One system for everything around your customers

1. 01 / Revenue Live

   MRR, churn and retention from Stripe, every number traceable to the Stripe event behind it.

   Today

   • ✓MRR movements with their cause and Stripe references
   • ✓Churn, net and gross revenue retention
   • ✓Revenue cohorts, filtered by plan, tier or country
   • ✓Closed months and restatements
   • ✓Checked against Stripe's invoices after every sync
   • ✓Segments, funnel, CSV, API and MCP

   Next

   • ○Forecast from the pipeline next to booked MRR
2. 02 / Customers and pipeline Live

   One record per customer, and deals that open and close themselves from calls, sign-ups, trials and payments.

   Today

   • ✓Customers, people, notes, calls and tasks
   • ✓Customers from a CSV, with undo
   • ✓Booked calls from Calendly and cal.com become leads
   • ✓Pipelines for new business, expansion, renewals and retention
   • ✓Email from your own mailbox, sequences, automations

   Next

   • ○Deals that move on product usage
   • ○Booking pages of your own, next to Calendly and cal.com
3. 03 / Billing Early access

   Sell your plans on Stripe without writing billing code, and know in your app what every customer may do.

   Today

   • ✓Plans, features and limits per plan, trials, plan versions
   • ✓Tiers; plans for sale, by link only or closed; what customers do themselves
   • ✓Add-ons per plan and credit bundles
   • ✓A checkout of your own, on your domain, with Stripe's payment form
   • ✓Billing pages for your customers, invoices, payment methods, contracts as PDF
   • ✓Limits checked in your app through an SDK and an edge cache
   • ✓Connected through the sumwerk Stripe App, read-only until you switch on billing management

   Next

   • ○Usage-based prices billed through Stripe
4. 04 / Customer success Building

   Know which customers need you before they leave, and what to do about it.

   Today

   • ✓Revenue at risk, your own at-risk rules
   • ✓Support conversations from Plain on the customer
   • ✓A sumwerk card inside Plain

   Next

   • ○A health score from revenue, usage, payments and support
   • ○Playbooks that turn signals into tasks
   • ○Renewals and expansion at a glance
5. 05 / Videos Planned

   Record your screen in the browser and send it to a customer; see who watched it on their record.

   Next

   • ○Screen and camera recording, no app to install
   • ○A share page with transcript, summary and a button to book or upgrade
   • ○Views on the customer's timeline
6. 06 / Calls Planned

   What was said on a call, next to the deal it was about.

   Next

   • ○Recordings from your call tool, transcribed and summarized
   • ○Objections and next steps on the deal
7. 07 / Security and compliance Planned

   What a company that runs its billing on sumwerk needs to see.

   Today

   • ✓Hosted in Germany, no Stripe key stored, other keys encrypted, every Stripe write written down first

   Next

   • ○SOC 2 Type I, then Type II

Missing something? Ask for it on the feature board, where you can see what others asked for and what is planned. What shipped is in the changelog.