Case Study: CircleLoop achieves streamlined, automated revenue operations and sales and operations alignment with Chargebee

How CircleLoop Aligned their Sales and Operations Seamlessly To Automate Revenue Operations, with Chargebee

CircleLoop is a UK‑built cloud phone system that needed a billing and subscription platform to support pricing experiments, flexible recurring and usage‑based billing, global scale, and deeper analytics. Before Chargebee, Sales and Operations were misaligned and the company lacked the tools to tie marketing spend to customer lifetime value or to run automated, actionable revenue reporting.

By choosing Chargebee (integrated with RevenueStory and their stack), CircleLoop automated revenue operations and gave Sales, Marketing, Success, Finance and Ops a single source of truth. The team can now track MRR by segment and acquisition channel, monitor net growth/cancellations/upgrades, handle mid‑cycle plan changes and consolidated invoices, manage pay‑as‑you‑go add‑ons, and proactively reduce churn (e.g., card expiries), resulting in clearer visibility into revenue, aligned teams, and scalable growth.

CircleLoop

Dylan Walsh

Operations Manager