Renew Guard
SmallCRM · Account managers and owners
Track contract and service renewals with owner and risk so accounts aren't lost silently.
Built in this build
- Renewal date and owner
- Risk level and notes
- Advance task creation
- Risk rules
- Summarizes renewal risk from notes
- Renewal rate and risk breakdown
Vision (needs external services)
- Notice thresholds
- Upcoming-renewal reminders
- Calendar export
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Renewal date and owner
- Risk level and notes
- Advance task creation
Admin modules
- Notice thresholds
- Risk rules
AI capabilities
- Summarizes renewal risk from notes
Automations
- Upcoming-renewal reminders
Analytics & reports
- Renewal rate and risk breakdown
Integrations
- Calendar export
Mobile
- Renewal notifications
Roles & permissions
- Account manager
- Manager
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