Case Study: Whiteboard achieves 35% MRR growth and eliminates churn with Chargebee

How Whiteboard reduced Churn by 100% using Chargebee

Whiteboard is a mortgage-CRM that helps loan officers and their teams streamline the mortgage process and partner relationships. They faced an operational nightmare: manual billing after moving from PayPal to Braintree, no reliable dunning or automated follow-ups, inconsistent cancellation policies, and poor visibility into core SaaS metrics like MRR, ARR and churn—forcing staff to spend hours chasing payments instead of onboarding customers.

By migrating to Chargebee with specialist support, Whiteboard automated billing communications, standardized dunning and recovery processes, and adopted RevenueStory for accurate subscription analytics. The result: MRR grew by 35%, churn was reduced by 100%, and the team became more effective and data-driven with clear daily visibility into recurring revenue and expansion metrics.

Whiteboard

Ben Laughter

Vice President