Growth · Customer Success
Renewals that are worked, not discovered.
Included from Professional upward.
A contract lapses because the date lived in a contract PDF, and the first anyone knows is the client not paying the next invoice.
What it does
Renewals, business reviews and accounts at risk.
- 01
Renewals with dates and owners
What renews when, and whose job it is.
- 02
Business reviews
QBRs recorded against the account, with what was promised.
- 03
Account health beside delivery
The same account's tickets, projects and invoices are one click away, because they are the same client record.
For example
A renewal that is worked, not discovered
- 1The Acme contract is due to renew in 60 days, with an owner.
- 2The account manager opens it and sees the same account's delivery, tickets and invoices — one client record, not three.
- 3A quarterly business review is recorded against the account, with what was promised.
- 4The renewal is worked before it lapses.
- 5If it does not renew, the reason is on the record rather than in somebody's memory.
Nobody finds out a contract expired because a client stopped paying the next invoice.
How it runs
In, through, out
An account is signed
It is reviewed and its health tracked
The renewal is worked before it expires
The account manager sees delivery and support on the account they are about to renew — without asking two other teams.
In the product
Actual screens, not mockups
It does not work alone
What Customer Success is connected to
The point of one set of records is that these are not integrations. They read the same rows.