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Common CRM problems in Renewal Manager

Why most CRMs
don't work for
Renewal Manager

Most CRMs lack the workflow flexibility and automation required for renewal managers, making it difficult to support non-linear, high-touch, or highly regulated renewal processes. They often force rigid processes that don’t fit the realities of renewal management.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Renewal Manager field

"The CRM doesn’t let me build or adjust renewal processes to match each customer’s journey."

"I spend too much time on repetitive tasks that should be automated but aren’t."

"It’s hard to manage exceptions or comply with specific contractual or regulatory obligations."

"Notifications and tracking are unreliable—missed dates still happen despite our best efforts."

Monday.com CRM solution for Renewal Manager

So, What makes monday CRM
perfect for Renewal Manager?

Automated Renewal Workflows

Automate follow-ups and reminders to ensure no renewal opportunity is ever missed.

Centralized Client Data

Access all client accounts, contract details, and renewal statuses in one organized workspace.

Customizable Dashboards

Track renewal metrics and forecast revenue easily with visual, real-time dashboards.

Smooth Team Collaboration

Share notes and assign renewal tasks effortlessly to keep your team in sync and responsive.

Use cases for Renewal Manager

Key use cases

Renewal Managers use monday CRM to streamline renewal processes, improve customer retention, and identify growth opportunities throughout the customer lifecycle.

🔄

Automated Renewal Tracking

Monitor and manage contract renewal dates with automated reminders, ensuring timely follow-ups and preventing missed renewals.

📈

Upsell & Cross-sell Management

Spot and act on upsell or cross-sell opportunities within existing accounts to maximize account value and grow revenue.

📊

Renewal Forecasting

Maintain real-time visibility into renewal pipelines with dashboards to forecast revenue and prioritize accounts at risk.

🤝

Collaborative Deal Handling

Work with Customer Success, Sales, and Finance teams via shared boards to coordinate renewals and resolve contract issues efficiently.

🛠️

Process Optimization

Refine renewal workflows and build tailored playbooks within monday CRM to boost efficiency and standardize best practices.

📁

Centralized Document Management

Store, access, and share renewal contracts and related documents securely within a unified workspace for easy retrieval and compliance.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM can send automatic notifications and reminders for upcoming renewals, so you'll never miss a follow-up or deadline.

Yes, you can set up automations to trigger personalized email reminders or tasks for client follow-ups around renewal time, saving you manual effort.

You can create custom boards and dashboards that clearly display all your contract statuses, renewal dates, payment history, and client info in one central place.

monday CRM allows you to tag teammates, leave notes, and share files directly within client records, making it easy to collaborate and stay updated.

The visual pipeline and customizable boards let you instantly view where each renewal stands and highlight deals that require action.

Custom dashboards and reports make it simple to track renewal metrics, analyze trends, and share insights about your team's performance.

monday CRM integrates with many popular tools like Outlook, Gmail, and billing platforms, letting you sync data and automate key renewal workflows.

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