Renewal Revenue Recovery Manager for Perfex CRM

Renewal & Revenue Recovery Manager for Perfex CRM is a powerful business operations module designed to help you track upcoming renewals, monitor revenue at risk, manage follow-ups, and improve renewal recovery from one centralized dashboard inside Perfex CRM.If your business works with annual contracts, service plans, support packages, maintenance agreements, subscriptions, licenses, policies, or recurring customer accounts, this module gives you the structure and visibility needed to stay ahead of renewal deadlines and prevent lost revenue.Instead of relying on spreadsheets, manual reminders, or scattered staff notes, this module brings your entire renewal management workflow directly into Perfex CRM.
Why Choose Renewal & Revenue Recovery Manager?
Track every renewal in one place with dates, owner, amount, stage, follow-up, and customer connection.
Reduce missed renewals by creating a structured operational workflow inside Perfex CRM.
Protect revenue at risk with stage-based tracking and dashboard visibility.
Improve accountability by assigning each renewal to a staff owner.
Save time with auto-generated renewal numbering and automation-ready stage movement.
Stay closer to native Perfex behavior with customer currency inheritance and base currency fallback.
Export data easily for reporting, management review, and analysis.
What This Perfex CRM Module Does
This module is built for businesses that need a better way to manage renewals and customer retention activities inside Perfex CRM. It creates a dedicated workspace where your team can:
Create renewal records with complete operational and financial details
Monitor upcoming renewals and overdue items
Track next follow-up actions and renewal stages
View open pipeline and renewed outcomes from one dashboard
Manage renewal ownership across team members
Record save offers, churn reasons, and internal notes
Run automation using native Perfex cron integration
Whether you are managing support contract renewals, subscription renewals, policy renewals, maintenance renewals, hosting renewals, license renewals, or service agreement renewals, this module gives you a much cleaner and more scalable process.
Main Dashboard Highlights
The module includes a modern and practical renewal dashboard that acts as the control center for your team.
Total Open/Tracked overview
Upcoming 30 Days quick visibility
At Risk renewal monitoring
Renewed value tracking
Keyword search for renewal number, title, customer, and reference
Filters by stage, priority, customer, owner, and renewal date range
Renewal listing table with owner, next follow-up, amount, stage, and actions
One-click access to Add Renewal, Run Automation, Settings, and Export CSV
This makes it easier for managers and staff to review the current pipeline without opening multiple records or switching between different areas of Perfex CRM.
Detailed Feature List
Dedicated Renewals area inside Perfex CRM
Auto-generated renewal numbers
Configurable renewal number prefix, padding, and next number
Create and manage complete renewal records
Renewal date and next follow-up tracking
Priority management
Owner assignment for accountability
Customer assignment per renewal
Manual reference support
Reference type-based workflow
Amount tracking
Currency-aware logic
Customer currency inheritance with Perfex base currency fallback
Save offer amount support
Churn reason capture
Description and internal notes field
Activity timeline area for renewal records
Dashboard KPI cards
Advanced dashboard filters
Renewal listing table with action controls
CSV export support
Settings screen for operational defaults
Default owner configuration
Days-before-due configuration
Default follow-up gap configuration
Native Perfex cron automation integration
Manual automation run button
Automatic movement of upcoming items into Due Soon
Automatic movement of overdue items into At Risk
Staff permission compatibility for view, create, edit, delete, and export workflows
Currency-safe dashboard logic to avoid misleading mixed-currency totals
Renewal Stages Supported
The module supports structured renewal lifecycle tracking with the following operational stages:
Upcoming
Due Soon
At Risk
Renewed
Lost
Churned
These stages help your team quickly understand which accounts are safe, which ones need immediate follow-up, and which renewals have already been recovered or lost.