Your subscriptions, one place
Connect your CRMs, payments, cloud, and telephony stack. We cover onboarding, support, renewals, and security so your team ships faster and pays less.
Value for operators & finance teams
Digital Funnels combines SaaS procurement, RevOps automation, and managed services so every department can see spend, usage, and renewal risk without chasing email threads.
Referrals automatically receive white-glove onboarding, analytics hookups, and baseline security checks.
Pick US-based leads with blended global pods to cover CRM, marketing ops, revops, telephony, and dev work.
SOC 2 style logging, DPA/SCC templates, and CPRA/CCPA guidance built into every implementation.
Get alerts 30/14/7 days ahead, with negotiation notes, benchmarks, and vendor escalation contacts.
What the Client Portal tracks
Data syncs from HubSpot, Stripe, Intuit, Google Workspace, and vendor webhooks. Every service record rolls up into renewals, compliance checkpoints, and success metrics.
- Subscriptions registry with plan, spend, renewal, and owners
- Onboarding tasks with assignees, statuses, and playbooks
- Compliance questionnaire + artifact uploads
- Support tickets with SLA timers and escalation workflows
- Usage, spend, and adoption reports pulled from HubSpot/Stripe/Intuit
Onboarding checklist
Templates per service (Stripe, QuickBooks, Google Cloud, Dialpad, HubSpot) with assignees, notes, and secure file requests.
Renewal alerts
Automated reminders 30 / 14 / 7 days out with benchmarked pricing guidance and vendor success contacts.
Compliance queue
Questionnaire, artifact uploads, and reviewer notes for SOC 2-lite controls, CPRA/CCPA requests, and access logging.
Need a walkthrough?
Book a live portal demo