Cleverbridge Grow – SaaS Commerce & Subscription Growth Platform
Cleverbridge is a global subscription billing and e-commerce platform that acts as the Merchant of Record (MoR). It manages all aspects of global sales, including payment processing, recurring billing, tax/VAT compliance, and fraud prevention for software and digital goods companies selling worldwide.
Features
- Global subscription billing and management for recurring revenue
- Multi-currency and international tax compliance (VAT/MOSS/GST)
- Hosted checkout and payment page orchestration
- Dunning and churn management workflows
- Pricing experimentation and offer optimisation
- Customer self-service portal for billing and plans
- Integrations with CRM, ERP, analytics, payment gateways
- Revenue reporting and subscription analytics dashboard
- Automated invoicing and receipt delivery
- Security and compliance (PCI DSS)
Benefits
- Simplifies global subscription and billing operations
- Reduces churn with automated retention workflows
- Supports multi-currency and international tax compliance
- Increases conversion with optimised checkout experiences
- Improves cash flow with automated billing
- Enables data-driven pricing decisions
- Enhances customer experience with self-service accounts
- Speeds time to market for subscription businesses
- Integrates seamlessly with sales and marketing systems
- Reduces operational overhead for finance teams
Pricing
- Free trial available
Service documents
Request an accessible format
Framework
G-Cloud 15
Service ID
9 0 6 0 5 4 6 8 9 2 7 0 7 8 2
Contact
GENERATION DIGITAL LIMITED
Thomas Sutton
Telephone: +44 020 3951 3986
Email: gcloud@gend.co
About your service
- Service categories
-
Applications
Enterprise resource management
Financial
- Financial and Accounting Applications
- Multi cloud support
- No
Service scope
- Software add-on or extension
- Yes, but can also be used as a standalone service
- What software services is the service an extension to
- Cleverbridge is the financial engine extension to CRM (Salesforce), ERP systems, marketing platforms, and entitlement systems. It is the vital operational layer that executes billing and compliance processes triggered by these systems.
- Cloud deployment model
- Public cloud
- Service constraints
- As a Merchant of Record, the customer's data is transferred to Cleverbridge for processing. Full payment compliance (PCI) relies on using Cleverbridge-hosted payment pages; processing payments outside these pages increases the customer's security burden. The primary data processing location is Germany, supporting GDPR.
- System requirements
-
- Requires a modern web browser for the portal and dashboards
- Requires HTTPS/TLS 1.2+ encryption for all API/data
- Requires API keys/credentials for integration
- Requires SFTP/Encrypted Email for secure data transfer
- Requires SSO integration for secure access to the control panel
User support
- Email or online ticketing support
- Yes
- Support response times
- We provide expedited support and aim to respond quickly to questions. Available during business hours Monday to Friday, we will respond to enquiries within one business day or twenty four hours from the date of the receiving the inquiry.
- User can manage status and priority of support tickets
- No
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support
- Yes
- Web chat support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support accessibility standard
- WCAG 2.2 AA
- Web chat accessibility testing
- N/A
- Onsite support
- Yes, at extra cost
- Support levels
- We provide the following support levels: Onboarding Customer success managers (CSMs): A dedicated partner familiar with your goals, helping you hit them with coaching, calls, and training. Professional services: Additional consulting sessions for on-site training, digital transformations, custom integrations, and more. Custom resources: From onboarding to feature tips, we can provide the right content at the right time to help answer your team’s questions and needs.
- Support available to third parties
- No
- AI chatbot
- No
Onboarding and offboarding
- Getting started
- We provide a wide range of onboarding services for clients including: - Online training - Onsite training - Comprehensive user guides Etc.
- Service documentation
- Yes
- Documentation formats
-
- HTML
- Other
- Other documentation formats
-
- Interactive guides
- Video tutorials
- End-of-contract data extraction
- Customers can export transaction, customer, subscription, invoice, and billing data in structured formats (CSV/JSON) via APIs or reporting tools. Details and formats to be confirmed with vendor.
- End-of-contract process
- At the end of the contract licences can be renewed or terminated.
- Documentation accessibility standard
- WCAG 2.2 AA
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Microsoft Edge
- Firefox
- Chrome
- Safari
- Application to install
- No
- Designed for use on mobile devices
- Yes
- Differences between the mobile and desktop service
- The platform is primarily a web console. The Customer Self-Service Portal is fully responsive for mobile use. The desktop interface is necessary for detailed administrative tasks, including scenario configuration, reporting deep dives, and managing compliance settings.
