Renewal management

Never let a customer renewal slip through the cracks

Customer renewal management in ScaleXP

Contract renewals are notoriously difficult to track. With ScaleXP, you can say goodbye to messy spreadsheets and ensure your renewals are seamlessly managed in one fully integrated system.

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Customer renewal management in ScaleXP

ScaleXP is an approved app for leading accounting & CRM systems:

Proactively manage your renewals

Guarantee a smooth contract renewal process for your team and, perhaps more importantly, for your customers. With ScaleXP, you can easily confirm that all renewals are in process, well before the due date.

Get the full overview of your renewals easily

Combining upsell, downgrades, and other contract changes can make it tricky for your customer success team to quickly understand full contract values that are due for renewal.

Dashboard displaying customer invoice statuses with details like renewal identified and invoice dates.
Financial dashboard interface displaying revenue reports and invoice details from ScaleXP.

Streamline your full process - even revenue recognition

Financial dashboard interface displaying revenue reports and invoice details from ScaleXP.

Alongside customer renewals, ScaleXP is your all-in-one platform for smart finance automation, supporting a month end close that is up to 3 days faster.

With ScaleXP, you can

Improve accuracy with the latest data

Spreadsheet tracking is time consuming, and mistakes are inevitable. With ScaleXP, your data moves in lock step with your accounting & CRM platform. For renewals, this ensures comprehensive tracking, with the latest invoice data.

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Deliver more insights

Updating spreadsheets each month is time-consuming. ScaleXP’s automated data sync frees up hours, allowing you to spend far more time analysing data and less time compiling it. Data is then provided to your key teams in compelling and visual dashboards.

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View renewals across legal entities

Tracking renewals for multiple legal entities and across countries and currencies can be tedious. With ScaleXP, you get an integrated view of renewals metrics for the group and by subsidiary.

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What our customers say

Who uses ScaleXP?

Get real time access to your data, without waiting for spreadsheets to be updated. Review and share your data, creating impact across the company.

Close the month faster. Improve accuracy and create a strong platform for growth with robust and sustainable processes. 

Eliminate inevitable spreadsheet errors. Build confidence in your numbers with schedules that are easy for others to review and understand. 

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Renewal Management FAQs

ScaleXP proactively tracks customer contracts and issues renewal notices in advance. This ensures your sales or customer success team is alerted about upcoming renewals before they expire. By automating reminders and notifications, ScaleXP helps prevent revenue leakage from forgotten renewals.

ScaleXP combines all related items into a single renewal notice, including any upsells or downgrades. In other words, if a customer’s contract is extended or changed in value, ScaleXP’s renewal management captures that in one comprehensive view. This consolidated approach makes it easier to upsell and to manage complex renewal scenarios.

ScaleXP’s renewal dashboard merges all invoices and contract lines for each customer into one view. This means even if a customer has multiple invoices (or is served by multiple entities), you get a single consolidated renewal entry per customer. Finance and sales can download or share this combined data, giving everyone a clear picture of each customer’s renewal status.

Yes. ScaleXP supports cross-entity consolidation for renewals. If you operate in multiple countries or legal entities, ScaleXP can group and report renewals across all of them. You also get consolidated reporting across different currencies or companies, so a global customer’s renewal is tracked seamlessly.

Renewal management uses real-time data sync. Because ScaleXP continuously syncs with your accounting and CRM systems, the renewal information is always up-to-date. Any new invoice or contract change is reflected immediately, so you always work from the latest data when reviewing renewals.