Subscriptions & renewals

Focus on creating and growing relationships with your customers by managing your subscriptions and renewals with Workbooks:

• Understand who is due for renewal when
• Automate many parts of the renewal process for increased efficiency
• Track at-risk customers and ensure remedial actions are taken before renewal
• Ensure timely follow-up and nurture of customers to drive greater renewal rates
• Automate the renewals process with all the information you need to improve the efficiency of the process
• Automatically remind customers when their contracts are due for renewal
• Automatically notify Account Managers when contracts are due for renewal and trigger actions to provide timely communication to customers
• Schedule regular check-ins with your customers with notifications of key milestones throughout the contract
• Identify your renewal rate and put processes in place to improve it
• Create reports to predict future subscription levels, and therefore income