| Purchase | Catalog discovery, configuration, checkout, ordering, and payment | Storefront · in-product · partner · conversation · API | Order, payment, CRM, provisioning, and entitlement records |
|---|
| Expand | Upgrades, add-ons, quantities, usage packs, and plan changes | Customer · CSR · sales · partner · AI agent | Amendment, proration, invoice, entitlements, and revenue systems |
|---|
| Retain | Cancellation reasons, eligibility checks, save offers, and approved alternatives | Self-service · support conversation · CSR | Contract state, retention outcome, billing, and account history |
|---|
| Manage | Payment methods, account details, invoices, subscription changes, and permissions | Portal · CSR · API · agent | Billing, CRM, identity, support, and audit systems |
|---|
| Integrate | Catalog sync, transaction events, entitlement updates, webhooks, and analytics | REST APIs · webhooks · native adapters | Zuora, Stripe, Maxio, Orb, Metronome, Salesforce, NetSuite, Zendesk, Intercom, and product systems |
|---|