Perfex CRM Renewal Manager – Track Contracts, Subscriptions & Revenue Recovery

Perfex CRM Renewal Manager – Track Contracts, Subscriptions, Services, Invoices & Revenue Recovery

Renewal & Revenue Recovery Manager for Perfex CRM is a professional renewal tracking, customer notification, invoice creation, and revenue recovery module built for businesses that want to stop losing recurring revenue because of missed follow-ups, forgotten contract expiry dates, manual spreadsheets, and poor renewal visibility.

This Perfex CRM module helps you manage contract renewals, subscription renewals, AMC renewals, service agreement renewals, hosting renewals, software license renewals, maintenance renewals, policy renewals, support package renewals, customer service renewals, recurring invoices, and recurring customer revenue directly inside your CRM.

Instead of depending on scattered notes, Excel sheets, calendar reminders, or manual staff follow-ups, your team gets a dedicated renewal management dashboard inside Perfex CRM with renewal stages, owner assignment, follow-up dates, revenue amount tracking, service/item selection, customer notifications, email templates, customer portal visibility, invoice creation, renewal duration, Renew Now action, at-risk monitoring, automation support, and CSV reporting.

Live Demo

Explore the module using the live demo details below.

YouTube Demo:
https://youtu.be/U-Sv_UVMbGA

Demo URL:
https://perfex.rblxdrip.com/admin/authentication

Username: test@gmail.com
Password: test

What’s New in the Latest Version

The latest update improves invoice handling, admin usability, payment mode handling, manual reminder sending, and email template output for renewal records.

• Perfex Payment Modes: invoices created from renewals can now load active Perfex payment methods.
• Payment Mode Selection: admins can select allowed payment modes when creating an invoice from a renewal.
• Linked Invoice Summary: renewal edit screen now shows the linked invoice for easier admin access.
• Admin Invoice Access: admins can open linked invoices directly from the renewal dashboard or edit screen.
• Manual Reminder Email: admins can send a renewal reminder manually without waiting for cron.
• Manual Email Modal: choose before-renewal or after-renewal template, recipient mode, custom recipient, and CC.
• Notification Logs: manual reminder emails are logged for better visibility and troubleshooting.
• Services Email Table: the dynamic services table now uses Subtotal for line values and a final Total row for clearer customer communication.
• Upgrade-Safe: fresh installs and existing upgrades are supported through module migrations.

Major Features Added Recently

• Perfex Items/Services Support: select services/items from the Perfex CRM items table and attach them to renewal records.
• Customer Portal Renewals: clients can view their renewal records from the customer portal.
• View / Pay Invoice: clients can open and pay invoices already generated by admin/system.
• Admin Invoice Creation: create invoices directly from renewal records.
• Invoice Amount Source: create invoices from Renewal Amount, Services / Items Total, or Retention / Save Offer Amount.
• Flexible Customer Reminder Schedule: configure multiple reminder days before and after the renewal date.
• Tag-Style Reminder Builder: manage reminder days with preset buttons, custom day input, removable tags, and clear option.
• Separate Email Templates: create different email messages for before-renewal reminders and after-renewal follow-ups.
• CC Email Option: send a copy of reminder emails to an internal admin or team email address.
• Dynamic Email Fields: use renewal, customer, service, amount, date, CRM URL, and email signature placeholders.
• Renewal Duration: select renewal cycles such as 1 month, 3 months, 6 months, 1 year, 2 years, or custom duration.
• Renew Now Action: create the next renewal cycle automatically from an existing renewal record.
• Service Amount Recalculation: amount updates correctly when service quantity changes or services are added/removed.
• Perfex Date Format Compatibility: renewal dates are displayed according to the Perfex CRM installation date format.
• Cron-Based Notification Processing: reminder emails are processed through the Perfex cron workflow.
• Duplicate Notification Prevention: the same reminder is not repeatedly sent for the same renewal, contact, and reminder offset.