- Service interface
- Yes
- User support accessibility
- None or don’t know
- Description of service interface
- The service interface is the Cleverbridge Client Console, a web-based portal for managing subscriptions, viewing transactions, and accessing reporting. It is a persistent interface and is fully included with all active Cleverbridge subscriptions.
- Accessibility standards
- None or don’t know
- Description of accessibility
- The platform is designed for high usability for finance and administrative teams. Users can manage billing and view reports. Formal accessibility compliance is not publicly certified, but the interface supports basic web accessibility features.
- Accessibility testing
- Specific, formal interface testing with users of assistive technology is not publicly documented. Our development lifecycle focuses on creating a secure, performant transaction platform. For UK public sector buyers requiring verifiable evidence of testing (e.g., with screen readers or alternative input devices), this information and detailed Voluntary Product Accessibility Templates (VPAT) can be requested and provided under a Non-Disclosure Agreement (NDA).
- API
- Yes
- What users can and can't do using the API
- The Application Interface supports full transaction management: users can initiate purchases, update subscription items (usage/price), retrieve customer data, and access transaction history. The Application Interface is restricted from core administrative functions such as platform configuration, infrastructure management, and vendor contract changes.
- API documentation
- Yes
- API documentation formats
-
- Open API (also known as Swagger)
- HTML
- Other
- API sandbox or test environment
- Yes
- Customisation available
- Yes
- Description of customisation
- What can be customised includes: pricing models (tiered, usage-based), checkout flows (branding, language, payment options), dunning flows, and renewal logic. How users can customise is via the Client Console (configuration settings) and API (integrating custom logic). Who can customise is limited to Account Administrators and authorized integration engineers.
Scaling
- Independence of resources
- The platform uses a multi-tenant cloud architecture with logical data isolation. Resilience is guaranteed by a fault-tolerant design and offline order taking capability, ensuring high availability regardless of transaction volume from other clients.
Analytics
- Service usage metrics
- Yes
- Metrics types
- Cleverbridge provides metrics focused on revenue, transaction health, and subscription lifecycle. Customers can view churn rates, renewal rates, fraud rates, and transaction success rates. This includes monitoring total transactions processed, detailed payment gateway success, and real-time revenue analytics.
- Resource tagging
- No
- FOCUS resource tagging
- No
Resellers
- Supplier type
- Reseller providing extra support
- Organisation whose services are being resold
- Cleverbridge Grow
Staff security
- Staff security clearance
- Other security clearance
- Government security clearance
- Baseline Personnel Security Standard (BPSS)
Asset protection
- Knowledge of data storage and processing locations
- Yes
- Data storage and processing locations
-
- European Economic Area (EEA)
- Other locations
- User control over data storage and processing locations
- No
- Datacentre security standards
- Complies with a recognised standard (for example CSA CCM version 4.0)
- Penetration testing frequency
- At least once a year
- Penetration testing approach
- Another external penetration testing organisation
- Protecting data at rest
- Encryption of all physical media
- Data sanitisation process
- Yes
- Equipment disposal approach
- A third-party destruction service
- Data sanitisation type
-
- Deleted data can’t be directly accessed / Cryptographic Erasure
- Data Erasure
Data importing and exporting
- Data export approach
- Users export financial and customer data via SFTP/Encrypted Email reports or CSV/JSON downloads from the Client Console. The Application Interface supports programmatic extraction of subscription and transaction records for integration into customer ERP/CRM systems.
- Data export formats
-
- CSV
- Other
- Data import formats
- Other
Data-in-transit protection
- Data protection between buyer and supplier networks
- TLS (version 1.2 or above)
- Data protection within supplier network
- TLS (version 1.2 or above)
Availability and resilience
- Guaranteed availability
- Cleverbridge provides Service Level Agreements (SLAs) for its paid tiers, typically guaranteeing high platform uptime (e.g., 99.9%). Customers are refunded via service credits in the event of validated downtime that falls below the guaranteed level, as defined in the contract.
- Approach to resilience
- The service is hosted on resilient AWS infrastructure across multiple Availability Zones (AZs), ensuring redundancy. The architecture is fault-tolerant and includes offline order taking for business continuity. Data is replicated and backed up continuously to maintain integrity.
- Outage reporting
- Outages and service incidents are reported via a public status page (dashboard). Customers receive proactive email alerts. Internal procedures ensure affected customers are notified promptly.
