Renewal desk in Creatio
Every contract, policy or deposit gets its renewal prepared on schedule, with a draft offer ready for the owner.
Used in these recipes
Solution
The agent opens the renewal as soon as a contract is signed, moves it through a retention pipeline on a 90/60/30-day rhythm, flags the ones going quiet and records why clients leave. Works with Creatio contracts and opportunities, your usage data and billing, such as Stripe, Zuora, GoCardless or your ERP.
The model
Reads the client's history and health signals, drafts the renewal or retention offer, suggests a churn reason when a renewal is lost.
Code
Creates renewals from signed contracts, runs the 90/60/30-day schedule, pulls terms from your systems, applies pricing and approval rules, raises alerts.
A practitioner
The account owner sends every offer and confirms the churn reason.
On Creatio, we build it with: Contracts and opportunities, Customer 360; for banks, the Bank.ai Renewal and Retention agents — see Creatio's built-in AI agents
Reference architecture
Renewals are worked months ahead, not the week before
Renewal desk · Creatio · reference architecture
- Systems · Creatio + yours Contract and usage term · usage · tickets · billing
- → Read the account
- Model · judges Read the account risk · growth signals · brief
- → Renewal playbook
- Code · decides Renewal playbook 90 · 60 · 30 days · tasks
- → Renewed on time low risk
- → Account manager call at risk · expansion
- Practitioner · approves Account manager call risk talk · expansion offer
- → Quote and paperwork terms agreed
- Systems · Creatio + yours Renewed on time signed · in CRM · next term set
- Code · decides Quote and paperwork price rules · e-signature
- → Renewed on time
- Creatio
- Creatio agent
- Marketplace
- DigiTeam
Key deliverables
- Renewal created automatically from each signed contract, policy or deposit, with its end date and terms.
- Retention pipeline in Creatio: outreach, negotiation, pending, renewed or lost.
- 90/60/30-day tasks for the owner: conversation, proposal, signature.
- Alerts: no activity for 7 days, or 30 days to go and still at an early stage.
- Draft offers within your pricing rules; saves recorded as renewed.
- Churn reasons required on every loss, and a renewal-rate report.
Start with one product.
One product or contract type, live in your Creatio, with a fixed scope. Data sources, pricing rules and who sends are settled before we build.