Stop Losing Revenue from Missed Renewals

Many businesses lose repeat revenue not because the customer says no, but because the renewal was not followed up at the right time. This module gives your sales, support, account management, and customer success teams a simple way to track every renewal before it becomes overdue.

With clear renewal stages such as Upcoming, Due Soon, At Risk, Renewed, Lost, and Churned, your team can instantly see which customers need attention and which revenue needs to be protected.

Who Should Use This Perfex CRM Module?

• IT support companies managing AMC and service contracts
• Web agencies managing hosting, maintenance, care plans, retainers, and domain renewals
• Web hosting companies managing domain, hosting, SSL, server, and software license renewals
• Software agencies managing recurring support plans and retainers
• SaaS resellers and subscription-based businesses
• Maintenance companies managing annual service agreements
• Insurance, policy, and membership renewal teams
• Customer success teams tracking retention and churn risk
• Any Perfex CRM business that manages recurring customer revenue

Without This Module vs With This Module

Here is how your renewal workflow improves after installing Renewal & Revenue Recovery Manager for Perfex CRM.

Without Renewal Manager

• Renewals are tracked manually in spreadsheets
• Staff may forget important customer follow-ups
• There is no clear view of revenue at risk
• Renewal status is difficult to monitor
• Services being renewed are not clearly visible in the renewal record
• Customers are not automatically reminded before and after renewal dates
• Manual reminder emails are hard to standardize
• Renewal cycles must be created manually again and again
• Invoices must be created separately without a structured renewal link
• Managers depend on manual updates from staff
• Overdue renewals are often discovered too late

With Renewal & Revenue Recovery Manager

• Renewals are managed directly inside Perfex CRM
• Each renewal has an owner and next follow-up date
• Dashboard highlights at-risk renewals and open pipeline
• Services/items can be selected from the Perfex items table
• Customer reminder emails can be scheduled before and after renewal dates
• Before-renewal and after-renewal email templates can be managed separately
• Admins can send manual reminder emails when needed
• CC email support helps internal teams confirm reminder emails
• Renewal duration helps generate next renewal cycles faster
• Renew Now action creates the next renewal record automatically
• Admin can create and access linked invoices from renewal records
• Clients can view renewal-related invoices and pay through the native Perfex invoice page
• Stage-based workflow shows Upcoming, Due Soon, At Risk, Renewed, Lost, and Churned
• CSV export and dashboard KPIs make reporting easier
• Automation can move renewals into Due Soon and At Risk stages

Key Business Benefits

• Recover more recurring revenue by tracking renewals before they expire
• Reduce customer churn risk with structured follow-up planning
• Improve team accountability by assigning each renewal to a staff owner
• Increase visibility with dashboard KPIs for open, upcoming, at-risk, and renewed items
• Replace spreadsheets with a dedicated Perfex CRM renewal workflow
• Show services clearly by attaching Perfex items/services to renewal records
• Notify customers automatically before and after renewal dates
• Send manual reminders when a specific customer needs immediate follow-up
• Improve customer communication with separate templates and dynamic fields
• Create renewal invoices faster from the Renewal Manager workflow
• Create next renewal cycles faster using renewal duration and Renew Now action
• Save management time with filters, export, automation, invoice links, and clear renewal stages
• Improve customer retention by giving your team a proactive renewal process

