Subscriptions & renewals

Automatically remind customers when their contracts are due for renewal. Identify renewal rates and predict future subscription levels.

Workbooks gives you MORE.

More visibility.
More continuity.
More foresight.

Let's Talk

Focus on creating and growing relationships with your customers by managing your subscriptions and renewals with Workbooks:

  • Understand who is due for renewal when
  • Automate many parts of the renewal process for increased efficiency
  • Track at-risk customers and ensure remedial actions are taken before renewal
  • Ensure timely follow-up and nurture of customers to drive greater renewal rates
  • Automate the renewals process with all the information you need to improve the efficiency of the process
  • Automatically remind customers when their contracts are due for renewal
  • Automatically notify Account Managers when contracts are due for renewal and trigger actions to provide timely communication to customers
  • Schedule regular check-ins with your customers with notifications of key milestones throughout the contract
  • Identify your renewal rate and put processes in place to improve it
  • Create reports to predict future subscription levels, and therefore income

4.4 out of 5 (106 reviews)

Top 20 CRM 2020 Top 20 CRM 2020

4.3 out of 5 (106 reviews)

High Performer Summer 2022 High Performer Summer 2022

4.2 out of 5 (527 reviews)