Self-service that handles the complex sales, not just the basics.
Give subscribers, members and customers one place to upgrade, renew, pay invoices and update payment details, any time, and show the right offer to anyone about to cancel. Every change syncs to your billing and CRM, so your team takes fewer calls.
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Every self-service journey, running live.
Toggle between the journeys your customers run themselves, from paying an invoice to upgrading a plan and adding seats. Every change syncs to your stack in real time.
Illustrative flows on a fictional product. Your portal runs on your own catalogue, prices and brand.
Live in days, not months
Deploy a fully branded self-service portal with Limio's no-code builder. RevOps configures upgrade paths, cancel and save flows, and add-on rules, with no engineering tickets and no billing portal to build in-house.
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The basics, done right
The Day 1 essentials. Customers update payment details, view invoices and resolve billing issues, without calling your team. This is where every self-service journey starts.
Multiple payment methods
Customers store and manage different payment methods at the subscription level. No more re-entering card details for each product.
Invoices & renewal dates
Every invoice, payment and upcoming renewal in one place. Download PDFs, see what's due and understand the bill.
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Self-service payments
Outstanding balances? Customers pay directly, including partial payments. Fewer chaser emails, faster collections and less work for AR.
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Billing details
Addresses, VAT numbers, tax IDs and contact details, all editable by the customer and synced to your billing and CRM in real time.
Close expansion opportunities, without the extra headcount
Don't just enable self-serve changes, drive them. Reach the right customer with the right offer, at the right moment.
Dynamic upgrade offers
Surface upgrade incentives based on usage, tenure, plan or segment. Show the offer that fits and hide the ones that don't match your commercial rules.
Seat & quantity changes
Customers add or remove seats themselves. Billing adjusts automatically, with no manual invoicing and no support tickets.
Cross-sell add-ons & credits
Show compatible add-ons, bundles and credit packs based on the customer's current plan. Purchases co-term automatically, and proration is calculated for you.
Renewals
Present personalised renewal offers before the end of term. Customers view their renewal offer and accept it, improving renewal rates.
Syncs with your stack in real-time
Every change, whether a payment update, upgrade, add-on or cancellation, flows into Zuora, Stripe and Salesforce immediately. Billing stays accurate, your CRM stays current, and CSMs see the full picture.
Teams already growing with self-service
Real B2B SaaS businesses running these journeys on Limio.
Read how JazzHR transformed its SaaS partner program with standardised pricing, self-service partner portal, and RevOps-controlled commerce workflows.
Authentic8, the secure-browser company trusted by 600+ organisations, took its purchase flow from a hundred clicks to three with Limio.
Pilot launched self-serve subscriptions on Limio in four weeks, with abandoned carts flowing straight into their CRM for sales follow-up.
“Limio Self-Service is fundamental to our efficiency strategy.”
Chad Hensley, CFO, Employ Inc.
One platform to sell, onboard and retain.
Self-service is where retention and expansion happen on their own. Start today, and let the agent take it further.
