

Invoice Created

  • Invoice Number A2D1234567
  • Amount 99
  • Currency USD
  • Date Issued 14 December 2018 @ 07:26 PM
  • Date Due 19 December 2018 @ 07:26 PM
  • Status Due
Created on 14 December 2018 @ 07:26 PM
  • This data will appear alongside all your other customer interactions for a 360° view.
Accounts
1762
NPS
-10
MRR
$689,420
  • Segment your accounts based on data from your Recurly account, and from your other business tools.
MRR Recurly More Than > $1000 1K AND +
Ticket Zendesk Status Status Open Open AND +
NPS Delighted Less Than < 7 7

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.

Onboarding


134 ACCOUNTS
$72,900 MRR

CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

First Steps

We'd love to show you Akita in more detail and answer any questions you have about integrating Recurly with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

Thank you for your interest in Akita!
We will be in touch shortly.
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Have questions about how Akita Integrates with Recurly?

We'd love to hear them! Just email us at hello@akitaapp.com.