Automate Your Renewals
Renewal reminders
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
AI agent tracks
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.
Team manages renewals
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 reminders
Subscription Software Business
Automated their entire renewal workflow and saw a 5% decrease in voluntary churn within the first year, directly impacting their bottom line.
Managed IT Service Provider
Used the agent to get ahead of renewals by 90 days, giving them ample time to discuss plan changes and secure multi-year contracts, increasing customer LTV by 25%.
Professional Association
Ensured 100% of membership renewals were contacted on time, leading to higher retention rates and more predictable revenue for their operations.
More Agent Template
Voice note → Lead creation
Transcribes voice notes and creates structured lead entries with tags and reminders.
Healthcare: Appointment reminders
Sends automated reminders for scheduled visits via SMS, email, or WhatsApp.
KYC reminder workflows
Sends reminders for pending KYC documentation and tracks completion.
Remind sales reps to call leads
Sends reminders to call leads at times with highest engagement potential.
Personalize outreach messages
Crafts outreach messages using context from previous interactions.
Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
AI escalation manager for complaints
Escalates and routes complaints based on severity, SLA, and sentiment.
AI sales coaching during calls
Provides live tips and feedback during sales calls based on conversation flow.
Dynamic pricing suggestions
Recommends pricing based on demand, competition, and historical data.
AI competitor battlecards
Builds battlecards with competitor strengths, weaknesses, and rebuttals.
Last minute to save deals
Value Proposition
Eliminate churn due to missed renewals.
Free up your team from manual renewal tracking.
Improve your net revenue retention and cash flow predictability.
Provide a more professional and proactive experience for your customers.
FAQ
Yes, you can use your own branding and templates, and personalize them with any data from your CRM
The agent can detect replies and notify the account owner to step in and handle the conversation manually.
Yes, you can create different reminder cadences for different contract lengths.
Yes, the agent provides a clear, centralized view of your entire renewal pipeline.
Yes, reminder emails can include a direct link for the customer to renew their subscription online via services like Stripe.
Automate with AI
Start your free trial today.
Secure your recurring revenue. Automate your renewal process from start to finish. Activate your Renewal Agent 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
Archiz CRM will Help you with Following features
