Revenue CRM for SaaS resellers

CRM for
SaaS resellers.

Contracts in a spreadsheet, renewal months in someone’s memory, margin in a separate sheet. This edition puts contracts, renewals, and recurring revenue in one place, and starts moving 90 days before each renewal.

See the demo Start free

Contracts, renewals, and margin together
Renewals tracked from 90 days out
Starts set up for reselling

The subscriptions screen: MRR, ARR, active contracts, churn rate, and LTV, with a contract list showing margin per plan. — Contracts: MRR, ARR, LTV, and margin per plan

The question is not “how much did we sell this month.”
It is “will it still be here next month.”

So the center is the contract. A deal ends when it is won; a reseller’s revenue starts there. Whether the contract is live, when it renews, and what margin it carries sit on the same screen as the deal.

New deployments and extra seats or licenses run in the same pipeline. When most revenue comes from existing customers, there is no reason to track them apart.

When you carry several products, margin rates differ. Each contract holds its rate, so you can sort by what you keep, not by revenue.

The problem

Is what happens after the sale locked in contracts and spreadsheets?

Renewal dates surface too late

They live only in contracts and spreadsheets, so the renewal conversation starts a month out, with no time left to negotiate.

Churn signals go unseen

Low usage, fewer questions, a new contact on their side. You notice once the cancellation notice arrives.

No place to count recurring revenue

How much is stacked up now, and which products carry the thicker margin, gets recounted every month.

The screens

Everything you open daily, organized around the contract.

Screenshots show the Japanese interface. The product switches to English, Japanese, or Traditional Chinese in one click.

The subscriptions screen: MRR, ARR, active contracts, churn rate, and LTV cards above a contract list with plan, margin rate, customer, status, amount, and MRR.

Contracts and recurring revenue

Margin per plan, active and churned contracts, MRR, ARR, and LTV on one screen. No rebuilding the spreadsheet at month end.

Renewal and churn watch

Early warning on renewal dates, falling health, churn signals, and upsell candidates. Turned on as a set.

The deal kanban with new-deployment and seat-expansion deals across approach, hearing, proposal, and quote stages.

New and add-on in one place

New deployments and extra seats or licenses in the same pipeline, with amounts and counts by stage.

Renewal engine

Take renewal prep out of people’s memory.

When you create this edition, the renewal automations are already on. Renewal date tracking, the 90-day approach, renewal deals, and churn signal detection run as a nightly job.

Automations create tasks, notifications, and drafts. Nothing is sent to a customer on its own; the owner reviews it first.

On by default

Renewal dateTrack contract renewal dates and send reminders
90 days outStart the renewal approach 90 days before the date
RiskFlag customers unlikely to renew
Renewal dealCreate the renewal deal when the time comes
Churn signalDetect signs of churn

Ask in plain language,
get the answer back.

You do not have to build a report to find something out. Ask it the way you would say it, and it searches contract and deal data.

Contracts renewing soon, products with thin margins, customers whose activity has dropped. All checked on the spot.

What the AI drafts stays a draft. Nothing reaches a customer until the owner has checked and confirmed it.

Which contracts renew this month?
Break down our MRR
Which customers are at churn risk?
Which contracts have low margin?

Permissions

Keep people out of customers that are not theirs.

For contacts, companies, and deals, choose what each role can see: everything, the team, or only their own. Export rights are set separately, so viewing and taking the customer list out can be separated. An example setup:

Owner: Every customer, contract, billing, and permissions
Admin: Day-to-day operations and permissions
Manager: View and edit customers, deals, and contracts for their team
Sales rep: Only their own customers and deals

Actions are logged, so you can trace who changed what, and when.

30 days free

Try the product first.

An email address opens a demo workspace with sample data. No password to set. This edition starts with contracts, renewals, and recurring revenue already set up. Every plan comes with a 30-day free trial, no card required.