Give your agent the Track customer renewals claw

Maintains a rolling renewal calendar for every account and pages the CSM at stage-appropriate lead times, 120, 90, and 60 days out and the week of renewal. Runs daily at 07:30, reads each account's recent news, contract terms, and support signals from the drive to suggest the right outreach posture per stage, and drops renewals already confirmed in mail. Quiet runs send nothing.

  • Pages at 120, 90, and 60 days out and the week of each renewal
  • Suggests an outreach posture weighted by recent news and support load
  • Drops renewals already confirmed in mail
  • Stays quiet between stage crossings so every page means something