Renewal management involves tracking account expiration dates, reviewing usage history, and coordinating quotes, contract updates, and payment collection before a subscription lapses.
An automated version continuously monitors renewal dates and engagement signals, generates quotes and follow-up sequences on schedule, and confirms payment before updating records. The result is faster renewal cycles, fewer missed follow-ups, and clearer visibility into account health.
The full workflow, from trigger to completion.
Detects a subscription entering its 60-day renewal threshold and starts the workflow.
The Renewal Tracking pulls usage and engagement data, calculates a risk score, and tags the account.
Automatically creates a renewal invoice and payment link at the current or adjusted rate.
An account manager receives a packet with usage context and negotiates custom terms directly with the customer.
The Renewal Notice & Follow-up sends the quote and runs a scheduled follow-up sequence.
Marks the invoice paid and the subscription record is updated automatically.
Posts the final renewal outcome and any at-risk flags to the customer success channel.
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