Main Features

• Dedicated Renewals module inside Perfex CRM
• Central renewal dashboard with key renewal metrics
• Create, edit, view, and manage renewal records
• Auto-generated renewal numbers
• Configurable renewal number prefix, padding, and next number
• Renewal title and detailed description
• Customer assignment for each renewal
• Staff owner assignment for accountability
• Renewal date tracking
• Next follow-up date tracking
• Priority management
• Reference type and manual reference support
• Amount tracking for renewal value
• Customer currency inheritance
• Perfex base currency fallback
• Retention / Save Offer Amount support
• Churn reason capture
• Internal notes support
• Activity timeline area for renewal records
• Perfex items/services selection inside renewal records
• Renewal services/items table support
• Automatic service amount calculation
• Service amount recalculation on quantity changes
• Renewal duration dropdown
• Renew Now button for creating the next renewal cycle
• Customer portal renewal visibility
• Customer View / Pay Invoice action for invoices generated by admin/system
• Admin invoice creation from renewal records
• Invoice creation modal inside Renewal Manager
• Invoice amount source selection
• Active Perfex payment mode support for created invoices
• Linked invoice summary on renewal edit screen
• Admin View/Edit Invoice action
• Invoice duplicate protection for renewal records
• Customer notification schedule before renewal date
• Customer notification schedule after renewal date
• Tag-style reminder schedule builder
• Preset reminder day buttons
• Manual custom reminder day support
• Before-renewal email template
• After-renewal email template
• Manual reminder email action
• Manual email recipient options
• CC email option for reminder notifications
• Dynamic email fields for renewal and customer information
• Email signature dynamic field support
• Services dynamic field table with Subtotal and final Total row
• Perfex CRM date-format-aware renewal date display
• Cron-based customer reminder processing
• Duplicate reminder prevention for the same renewal/contact/reminder offset
• Notification Logs for reminder email status and debugging
• Advanced dashboard filters
• Search by renewal number, title, customer, or reference
• Filter by stage, priority, customer, owner, and renewal date range
• CSV export for reports and management review
• Settings screen for operational defaults
• Default owner configuration
• Days-before-due configuration
• Default follow-up gap configuration
• Native Perfex cron automation support
• Manual automation run button
• Automatic movement of upcoming renewals into Due Soon
• Automatic movement of overdue renewals into At Risk
• Upgrade-safe migrations for existing users
• Fresh installation support for new users
• Staff permission compatibility for view, create, edit, delete, and export workflows
• Currency-safe dashboard logic to reduce misleading mixed-currency totals

Perfex Items / Services Support

The module allows renewal records to include services/items from the Perfex CRM items table. This is especially useful for web agencies, IT companies, hosting providers, maintenance companies, and service businesses that need to show exactly what the customer is being asked to renew.

For example, a renewal can include services such as:

• Website maintenance plan
• Annual hosting package
• SSL certificate renewal
• Domain renewal
• Monthly support retainer
• Software license renewal
• Annual maintenance contract
• Managed IT support service

This makes renewal communication more transparent and helps the customer understand what service or package the renewal amount is related to.

Invoice Creation from Renewals

Admin users can create invoices directly from renewal records. The invoice is automatically linked to the renewal, so staff do not need to manually create an invoice and then return to link it with the renewal record.

• Create invoices from the renewal dashboard or renewal edit screen
• Use Renewal Amount, Services / Items Total, or Retention / Save Offer Amount as the invoice amount source
• Convert selected renewal services/items into invoice line items
• Use active Perfex payment modes on the invoice
• Open linked invoices directly from the renewal record
• Prevent duplicate invoices for the same renewal
• Clients can view/pay issued invoices through the native Perfex invoice page

Retention / Save Offer Amount

The Retention / Save Offer Amount field is used to record a possible discounted or negotiated amount offered to retain a customer. It is not automatically combined with the services total.

When creating an invoice, the admin can choose whether the invoice should use the regular renewal amount, the services/items total, or the retention/save offer amount.

Flexible Customer Reminder Schedule

Administrators can configure multiple reminder days before and after the renewal date using a clean tag-style reminder builder.

Before Renewal Date

Example selected reminder tags:

30 days, 15 days, 5 days, 1 day

This means the customer reminder email can be sent:

• 30 days before the renewal date
• 15 days before the renewal date
• 5 days before the renewal date
• 1 day before the renewal date

After Renewal Date

Example selected reminder tags:

3 days, 7 days, 10 days, 20 days

This means follow-up reminder emails can be sent:

• 3 days after the renewal date
• 7 days after the renewal date
• 10 days after the renewal date
• 20 days after the renewal date

The tag-style interface keeps the setup easy for administrators, while the module stores the schedule in a cron-compatible format in the background.

