Contracts
Contract renewals keeps every contract your business pays for in one list: the insurance, the lease, the software, the phones, the energy, the cleaners and the accountant.
Contracts that the business pays for, and their notice dates.
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Business details, Contacts, Suppliers, Contracts
Try it freeWhat it does for you
Each one has the supplier it is with, when it started and ends, its notice period, what it costs a month and a year, and the signed contract itself.
Most contracts renew by themselves unless notice reaches the other side in time, and the notice period is the part nobody remembers. The insurance renews at a higher price because no one asked for other quotes. The software keeps billing for seats nobody has used since the freelancer left. The lease's six-month notice passes while you were still thinking about the smaller office.
- The base works out each contract's notice date from its end date and its notice period, and 30 days before it, the contract's owner gets a mail and the contract waits for a decision: renew it as it is, renegotiate it, or cancel it. Renew moves its end date on by its term. Cancel has an AI agent draft the cancellation letter; you read it, correct it and send it to the supplier from the business, with the letter as a PDF.
- Upload the signed contract and an AI agent reads it and fills in the supplier, the dates, the notice period and the cost. Every Monday one mail lists what renews in the next 90 days, a calendar shows every notice date, and a chart shows what you pay a month in each category.
- As the business grows, add what it needs: Staff for an office manager who keeps the contracts and the people who own them, and so that your people ask for a new contract and you or a manager approve or refuse it, Departments to see what each department pays, Approvals so a renewal or a new contract above an amount waits for you or a manager, Approval limits for a second approval by finance, and Reports for a renewals report every Monday.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Remind me 60 days before the notice date for leases, not 30.Add a category for subscriptions to trade magazines.Mail me when a contract's yearly cost goes up by more than 10% at a renewal.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Approvals
A document above the approval amount of Business details waits for the approval of the owner or a manager.
Departments
The groups of people under a manager: departments, regions, teams, crews and portfolios.
Reports
The reports that agents write each week or month.
Staff
Contacts who work for the business: their job, their place and their team.