Tactik Revenue Lifecycle Management
Tactik is a Revenue Lifecycle Management platform that unifies CPQ, billing, and revenue intelligence on a single data model, so data flows from quote to invoice to insight without re-entry, reconciliation, or custom development. Most B2B SaaS companies run quoting, billing, and analytics on three separate systems. Tactik replaces all three with one platform, one data model, and one contract.
CPQ that handles the pricing models you actually sell.
Tactik's CPQ natively supports usage-based, hybrid, and ramped pricing: usage tiers, prepaid drawdown, minimum commitments, volume pricing, ramp deals, and multi-product bundles where each line carries its own billing schedule. Pricing changes deploy without an engineering project. Tactik is built for B2B SaaS and PLG companies navigating the shift toward usage-based and hybrid pricing, whether that's where they are today or where they're heading next.
A metered billing engine, not a bolt-on.
Metering, rating, and usage invoicing run on the same foundation as quoting, with a built-in usage ledger for reconciliation. Invoice schedules are generated from contract terms, including line-level and custom schedules, and invoicing runs automatically end to end.
Revenue intelligence in real time.
SaaS metrics, cohort analysis, MRR/ARR reconciliation, churn signals, and expansion indicators are live from the platform the moment an order is placed, not assembled in spreadsheets weeks later.
AI across the lifecycle.
WALI, Tactik's AI agent, drafts quotes from a chat or voice prompt and surfaces revenue insights on demand, drawing on the full quote-to-cash record rather than a single stage.
Tactik embeds in Salesforce and is SOC 2 Type II compliant.