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- Multi-Factor Authentication (MFA)
- Identity federation with existing provider (for example Google Apps)
- Username or password
- Access restrictions in management interfaces and support channels
- Access is restricted using Mandatory Single Sign-On (SSO) and Multi-Factor Authentication (MFA). Role-Based Access Control limits access to financial data, reports, and configurations. Internal systems are secured via VPN and strict access controls.
- Access restriction testing frequency
- At least once a year
- Management access authentication
-
- Multi-Factor Authentication (MFA)
- Identity federation with existing provider (for example Google Apps)
- Username or password
Audit information for users
- Access to user activity audit information
- Users have access to real-time audit information
- How long user audit data is stored for
- At least 12 months
- Access to supplier activity audit information
- Users have access to real-time audit information
- How long supplier audit data is stored for
- At least 12 months
- How long system logs are stored for
- At least 12 months
Security governance
- Named board-level person responsible for service security
- Yes
- Security governance certified
- Yes
- Security governance standards
-
- ISO/IEC 27001
- Other
- Other security governance standards
-
Service Organization Control (SOC) 2 Type II
PCI DSS Level 1
GDPR (Compliance framework)
ISAE 3402 - Information security policies and processes
- Cleverbridge maintains a robust Information Security Program aligned with ISO 27001 and PCI DSS. Policies are enforced through mandatory security training, background checks, and continuous auditing. Compliance is verified via annual external audits (ISAE 3402, PCI) to ensure adherence to financial and data protection standards.
- Software Security Code of Practice
- Yes
Operational security
- Configuration and change management standard
- Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
- Configuration and change management approach
- Changes are managed via controlled pipelines. Mandatory security impact assessments and peer reviews are conducted before deployment. Components are tracked in a secure system, and all changes are logged for complete auditability.
- Vulnerability management type
- Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
- Vulnerability management approach
- We assess threats via continuous scanning and third-party penetration tests. Critical patches are deployed swiftly, following a rapid, emergency change management process to minimize risk and maintain service integrity.
- Protective monitoring type
- Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
- Protective monitoring approach
- We utilize centralized logging and monitoring systems to track all platform activity. Compromises are identified via security rules and anomaly detection. The security team responds immediately, prioritizing rapid containment and investigation.
- Incident management type
- Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
- Incident management approach
- We maintain an Incident Response Plan with pre-defined playbooks. Users report incidents via the dedicated Support Portal. We provide incident reports to affected customers promptly, detailing cause and remediation.
- Post-quantum cryptography secure
- No
Secure development
- Approach to secure software development best practice
- Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)
Public sector networks
- Connection to public sector networks
- No
Pricing
- Discount for educational organisations
- No
- Free trial available
- Yes
- Description of free trial
- Cleverbridge offers a free trial for its platform, allowing evaluation of core e-commerce and billing setup. It is time-limited (duration varies) and lacks production traffic handling, priority support, and full enterprise integration features.
Discount percentage by annual call-off contract value (excluding VAT)
- Less than £250,000
- 0%
- Between £250,000 and £500,000
- 5%
- Between £500,001 and £1,000,000
- 10%
- Between £1,000,001 and £2,500,000
- 10%
- Between £2,500,001 and £5,000,000
- 15%
- Over £5,000,001
- 20%
Non-mandatory Standards and certifications
- ISO/IEC 27001 certification
- No
- ISO 28000:2022 certification
- No
- ISO 9001 certification
- No
- Quality management systems (QMS)
- Yes
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- No
- Cyber Essentials Alternative
- In relation to the services you do not have a current and valid Cyber Essentials certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials certificate by one of the government approved accreditation bodies within 12 months of the date of award.
- Cyber essentials plus
- No
- Cyber Essentials Alternative
- In relation to the services you do not have a current and valid Cyber Essentials Plus certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials Plus certificate by one of the government approved accreditation bodies within 12 months of the date of award.
- Other security certifications
- No
Social value
- Section B - Commitment for Future: Delivery
-
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority
- New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
- New apprenticeships on the contract workforce in the relevant area that meet the criteria set out in MAC 1b
- Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
- Plans to engage the contract workforce in deciding the most important workplace issues to address
- Ensuring new workers are informed of their right to join a trade union
- Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
- Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
- Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
- Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
- Activities to cascade good practice on fair working conditions throughout the supply chain
- Offer a pay and leave entitlement to all eligible staff who become kinship carers, ideally equivalent to statutory adoption pay and leave
- Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
- Monitoring and reporting of gender and ethnicity pay gaps and plans to address them where necessary
- Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
- Plans for an appropriate income replacement policy for staff who are required to spend time away from work to care for a sick dependent or close relative
- Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
- Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
- Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
- Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
- Volunteering opportunities for staff
- Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
- Measures to identify, mitigate and manage modern slavery risks relating to the contract and how these will be implemented
- Outline policies and practices to be applied to or put in place for the contract to mitigate and manage modern slavery risks, including: Pre-employment checks, recruitment practices. Workplace conditions, safeguarding plans and processes in place and regular monitoring with relevant groups considered, which may include sampling
- How these flow down the supply chain and are monitored Illustrative examples include reporting, site visits, audits, etc.
