Renewals arrive whether you are watching or not

Most CRMs stop at Closed Won.

Why renewals get missed

Nobody decides to miss a renewal. It goes missing because the information needed to see it coming is scattered: the amount is in a signed PDF, the end date is in someone's calendar or nowhere, and the customer relationship is in the CRM, which stopped paying attention the moment the deal was marked won.

The usual patch is a spreadsheet of expiry dates, maintained by whoever cares most. It survives until that person changes role.

The point of keeping contracts in the CRM is to see what's up for renewal before your customer does.

The contract is the record

Quotes, proposals, online signing and contracts included — not an upgrade

An accepted quote becomes a contract carrying its own dates and its own value. That is what makes the renewal visible in advance rather than remembered afterwards — there is a dated record in the system that knows its own end date.

Turn an expiring contract into a renewal opportunity in one click

One click, because the alternative is retyping — and a retyped renewal is how a renewal ends up indistinguishable from new business.

Free for up to 2 users — no credit card, no sales call

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Counting renewals as renewals

New business, upsells and renewals aren't tags you invent — they're how the system counts.

This matters more than it sounds. If renewals are typed in as new deals, your new-business number is inflated by revenue you already had, and nobody can answer the two questions that decide where next quarter's effort goes: how much of what we won was genuinely new, and how much of what we had did we keep.

Forecasting and quotas

Recurring separated from one-time. Partner costs netted out. Every currency at the rate that applied on the day.

Being straight about it

This surfaces the renewal and creates the opportunity. It does not chase your customer for you, and it will not renew anything automatically — a renewal is a conversation, and a system that quietly books one on your behalf is a system that will eventually book one you did not want.

Free for up to 2 users — no credit card, no sales call

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Start with the deals you already have.

Free for up to 2 users — no credit card, no sales call