Separate Before and After Renewal Email Templates

The module includes separate email template areas for different stages of customer communication.

• Before Renewal Date Template: used for reminders sent before the renewal date.
• After Renewal Date Template: used for follow-up reminders sent after the renewal date.

This allows administrators to write different messages for upcoming renewals and overdue/follow-up reminders.

Manual Reminder Email

Admins can send a renewal reminder manually when a specific customer needs immediate follow-up. This is useful when the admin wants to send a reminder outside the configured cron schedule.

• Choose before-renewal or after-renewal email template
• Send to primary customer contact, all active contacts, or a custom email address
• Use default CC or override CC while sending
• Track the manual reminder in Notification Logs

CC Email Support

The module includes a CC email option for customer reminder emails. This allows the admin, account manager, or internal team to receive a copy of reminder emails sent by the module.

This is useful for checking whether reminders are being sent and for keeping internal staff informed about customer renewal communication.

Email Template Dynamic Fields

Dynamic fields can be used inside the email templates to personalize renewal messages with renewal, customer, service, and date information.

Example dynamic fields may include:

• {renewal_number}
• {renewal_title}
• {customer_name}
• {company}
• {renewal_date}
• {next_followup_date}
• {amount}
• {currency}
• {services}
• {crm_url}
• {email_signature}

The {services} field can generate a clean services table with service name, quantity, rate, subtotal, and a final total row for better customer communication.

Renewal Duration and Renew Now Workflow

The module supports renewal duration selection so businesses can manage recurring renewal cycles more efficiently.

Supported duration examples include:

• 1 month
• 3 months
• 6 months
• 1 year
• 2 years
• Custom duration

After a renewal is saved, users can use the Renew Now action to create the next renewal cycle automatically. The next renewal can carry forward customer, owner, amount, currency, selected services/items, and renewal details where applicable.

Customer Portal Renewal View

Clients can view their own renewal records inside the Perfex customer portal. They can see renewal details and open invoices that have already been generated by the admin or system.

• Clients can view their renewal records
• Clients can view/pay issued invoices
• Clients cannot create invoices by themselves
• Invoice payment uses the native Perfex invoice/payment page

Perfex Date Format Compatibility

Different Perfex CRM installations may use different date formats such as mm/dd/yyyy, dd/mm/yyyy, or yyyy-mm-dd. The module is designed to respect the Perfex CRM date format setting when displaying renewal dates and reminder dates.

This helps avoid confusion for international users and reduces date-format issues during renewal tracking and customer notification workflows.

Renewal Dashboard Highlights

The module includes a practical and easy-to-use renewal dashboard designed for managers, sales teams, support teams, account managers, and customer success teams.

• Total Open / Tracked Renewals overview
• Upcoming 30 Days renewal visibility
• At Risk renewal monitoring
• Renewed Value tracking
• Search bar for quick lookup
• Stage, priority, customer, owner, and date filters
• Renewal table with owner, amount, follow-up date, renewal date, stage, and actions
• Quick action buttons for Add Renewal, Run Automation, Notification Logs, Settings, and Export CSV

Supported Renewal Stages

Renewal & Revenue Recovery Manager uses a clear lifecycle-based workflow to help your team understand the status of every renewal.

