Service renewals
Every recurring service or subscription deal eventually needs to be renewed — and renewals are where revenue is most easily lost if no one is watching. CRM → Service Renewals gives you a dedicated view of every upcoming renewal, its risk level, and any open support challenges tied to the account.
Open the renewals list
Go to CRM → Service Renewals. Each renewal shows its stage, days until the renewal date, and a severity flag when something is at risk.
Log a support challenge
If a customer raises a concern that could jeopardize the renewal, log it as a challenge directly on the renewal record. Track its status (open, in progress, resolved) so nothing important falls through the cracks before the renewal conversation happens.
Hand off to Customer Success
The same renewal pipeline is shared with the Customer Success app, which owns the day-to-day retention work — CRM shows the commercial owner’s view while CS tracks health scores and playbooks against the same record.