- How to ensure business decisions re: price/cost, short lead times, payment timescales do not create modern slavery risks in the supply chain
- How the supplier will work with NGOs, trade unions or other businesses to address modern slavery risk
- Means of influencing staff, suppliers, customers, communities and/or any other appropriate stakeholders with respect to modern slavery risks relating to the contract
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Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.
- Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
- Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
- Activities to support relevant sector related skills growth and sustainability in the contract workforce. Illustrative examples: careers talks, curriculum support, literacy support, safety talks and volunteering
- Delivery of apprenticeships, supported internships and T Level industry placement opportunities (Level 2, 3 and 4+) in relation to the contract
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises
- Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
- Activities to identify opportunities to open up sub-contracts under the prime contract to a diverse range of businesses, including new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
- Plans for engaging a diverse range of businesses in engagement activities prior to appointing subcontractors (including activities prior to award of the main contract and during the contract term)
- Activities that demonstrate a collaborative way to work with a diverse range of businesses as part of the supply chain
- Advertising of supply chain opportunities openly and to ensure they are accessible to a diverse range of businesses, including advertising all subcontracting opportunities on Contracts Finder
- Ensuring accessibility to contracting and subcontracting opportunities for disabled business owners and employees
- Structuring of the supply chain selection process to ensure fairness (e.g. anti-corruption) and encourages participation by a diverse range of businesses, including with regard to new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutual
- Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
- Methods for engaging with different parts of the community (including the education system and charities representing the community) and how communities come together to inform decisions, strategy and projects to leave a positive legacy for future generations
- Measures to involve local stakeholders and/or users in design (e.g. in the design of services, systems, products or buildings)
- Plans for positive actions with community groups.
- Measures for making facilities used in the delivery of the contract available for community groups, education or training
- Measures to engage users and communities and build relationships to increase community integration build trust and influence how the contract is delivered
- Plans to respond flexibly and adapt approaches to community engagement and initiatives
- Support for community-led initiatives relevant to the contract. Illustrative examples: improving transport links; reducing loneliness; helping with English language proficiency; and facilitating social mixing among people with different backgrounds
- Collaborating with anchor institutions and community groups to make facilities available for education, training or community events
-
Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero
Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.
- Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
- Collaborative ways of working with the supply chain to deliver additional environmental benefits in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
- Delivery of additional environmental benefits through the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
- Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
- Activities to reconnect people with the environment and increase awareness of ways to protect and enhance it
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Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain
Policy Outcome 6: Employment and training: For those who face barriers to employment
- Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
- Creation of employment opportunities particularly for those who face barriers to employment, such as prison leavers, care leavers and/or who are located in deprived areas, and for people in industries with known skills shortages or in high growth sectors
- Delivery of training schemes and programmes to address any identified skills gaps and under-representation in the workforce for the contract (e.g. prison leavers, care leavers, kinship carers, disabled people)
- Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
- Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
- Collection of the views and expertise of disabled people and their representative organisations on successfully supporting disabled employees or applicants
- Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition
- Introducing transparency to pay and reward processes
- Offering a range of quality opportunities with routes of progression if appropriate, e.g. T Level industry placements, students supported into higher level apprenticeships.
- Working conditions which promote an inclusive working environment and promote retention and progression
- Other measures to provide equality of opportunity for disabled people and those with health conditions into employment, including becoming a Disability Confident employer and inclusion of supported businesses in the contract supply chain
- Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce
- Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition
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Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain
Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.
- Understanding of the issues affecting the development of new skills by target cohort
- Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
- Other measures to offer development opportunities for the target cohort(s) in the contract workforce
- Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
- Understanding of issues relating to entering the contract workforce
- Creation of outreach activities to create a pipeline of employees for the future contract delivery
- Content of the outreach activity is designed to suit the target cohort
- Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
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Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.
Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.
- Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
- Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion
- Inclusive and accessible recruitment practices, development practices and retention policies that support-focused activities including those provided in the Guide for line managers on recruiting, managing and developing which support people with a disability or health condition
- Actions to invest in the physical and mental health and wellbeing of the contract workforce
-