Automate Your Renewals

Renewal Reminder Bot

Never miss a renewal again. Our AI agent tracks all upcoming contract expirations, sends personalized reminder campaigns to customers, and alerts your team to ensure you secure every dollar of recurring revenue .

See it in action

Renewal Reminder

The Manual Renewal Scramble

Your team manages renewals in a messy spreadsheet. It’s a manual, error-prone process. Reminders are sent late or not at all, customers are surprised by expirations, and your team scrambles at the last minute to save deals that should have been easy wins. This leads to preventable churn.

Building a rule for auto-assign leads assignment based on territory.

Renewal Reminder Bot

Key Features

Automated Renewal Tracking

The agent syncs with your CRM or billing system to maintain a real-time dashboard of all upcoming contract renewals.

Personalized Reminder Cadence

The AI automatically sends a sequence of personalized reminders to customers at key intervals (e.g., 90, 60, and 30 days before expiration).

Proactive CSM & Sales Alerts

The agent creates a task for the assigned Customer Success or Account Manager well in advance of the renewal date, providing them with all the context they need to ensure a smooth process .

Use Cases

Use-Cases for Renewal Reminder Bot

A Subscription Software Business

Automated their entire renewal workflow and saw a 5% decrease in voluntary churn within the first year.

A Managed IT Service Provider

Used the agent to get ahead of renewals by 90 days, giving them time to discuss plan changes and secure multi-year contracts, increasing customer LTV by 25%

A Professional Association

Ensured 100% of membership renewals were contacted on time, leading to higher retention rates and more predictable revenue.

More Agent Template

Quota Booster Agent

Suggests actions to help reps hit quota faster using AI insights.

Lead Scoring Agent

Scores leads based on fit, activity, and conversion potential.

Event Follow-up Agent

Sends follow-ups after webinars, expos, or demos with personalized messaging.

Daily Action Summary Bot

Sends daily summaries of tasks, meetings, and priorities.

Lost Deal Analysis Agent

Analyzes lost deals to uncover reasons and suggest improvements.

Revenue Predictor Agent

Predicts future revenue based on pipeline and historical trends.

Renewal Reminder Bot

Sends automated reminders for upcoming contract renewals.

Meeting Summary Agent

Summarizes meeting notes, decisions, and action items.

Pre-Meeting Research Bot

Gathers lead/company info before meetings for better engagement.

Personalized Outreach Bot

Crafts outreach messages tailored to each lead’s profile and history.

Deal Rescue Agent

Flags and re-engages deals showing signs of drop-off or delay.

Upsell/Cross-sell Agent

Identifies upsell and cross-sell opportunities based on customer data.

Renewal Reminder Bot

Value Proposition

Eliminate churn due to missed renewals.

Free up your team from manual renewal tracking.

Improve your net revenue retention (NRR) and cash flow predictability.

 Provide a more professional and proactive experience for your customers.

FAQ

Can the renewal reminder emails be customized for my business?

Yes. You can fully customize renewal reminder emails with your branding, logo, and templates. The bot also allows personalization using customer data from your CRM or ERP system, making it ideal for businesses in India, USA, UK, or any region that need localized messaging.

What happens if a customer replies to an automated renewal reminder?

When a customer replies, the Renewal Reminder Bot detects the response and immediately notifies your account manager or sales rep. This ensures no customer query is missed, and you can handle the conversation manually—perfect for subscription businesses, SaaS providers, and service companies worldwide.

Can the Renewal Reminder Bot manage different subscription or contract cycles?

Yes. Whether your customers are on monthly, quarterly, annual, or multi-year renewal cycles, the bot automatically adjusts and sends reminders accordingly. This feature is especially useful for telecom providers, insurance companies, SaaS platforms, and gyms that deal with diverse contract terms.

Does it offer a dashboard to track upcoming renewals?

Absolutely. You get a centralized dashboard with a clear view of all upcoming subscription or contract renewals. This helps business owners, account managers, and finance teams in regions like India, USA, and Europe to stay proactive and reduce churn rates.

Yes. You can embed a secure payment link (e.g., Stripe, Razorpay, PayPal) directly inside the reminder email. This makes it easier for customers to renew subscriptions online instantly, improving cash flow and customer retention.

Automate with AI

Start your free trial today.

Secure your recurring revenue. Automate your renewal process from start to finish. Activate your Renewal Reminder Bot today.

CRM Software has this features:

Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.

Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours

Request A Call Back