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:

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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.

  • Issue renewal notices in advance for timely payments.
  • Prevent revenue leakage from forgotten renewals.
  • Maximize upsells by ensuring renewals are started on time.

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.

  • ScaleXP’s visual customer renewals view combines data across multiple invoices to provide a comprehensive view of renewals.
  • Data can be easily downloaded or shared online, empowering your customer success team with the invoice data that they require.
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Streamline your full process - even revenue recognition

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.

  • Eliminate the need to track deferred revenue in long and tedious spreadsheets.
  • Prepare IFRS15 and ASC606-compliant revenue recognition schedules.
  • Automate prepayments and prepaid expense recognition
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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.

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.

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.

What our customers say

We are using ScaleXP to untangle a number of complexities in our business model. ScaleXP is giving us the agility we need to make business decisions in a more informed way and at a faster pace than we've even been able to before. The client support team has been exceptional in digging into our needs and ensuring the platform is delivering!
Michelle - Finance Director - Xero App Store Review
Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.
Tom - Commercial Analyst - Xero App Store Review
Excellent system, the team are extremely knowledgeable and help set everything up. Super easy to use.
Jen - Finance Controller - Xero App Store Review
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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.