• Upcoming – Renewal is scheduled for a future date
• Due Soon – Renewal needs attention soon
• At Risk – Renewal is overdue or needs urgent follow-up
• Renewed – Customer has renewed successfully
• Lost – Renewal opportunity was not recovered
• Churned – Customer has cancelled or discontinued

Simple End-to-End Workflow

1. Open the Renewals section inside Perfex CRM
2. Click Add Renewal
3. Select customer, owner, priority, stage, and reference details
4. Select the relevant Perfex items/services for the renewal
5. Choose the renewal duration if the renewal should repeat later
6. Enter renewal date and next follow-up date
7. Add amount, currency, retention/save offer amount, description, notes, or churn reason
8. Save the renewal and let the system generate the renewal number
9. Monitor all renewals from the dashboard
10. Create an invoice from the renewal if needed
11. Open linked invoices directly from the renewal record
12. Use filters to focus on upcoming, due soon, at-risk, renewed, lost, or churned records
13. Configure customer reminder schedules before and after renewal dates
14. Use separate before-renewal and after-renewal email templates with dynamic fields
15. Send manual reminder emails when needed
16. Use the Renew Now action to create the next renewal cycle when needed
17. Run automation manually or let Perfex cron process date-based stage movement and customer reminders
18. Export renewal data to CSV whenever needed

Native Perfex CRM Friendly Experience

This module is designed to work naturally inside Perfex CRM. It follows a clean admin-side workflow and gives your team a familiar experience without forcing them to use an external platform.

• Works inside the Perfex CRM admin area
• Uses Perfex-style customer and staff assignment
• Supports services/items from the Perfex items table
• Supports customer currency inheritance
• Falls back to the Perfex base currency when needed
• Uses active Perfex payment modes for renewal invoices
• Uses Perfex cron for automation and customer notification workflows
• Uses the native Perfex customer invoice/payment page
• Supports Perfex CRM date format settings
• Supports staff permissions for controlled access
• Includes migration support for safe upgrades

Common Use Cases

• Track annual maintenance contract renewals
• Manage software license renewal dates
• Track hosting, domain, SSL, and server renewal reminders
• Manage recurring support plan renewals
• Track customer subscription renewal opportunities
• Monitor policy or membership renewal pipelines
• Manage retainer renewal follow-ups for agencies
• Notify customers before renewal dates
• Follow up with customers after renewal dates
• Create invoices from renewal records
• Allow clients to view/pay issued invoices from the customer portal
• Generate the next renewal cycle using Renew Now
• Track revenue at risk before customer churn happens

Important Compatibility Notes

• This is a Perfex CRM module. Perfex CRM must already be installed.
• This is not a standalone CRM or standalone PHP script.
• The module is designed for the Perfex CRM admin area and customer portal area.
• The module uses Perfex CRM cron for automation and reminder processing.
• For customer reminders, your Perfex CRM email configuration should be correctly set up.
• For automated reminders, your main Perfex cron job should be configured correctly.
• For customer invoice payment, your Perfex payment modes should be configured correctly.
• For existing users, run Upgrade Database from Setup → Modules if Perfex shows the option after uploading an update.
• Installation documentation is included with the package.
• No core business workflow needs to be replaced; the module adds a dedicated renewal management area.

Upgrade Notes for Existing Users

This version includes upgrade-safe migration handling. It is designed for both new installations and existing users upgrading from an earlier version of the module.

• New users can install and activate the module normally.
• Existing users can upload the updated module and run the Perfex module database upgrade process.
• After uploading the update, go to Setup → Modules.
• If Perfex shows Upgrade Database next to the module, click it to apply the database changes.
• The update adds or updates database structures required for services/items, notification schedules, email templates, reminder logs, renewal duration, next-cycle renewal handling, customer portal visibility, and invoice linking.
• Existing renewal records are preserved during upgrade.

