Automatic Renewals & Alerts | Client retention — DealForge
Don't lose clients to expired contracts no one renewed in time. DealForge alerts your team weeks in advance and generates the renewal quote automatically.
Start freeWhy do you need renewal management?
Your recurring-service contracts expire without anyone noticing. The client doesn't renew because no one contacted them and you lose recurring revenue that cost a lot to acquire.
You have no visibility into how much recurring revenue is at risk of not renewing this quarter. Financial planning is a guessing game.
The renewal process is manual: find the original contract, create a new quote, adjust prices and send. With 50 renewals a month, it's a full-time job.
How DealForge automates renewals
Staggered expiry alerts
Configure alerts at 90, 60 and 30 days before expiry. Each alert goes to the assigned salesperson and the manager. With enough time, your team contacts the client before they look for alternatives.
Automatic renewal quote
DealForge generates a renewal quote pre-filled with the same products, quantities and terms of the current contract. The salesperson just reviews, adjusts the price if an annual increase applies and sends.
Renewals dashboard
See in one place all the pending renewals for the month, quarter or year. Filter by amount, salesperson or loss risk. Quickly identify which accounts need priority attention.
Automatic price increase
Configure annual increase rules: fixed percentage, inflation-index based or customised per client. When generating the renewal, the price already reflects the adjustment agreed in the original contract.
How it works
Configure expiry alerts
Define how many days before expiry you want to receive each alert and who should receive it. You can create different rules by contract type or amount.
Review the renewals dashboard
Each week, check the upcoming renewals. The system prioritises by amount and proximity to expiry so your team focuses on what matters most.
Send the renewal in one click
Open the pre-generated renewal quote, verify the data, adjust what's needed and send it to the client. The whole process takes under 5 minutes per renewal.
Frequently asked questions
Can I fully automate the renewal with no human intervention?
You can automate generating the quote and sending the first email to the client, but we recommend a salesperson reviews each renewal before sending. Some renewals need a price adjustment, scope changes or a conversation with the client first.
How do I handle price increases on renewals?
You can configure automatic increase rules: a fixed annual percentage, based on an inflation index (e.g. CPI) or a custom percentage per client. The renewal quote is generated with the price adjusted according to the defined rule.
Can I see which recurring revenue is at risk?
Yes. The dashboard shows the total value of contracts expiring in each period, segmented by renewal status (pending, in progress, renewed, lost). You can project the expected recurring revenue and the churn rate for each quarter.
Does the system flag clients at risk of not renewing?
The system automatically alerts you when a contract enters the amber zone (64-15 days) or red zone (under 14 days). These visual alerts on the dashboard let you prioritise which accounts need urgent attention before they expire.
Start using Renewals & Alerts today
Set up renewals & alerts in minutes and transform your sales process. No credit card required.