Contract renewals shouldn't require a spreadsheet, a calendar reminder, and a lot of luck.
Expiring contracts are predictable events. Yet most teams still rely on manual calendar reminders, scattered spreadsheets, and someone remembering to check. this+that turns renewal management into an automated process that runs without you.
Renewals get missed because the process depends on people remembering
The warning never comes
A contract expires in 30 days and nobody flags it. The first sign of trouble is the client asking why their access stopped working, which is also the moment renewing with goodwill intact stops being possible.
Where did the contract go
Dropbox, probably. Or Box. Or a folder in someone's Google Drive. Tracking down the right version to review can take longer than the renewal call you are preparing for.
Proactive outreach that is already behind
A first check-in 30 days out feels early and is not. By that point the client may be comparing you against alternatives. Earlier is the only kind of outreach that changes the outcome.
The pipeline is a guess
When finance asks which contracts renew next quarter, the answer lives in three systems and a spreadsheet that depends on everyone keeping it current. They never do.
Renewal tasks, documents, emails, and follow-up, all triggered automatically
The work starts at the 30-day mark. Once a renewal date falls within that window, this+that opens a renewal task in DoBox, drafts the client check-in, and hands it to the right account owner. It pulls the current contract from Dropbox and attaches it, so the owner reviews the actual terms rather than going looking for them.
Then it watches. Seven days of silence on the renewal email, and a follow-up is drafted and queued to send, so a missed reply stops being the reason a renewal slips. And every month, the contracts renewing in the next 90 days go out as a report to the people who need it, which keeps sales, finance, and leadership working from one current view.
Renewal workflows that run automatically
These are the kinds of workflows you can describe in plain English and have running in minutes.
CRM tools track renewal dates. this+that acts on them.
A CRM gives you a renewal date field and, if you are lucky, a notification. It will not write the outreach email, fetch the contract from your document storage, open a task for the account manager, or chase the follow-up when the client goes quiet. this+that takes the calendar signal and runs the work behind it, from the draft to the document to the task to the follow-through, which leaves your team free to have the renewal conversation rather than assemble the logistics around it.
A renewal turns on what is actually going on with the account
The date is the easy part. What decides the renewal is the picture behind it: the support issue still open from last month, the expansion a champion floated in a Slack thread, the sentiment that shifted after a rough onboarding. That operational knowledge usually lives nowhere. It sits in people's heads and in last week's threads, so whoever walks into the renewal is left reconstructing it, or guessing.
The Brain is the second thing this+that does, alongside automating the work. It keeps that operational picture current automatically, drawn from the communications already flowing through your account: who knows what, which issues are open, where each relationship stands, the expansion and risk signals scattered across channels. Canonical knowledge lives there too, so a renewal email or an agent reply draws on the pricing and terms your team actually set. It is not a CRM, and your systems of record stay where they are. It is more than a wiki, because the operational layer keeps itself up to date instead of waiting for someone to write it down.
So the account owner opens the renewal with the full context, not a blank page.
Renewals are predictable. The process should be too.
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