Changelog

Version 1.4.1

• Added active Perfex payment modes to invoices created from renewal records.
• Added payment mode selection inside the renewal invoice creation modal.
• Added linked invoice summary on the renewal edit screen for easier admin access.
• Added direct admin View/Edit Invoice action from renewal dashboard and renewal edit screen.
• Added manual Send Reminder Email action for individual renewal records.
• Added manual reminder email modal with before-renewal and after-renewal template selection.
• Added manual reminder recipient options: primary customer contact, all active contacts, or custom email.
• Added CC override support for manual reminder emails.
• Added manual reminder email logging in Notification Logs.
• Improved Activity Timeline entries for manual reminder email actions.
• Improved {services} dynamic email table layout.
• Changed service row amount label from Total to Subtotal inside the email services table.
• Added a separate final Total row inside the services table used in renewal email templates.
• Improved renewal email amount summary for clearer customer communication.
• Improved invoice creation usability while keeping invoices automatically linked to renewal records.
• Added upgrade-safe migration file for version 1.4.1.

Version 1.4.0

• Added customer portal renewal visibility.
• Clients can view their own renewal records from the Perfex customer portal.
• Clients can view and pay invoices already generated by admin or system.
• Clients cannot create invoices from the customer portal.
• Added admin-side Create Invoice action from renewal records.
• Added invoice creation modal inside the Renewal Manager workflow.
• Added invoice amount source selection: Renewal Amount, Services / Items Total, or Retention / Save Offer Amount.
• Renamed Save Offer Amount to Retention / Save Offer Amount for clearer meaning.
• Clarified that Retention / Save Offer Amount is not combined with service totals unless selected as invoice amount source.
• Added optional recurring invoice settings inside the invoice creation modal.
• Invoices created from renewals are automatically linked to the renewal record.
• Added invoice duplicate protection to prevent repeated invoices for the same renewal.
• Added support for converting selected services/items into invoice line items.
• Added fallback invoice line when no service/item exists and renewal amount is used.
• Fixed invoice total calculation so invoices are not created with zero total.
• Fixed issue where invoices could appear as paid because of zero total.
• Fixed invoice public URL so customer View / Pay Invoice opens the correct native Perfex public invoice page with invoice hash.
• Improved customer portal renewal page layout to better match the Perfex customer portal style.
• Fixed customer portal layout loading so header, footer, navigation, and portal styling load correctly.
• Added upgrade-safe migration file for version 1.4.0.
• Added bridge migrations to avoid migration gap issues when upgrading from older versions.

Version 1.3.2

• Added Notification Logs page inside the Renewals menu.
• Added Notification Logs button on dashboard/settings screens.
• Improved Run Automation flow to provide better visibility into reminder email processing.
• Added detailed notification log statuses such as sent, failed, and skipped.
• Added logging for customer contact detection issues.
• Added skipped logs when no reminder is due for the current day.
• Added skipped logs when no customer is assigned to the renewal.
• Added skipped logs when no active customer contacts are found.
• Added skipped logs when a contact email is missing.
• Added duplicate reminder prevention logging.
• Improved reminder email diagnostics using existing Perfex email/SMTP configuration.
• Improved failure messages when email settings, sender email, contact email, or mail library configuration cause sending failure.
• Added upgrade-safe migration file for version 1.3.2.

Version 1.3.1

• Improved customer notification schedule UI with a tag-style reminder day builder.
• Added preset reminder day buttons.
• Added manual custom day entry for reminder schedules.
• Added removable reminder tags.
• Added Clear option for reminder schedules.
• Fixed Add day, Clear, preset day, and remove tag buttons not working on some installations.
• Fixed JavaScript loading issue where reminder builder code could run before jQuery was available.
• Fixed Perfex migration class issue for version 1.3.1.
• Improved upgrade flow for existing installations.
• No database-breaking changes introduced in this hotfix.

Version 1.3.0

• Added separate email template for before-renewal reminders.
• Added separate email template for after-renewal follow-up reminders.
• Added CC email option for customer reminder emails.
• Added dynamic fields including {email_signature} and {crm_url}.
• Improved renewal reminder email sending compatibility.
• Improved reminder failure logging.
• Fixed service amount recalculation when quantity changes.
• Fixed amount recalculation when adding or removing multiple services/items.
• Added renewal duration dropdown.
• Added supported durations such as 1 month, 3 months, 6 months, 1 year, 2 years, and custom duration.
• Added Renew Now action to create the next renewal cycle automatically.
• Added logic to mark current renewal as Renewed when next cycle is created.
• Added carry-forward support for selected services/items into the next renewal cycle.
• Added upgrade-safe migration file for version 1.3.0.

