Sales Feature
Renew on time,
grow every account,
know why they leave.
Renewals open by themselves before the term ends. Upsells, upgrades, and downgrades stay on one chain, and every ended subscription records why.
-
2025
New business
Won -
2025
Upsell
Won -
2026
Renewal
Proposalopens 90 days before end
Why it matters
Renewals that open themselves
Per pipeline, open the renewal when a deal is won or a set number of days before the term ends (1 to 365). It lands in the pipeline and stage you choose, with the same products.
Upsell, upgrade, downgrade
Each change is its own deal. Upsell lines join the next renewal. An upgrade or downgrade ends the old deal only when it is won, so a lost upgrade never cancels a customer.
Know why customers leave
When a subscription ends, record the date, whether the customer asked or the payment failed, and a churn reason from your own list. You can make the reason required.
History you can trust
An ended deal stays won. Its win date, value, and contribution to goals do not change, so last year's numbers stay last year's numbers.
How It Works
Set up in four steps
- 1
Set renewal rules
For each pipeline: when renewals open, where they go, and whether they take the previous price or today's catalogue price.
- 2
Win the deal
The renewal opens on time with the products, contacts, company, and owner already filled in.
- 3
Grow or change it
Open an upsell, an upgrade, or a downgrade from the deal. Lines are aligned to the current term.
- 4
End it with a reason
When a customer leaves, end the subscription with a date and a reason.
Use Cases
Built for how your team sells
Yearly software licences
Renewals open 90 days before the end of each licence, so account managers have a full quarter to talk to the customer.
Mid-term upgrade
A customer moves from 10 to 25 users in month 5. The upgrade deal ends on the same day as the original contract, and the old deal ends when the upgrade is won.
Churn review
Every quarter the team filters ended subscriptions by churn reason and sees that most leave over price, not product.
FAQ
Frequently asked questions
Fixed-term product lines, companies, contacts, the owner, and the currency. Discounts, notes, tasks, and files are not copied.
Yes. Choose per pipeline whether a renewal keeps the previous price or takes today's catalogue price.
No. A deal without products renews with its amount and currency. With products, each line renews with its own term.
Yes. Remove the end with a reason; the change is recorded.
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