Load a Salesforce report and Newenz shows your team what is renewing, which renewals have no active opportunity, and where a price increase is about to be missed.
Start from a standard Salesforce report, or connect your CRM, inbox, team chat and call recorder. Everything shown is sample data.
Illustrative sample data. Select a view or an account.
Five views your team works from every day, each built around the contract end date.
See every contract approaching its end date, and which renewals have no active opportunity.
Send every increase before its notice deadline, so none is lost.
A score out of 100 that tells you why, in four parts.
Know how much of the number is solid, and what moved since last week.
Every renewal at risk gets an owner, a task and a date.
Every figure and account name on this page is illustrative sample data.
The work around a renewal: what to send, what the customer is telling you, and what your team has committed to.
The renewal email, the price increase notice, follow-ups and check-ins are drafted when each is due. You review and edit them, then send from your own email.
Support tickets, product usage, survey scores and unpaid invoices show on each customer and count in the health score, with a queue for trouble before a renewal.
Each person chooses whose renewals they hear about. Sent by email, and to a Microsoft Teams channel if you want.
Term, automatic renewal, customer notice, price notice and increase cap for each customer and product, with company defaults until confirmed.
A retention target for the company and for each owner, with the forecast rolled up by team and by CSM.
Gross and net retention, expansion, and your own reasons for lost value. Every forecast submission is kept, so you can see what moved.
Follow one renewal from the first warning to the recorded result.
Renewal playbook 4 steps
Newenz works from a Salesforce report you export and load. No set-up project, and no specialist.
A standard Salesforce opportunity report, dropped in as it was exported.
Renewals, and where each stands $4.82M over 12 months
Priya's queue This week
Spoke to their finance lead. Budget is approved and they want the order form this week.
Retention, month by month By value
Export a standard opportunity report and drop it in. Newenz reads the columns and builds the renewal tracker.
Renewals without an active opportunity, notices about to be missed, and retention month by month.
Each person gets the tasks and renewals that need them this week.
The result is saved with the new value, and the reason if it was lost.
Start from a report, or connect directly. Newenz gathers what is said to and about each customer, in email, meetings, recorded calls and team channels. AI suggests the update, and a person approves it.
CRM
Salesforce and HubSpotRenewal opportunities and deals, accounts, contacts and logged activity, synced every 15 minutes. One CRM at a time.
Email and calendar
Microsoft 365Outlook email and meetings with a customer's contacts, and the transcripts of Teams meetings you organise.
Call recorders
Gong, Fathom and Fireflies.aiRecorded customer calls, with their summaries and transcripts, on the customer's timeline.
Team chat
Slack and Microsoft TeamsWhat colleagues write about a customer in the channels you switch on, placed on that customer's timeline.
Customer signals
Your helpdesk, product, survey and billing systemsTickets, usage, survey answers and invoices, loaded as a file or sent to your company's own secure address.
Alerts
Email and Microsoft TeamsA morning email of what is new, a weekly digest, and an optional post to a Teams channel.
Newenz reads
AI suggests, a person approves
Email from Maya Trent, Verdance Software
“The board signed off the renewal on Tuesday. Please send the order form and we will sign this month.”
Suggested update
Renewal review with Corriemoor Hotels, 32 minutes, from the call transcript
“We are happy with the service, but the second site closes in March, so we will need fewer licences from then.”
Suggested update
Nothing changes until a person presses Apply.
Salesforce is updated
Opportunity in SalesforceVerdance Software renewal
Email logged on the opportunity
Opportunity in SalesforceCorriemoor Hotels renewal
Meeting logged on the opportunity
Writing to Salesforce is off until a company admin switches it on.
AI summary
Verdance Software renews in 104 days. The price increase is accepted and their board has approved the renewal, so the risk now is timing: the order form has not gone out. Health is steady at 81.
Suggested next actions
Written by AI from the customer's record. Check it against the record before relying on it.
Admins, managers and CSMs connect their own Microsoft 365 work account, approved once by your Microsoft 365 admin. Newenz only reads from it.
An email or meeting is kept only when it involves one of a customer's contacts, and a channel message only when it is about a customer.
Summaries and suggestions use your company's own AI provider account, and stay off until a company admin switches them on.
Field changes wait for a person to apply them, and nothing in Salesforce is deleted. HubSpot, recorders and channels are only read.
| A typical customer success platform | Newenz |
|---|---|
| Weeks of set-up, often with a specialist | Useful from the first report you load |
| Health scores you design yourself | A score that is ready, with its reasons shown |
| Playbooks to build and maintain | Three playbooks built in, and room for your own |
| A general view of the customer | Built around the renewal: dates, notices, results, retention |
| Emails written from scratch for each renewal | The email each renewal needs, drafted when it is due |
| Conversations scattered across inboxes, recorders and chat | Email, meetings, recorded calls and channel messages on one timeline |
Required for admins and managers. A company can require it for everyone.
Each company's records are kept apart by the database itself.
Admin, manager, CSM and viewer.
Who changed what, and when.
Account, owner and product names can be swapped before anything is stored.
Data is held in London.
Ask for a demo and here is exactly what you get.
We take you through the tracker, the forecast and the price plan using sample data, so you need to bring nothing.
We talk through how your team runs renewals today, and where Newenz would and would not help.
Bring an anonymised report and we will show you what is covered, what is not, and what to do first.
We will reply by email to arrange a time.