Limio for Salesforce | Subscriptions & Memberships
Unify your subscribers and members in Salesforce, with Limio
Overview
Limio for Salesforce: sell and service subscriptions and memberships from the customer record. Unify subscriber, member and fan data in Salesforce. Guided flows for upgrades, renewals and saves. Works with Stripe, Zuora, Chargebee and more.
See How Limio for Salesforce | Subscriptions & Memberships Works
UNIFIED SUBSCRIBER, MEMBER AND FAN DATA: Membership and subscription orders, changes, payments, renewals and saves land on the Salesforce customer record, so marketing gets one fan view and service gets the full history.
GUIDED SERVICE FLOWS: Switch, pause, step down, renew, refund, credit, change payment or address from Case, Contact and Account pages. Prebuilt Flows that admins edit without code; actions governed by status, term, product or permission set.
CANCEL-SAVE AND TIMELINE: Capture cancel reasons, surface filtered save offers and warn when a discount already applies. A single timeline shows every order, change, payment and save across channels, with lifetime value on the record.
SELL ACROSS CHANNELS: Build quotes with bundles, add-ons and discounts in Salesforce and hand off to a hosted checkout link. Every agent-assisted order is available in Limio self-service, so customers upgrade, renew and update payment details themselves.
BUILT FOR SPORT, MEDIA AND B2B: Season-anchored billing, adult, junior and senior tiers, gifting, concessions, Direct Debit, Apple Pay and Google Pay. Clear terms and online cancellation to support UK, EU and US subscription rules.
NATIVE TO SALESFORCE: Managed package built on Lightning Web Components, Flows and Platform Events. Respects permission sets. Works with Stripe, Zuora, Chargebee and more. Available for Agentforce Sales and Agentforce Service.
SUBSCRIPTIONS AND MEMBERSHIPS, INSIDE SALESFORCE Limio brings subscriber, member and fan data into Salesforce. Agents see what a customer holds, change it in a guided flow and record why, from Case, Contact and Account pages. Customers such as CH Media, Tottenham Hotspur and The Globe and Mail run subscriptions and memberships on Limio, with human agents and Agentforce handling upgrades, refunds and troubleshooting. ONE VIEW OF EVERY SUBSCRIBER, MEMBER OR FAN Orders, changes, payments, renewals and saves from every channel on one timeline, with lifetime value. Two-way sync with self-service. FEWER CALLS, FASTER ONES Switch, pause, step down, refund and credit with reasons and limits. Secure payment forms: agents never see card details. Turn cancellations into saves with filtered offers. SELL ACROSS CHANNELS Quotes with bundles and discounts, hosted checkout links, every order in self-service. BUILT FOR SPORT, MEDIA AND B2B Season billing, tiers, gifting, concessions, Direct Debit and wallets. UK, EU and US subscription compliance. NATIVE TO SALESFORCE Managed package of editable Flows and LWCs. Works with Stripe, Zuora, Chargebee and more. Agentforce Sales and Service.
Categories
- Business Needs
- Quotes & OrdersSubscriptionsEcommerce
- Industries
- Consumer GoodsHigh TechMedia & Entertainment
- Personas
- Business Operations ManagerSales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App Builder