Accelerating SaaS Commercialisation with HuddlePoint
HuddlePoint engaged C9 to accelerate the commercialisation of its SaaS platform by delivering a robust subscription, trial, and billing framework. C9 implemented the end-to-end trial lifecycle, upgrade and downgrade logic, and payment integrations required to support scalable, self-service onboarding and monetisation, enabling HuddlePoint to progress confidently toward market launch.
By shifting from manual billing management to an automated, decoupled SaaS architecture, the platform successfully streamlined user onboarding, enforced transparent prorata calculations, and provided robust CRM lifecycle visibility.
Key Functionality
- 30-Day Free Trial Management: Package-based usage limits with automated trial expiry notifications and read-only mode for expired trials.
- Tenant Provisioning & Validation: Secure tenant creation with domain and email validation workflows.
- Subscription Lifecycle Controls: Automated upgrade, downgrade, and add/remove user flows, including meeting add-on management for higher tiers.
- Prorata Billing Calculations: Accurate mid-cycle proration calculations for subscription changes.
- Role Reassignment: Dynamic user role adjustments based on active subscription status.
- Data Retention & Cleanup: Automated data retention and cleanup logic for lapsed tenants.
Core Technologies & Architecture
- Payment Processing Layer: Stripe integration for credit card and bank debit payments, alongside PayPal for alternative payment processing.
- Decoupled Billing Engine: Core business and billing rules retained natively within the platform rather than embedded in third-party payment systems.
- CRM & Lifecycle Integration: Comprehensive CRM integration ensuring customer and subscription event tracking across the customer lifecycle.
- Onboarding & Verification Framework: Automated email verification, tenant provisioning, and usage enforcement layers.
Project Outcomes & Impact
The engagement successfully enabled HuddlePoint to launch with a production-ready SaaS billing model, converting free-trial users into paying subscribers while eliminating manual administrative interventions. By establishing a robust, decoupled architecture, the platform secured end-to-end auditability and gained comprehensive CRM visibility across the customer lifecycle to support sustainable commercial growth.