CRM-NG

Renewals

Never let a domain, certificate or licence lapse again.

Every domain, SSL certificate, software licence, warranty and subscription you look after, with alerts before it expires and a renewal invoice when you bill for it.

  • Domains, SSL, licences, warranties, subscriptions
  • Alerts before expiry
  • Mark renewed in one click
  • Renewal invoices
  • Billable value coming up
Renewals: what expires in the next 30 and 90 days, what has lapsed, and the billable value coming up.
Renewals: what expires in the next 30 and 90 days, what has lapsed, and the billable value coming up.

Why it matters

A client's website goes down because the domain expired, or a certificate lapses on a Friday night. Renewal dates live in a spreadsheet nobody checks, and the renewals you were meant to bill for slip through without an invoice.

  • No surprise outages

    Alerts arrive before anything expires, with a task on the right person's calendar.

  • Every renewal billed

    Billable renewals turn into an invoice when they are marked renewed.

  • A clear picture

    See what is due in 30 and 90 days and what it is worth.

How it works

  1. Add what expires

    Pick the kind, the client, the expiry date and renewal period.

  2. Get alerted

    Alerts and a high-priority task arrive before the date.

  3. Mark renewed

    The date moves on and, for billable items, the invoice is made.

What Renewals does

IT providers and anyone who looks after domains, certificates, licences or warranties for clients.

  • Everything that expires

    Domains, SSL certificates, software licences, warranties and subscriptions in one list.

    • Filter by kind, status, client and window
    • Sort and search
  • Alerts before expiry

    Alerts go out as the date approaches, each one recorded on the item.

    • A task due on the expiry date
    • Shows on the calendar
  • Mark renewed

    Moves the expiry on by the renewal period and keeps the old date in the notes.

    • Lapsed items flagged
  • Renewal invoices

    Make the renewal invoice from the item, or automatically when it is marked renewed.

    • Billable value for the next 90 days
  • On the company page

    Each client's renewals sit on their company page.

    • Also on the phone
  • Needs attention

    The things to deal with first, at the top.

    • Expiring in 30 and 90 days, and lapsed

Who it is for

  • An IT provider / MSP

    Every client's domains, certificates, licences and warranties in one place, billed on time.

  • A web agency

    Domains and hosting renewals tracked and invoiced.

  • Any business

    Your own software subscriptions and equipment warranties, with a warning before each renews.

Works with the rest of CRM-NG

  • Accounting

    Renewal invoices are made in Accounting.

  • Calendar

    The renewal task shows on the owner's calendar.

  • Assets

    Warranties of your clients' equipment can be tracked as renewals.

Questions

Does it renew the domain for us?

No. It reminds you and records the renewal; you renew with your registrar or vendor.

Can it bill the client?

Yes. Billable items make a renewal invoice when they are marked renewed.

Who gets the alerts?

The people you choose on each item.

What happens if we miss one?

It is marked lapsed and stays at the top until it is dealt with.

See Renewals running on your own data.

Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.