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Renewals managed. Not missed.
The Customer Renewal Agent monitors every account in your CRM, surfaces at-risk contracts 90 days out, and drafts the right outreach at exactly the right moment - before the conversation gets defensive.
Watch AI identify at-risk renewals
Try the live demo
2 wks
Pilot to live
£2,500
Pilot Price
90 days
Early warning window
What it actually does.
The Customer Renewal Agent connects to your CRM, account systems, support history, and engagement signals to identify renewal risk before contracts expire. It scores account health, surfaces at-risk customers, and drafts personalised outreach calibrated to account history, value, and relationship context.
What the agent reads.
- CRM account history
- Contract dates and renewal windows
- Product usage and engagement signals
- Support history and escalation trends
- Commercial notes and relationship context
- Previous renewal conversations
What the agent prepares.
- Renewal risk scores
- Retention outreach drafts
- Account health summaries
- Escalation recommendations
- Renewal prioritisation queues
- Revenue retention reporting
Human review stays in control.
Nothing is sent automatically.
Your team reviews, edits, and approves every renewal action before outreach is sent or escalation takes place.
How it works.
We configure the agent around your CRM structure, renewal process, account health signals, and relationship tone guidelines – then refine outputs with your team until renewal outreach feels commercially accurate and operationally trusted.
01
Scoping call.
60 minutes to scope. A focused workshop to map your CRM structure, contract timelines, renewal cohorts, account health indicators, and escalation rules.
02
Pilot build.
2 weeks to deploy. The agent configured and tested against your next renewal cohort with live alerts and outreach drafts produced for review.
03
Review & approve.
Your commercial team reviews the first outputs. We refine scoring logic, outreach timing, and messaging tone together.
04
Full deployment.
Agent expands across your full customer base with monthly optimisation, reporting, and retention workflow iteration included.
Start small. Scale when it works.
AI Draft → Human Review → Send
Deploy a focused pilot around one renewal workflow before expanding into wider customer success and retention operations.
Pilot.
£2,500
Live in 2 weeks. Two highest-volume ticket categories automated, with your team reviewing every output.
Full Build.
£9,000
Full taxonomy coverage, knowledge base integration, engineer routing, and team onboarding included.
Monthly Ops.
£900
/MO
Ongoing category expansion, runbook updates, and deflection optimisation each month.
How much revenue did you lose to renewals you didn't see coming last year?
Book a 20-minute walkthrough.
We’ll map your renewal cohort for the next 90 days and show you exactly what the agent would flag – before you commit to anything.
- Works with Zoho, HubSpot, and Salesforce.
- Human-in-the-loop. Nothing sends automatically.
- Cancel monthly ops anytime.