Client & Lead ManagementPurpose
1.2. Increase retention, streamline follow-up, and support compliance by proactively alerting relevant staff or clients.
1.3. Centralize and standardize the renewal workflow, reducing manual tracking errors.
1.4. Facilitate coordination between sales, account management, and finance for renewals.
Trigger Conditions
2.2. Contract status changes to “Due for Renewal” in CRM or ERP system.
2.3. New contract entered with a future renewal date field.
2.4. User-defined milestone matched (e.g., after last service report or inspection).
Platform variants
3.1. Salesforce
• Feature/Setting: Workflow Rules or Process Builder—trigger email/sms alert when contract close date is near; set up via “Contract Expiry Notification Flow.”
3.2. Microsoft Power Automate
• Feature/Setting: Scheduled Flow—run a query on Dynamics 365 contracts, send Teams or Outlook notifications for renewal.
3.3. HubSpot
• Feature/Setting: Automated Workflow—trigger internal task or email reminder by “Renewal Date” property.
3.4. Zoho CRM
• Feature/Setting: Custom Workflow Automation—if contract field “End Date” matches criteria, send in-app or email notification.
3.5. Pipedrive
• Feature/Setting: Activity Scheduler Automation—auto-create renewal task and send notification before expiry date.
3.6. Freshsales
• Feature/Setting: Workflow Automation—trigger notification using “Contract End Date” as condition.
3.7. Monday.com
• Feature/Setting: Date Column Automations—schedule reminders as push or email based on “Renewal” deadline.
3.8. Asana
• Feature/Setting: Custom Rules—trigger task or message in project when contract task due date nears.
3.9. Slack
• Feature/Setting: Incoming Webhooks—push renewal alert to specific channel upon trigger from CRM/integration flow.
3.10. Twilio
• Feature/Setting: SMS API—configure to send SMS upon receipt of contract renewal webhook from source app.
3.11. SendGrid
• Feature/Setting: SMTP/API email alerts—send templated contract renewal email with contract summary to designated staff.
3.12. Google Calendar
• Feature/Setting: Calendar API—create calendar event with reminder near contract end date.
3.13. Outlook 365
• Feature/Setting: Flow or Zap—auto-create calendar event or send email when contract matches set trigger.
3.14. Gmail
• Feature/Setting: Scripted trigger—send renewal reminders to users or groups before deadline.
3.15. Trello
• Feature/Setting: Butler Automation—create Trello card and notify team for upcoming renewal.
3.16. ClickUp
• Feature/Setting: Automation—generate task/alert for contract approaching renewal.
3.17. Airtable
• Feature/Setting: Date triggers in automation—push renewal alert to users using “Contract End” field.
3.18. SAP
• Feature/Setting: Workflow Designer—activate alert flow on contract approaching expiry.
3.19. Oracle NetSuite
• Feature/Setting: SuiteFlow—scripted workflow for email or task notification on contract dates.
3.20. DocuSign
• Feature/Setting: Envelope Custom Fields/Workflow—notify signer/account manager as renewal date approaches.
3.21. Intercom
• Feature/Setting: Custom Event-triggered message—notify assigned client manager ahead of renewal.
3.22. Notion
• Feature/Setting: Notion API integration—create reminder page/task and send push or email notification.
Benefits
4.2. Accelerates contract lifecycle and optimizes renewal conversion.
4.3. Promotes proactive communication among teams, boosting service quality.
4.4. Enables scalable, audit-friendly compliance for professional service processes.