Capsule CRM: Never Miss a Contract Renewal
A business case for a managed IT or services firm: price what a missed renewal costs, then build a Capsule CRM track that sets a call 90 days before each contract ends, a quote at 60 and a signature by 30, add it to new and existing contracts, and pull up the renewal call list.
- Free
- No sign-up
- 57 steps
- ~20 min
