Start the conversation before the contract ends.

Keep renewal dates, account context and the next action together. Give your team time to resolve the gaps before a customer has to decide.

Try the example

Where are we with Q4 renewals?

Of 18 renewals this quarter, six are secured and nine are in progress. Three need attention. I’d start with Fernbank: it is inside your renewal window and no quote is recorded.

Let’s check the retention requirement, then prepare an option for the account owner. Keep migration out until the scope is confirmed.

Illustrative example. No live connections or actions.

How Renewal Watch works.

See the whole renewal book

Bring dates, recurring value and account owners into one view. Missing dates stay visible, rather than disappearing from the picture.

Understand the reason for a flag

Inspect recorded activity and approaching dates. Add finance or support context where connected, then decide what the account needs.

Pick up the prepared conversation

Review the proposed next step and outreach. In this example, the agreed quote workflow also prepares a 12-month renewal quote.

Connected to the records you trust.

Agree your renewal window, quiet-account threshold and who reviews outreach. The 60-day window here is an example, not a fixed product rule.

Start with

Contract records with renewal dates and recurring values.

Add context where connected

Account activity, email, finance and support. Quote preparation depends on your agreed templates, pricing and permissions.

Connections, access and available actions are scoped during setup.

Before you start.

Can we use our own renewal process?

Yes. The window, checks, ownership and approval requirements are agreed around your contracts.

Does a flag mean the customer will churn?

No. It identifies a reason to investigate. Missing recorded activity is not proof that nobody spoke to the customer.

What happens when data is missing?

Keep the missing field visible and check the source. Do not count an unknown contract value as zero or an unassessed account as healthy.

Start with your process.

We’ll work through the sources, rules and first useful workflow with you.

Arrange a demo

Opens an email to luke@zarco.uk. No calendar slot is reserved.