Version 1.2.0

• Added Perfex CRM items/services selection for renewal records.
• Added renewal services/items table support.
• Added flexible customer notification schedule before renewal date.
• Added flexible customer notification schedule after renewal date.
• Added customer reminder email template section.
• Added dynamic email fields for renewal, customer, service, amount, and date information.
• Added Perfex CRM date-format-aware date display.
• Added cron-based customer notification processing.
• Added duplicate notification prevention for the same renewal, contact, and reminder offset.
• Added upgrade-safe migration file for existing installations.
• Improved fresh installation schema handling for new users.
• Updated documentation with services/items, reminder schedule, email template, and upgrade notes.

Version 1.1.1

• Fixed fresh installation schema initialization.
• Improved save form CSRF handling.
• Stabilized renewal number generation during save.
• Improved first-time activation reliability.

Version 1.1.0

• Added auto-generated renewal numbers.
• Added configurable renewal number prefix, padding, and next number.
• Added customer currency inheritance with Perfex base currency fallback.
• Improved dashboard totals with currency-aware handling.
• Improved renewal form workflow and reference handling.

Version 1.0.0

• Initial release.
• Added renewal dashboard.
• Added renewal create, edit, view, and list workflow.
• Added renewal stages, priority, owner assignment, customer assignment, amount tracking, and CSV export.
• Added basic automation support for Due Soon and At Risk stage movement.

Why Perfex CRM Users Will Love This Module

Perfex CRM is already a powerful CRM for managing customers, projects, invoices, tasks, support, and operations. However, many businesses still manage renewals through spreadsheets, notes, or manual reminders. This module fills that gap by adding a focused renewal and revenue recovery workflow directly inside Perfex CRM.

With a dedicated dashboard, renewal stages, owner assignment, follow-up planning, amount tracking, customer currency logic, service/item support, customer reminder schedules, separate email templates, CC email support, renewal duration, Renew Now action, customer portal renewal visibility, invoice creation, manual reminder emails, automation support, and CSV export, this module helps teams protect recurring revenue and build a more disciplined renewal process.

Frequently Asked Questions

Is this a standalone application?

No. This is a module for Perfex CRM. You need an existing Perfex CRM installation to use it.

Can I track different types of renewals?

Yes. You can use the module for contracts, subscriptions, AMC agreements, licenses, hosting renewals, maintenance agreements, policies, support packages, customer service renewals, retainers, and other recurring customer revenue.

Can I attach services or items to a renewal?

Yes. The module supports selecting services/items from the Perfex CRM items table so you can show what service or product the renewal is related to.

Can I create an invoice from a renewal?

Yes. Admin users can create invoices directly from renewal records. The invoice is automatically linked to the renewal.

Can clients create invoices from the customer portal?

No. Clients can view renewals and view/pay invoices already generated by admin or system, but they cannot create invoices by themselves.

Can clients pay renewal invoices?

Yes. Once an invoice is generated by admin/system, the client can open and pay it using the native Perfex invoice/payment page.

Can I choose which amount is used for invoice creation?

Yes. Invoice amount can be based on Renewal Amount, Services / Items Total, or Retention / Save Offer Amount.

Does the module use Perfex payment modes?

Yes. Invoices created from renewal records can use active Perfex payment modes.

Can I send customer reminder emails before renewal?

Yes. You can configure reminder days before the renewal date, for example 30, 15, 5, and 1 day before renewal.

Can I send follow-up reminders after renewal date?

Yes. You can configure reminder days after the renewal date, for example 3, 7, 10, and 20 days after renewal.

Can I send a reminder email manually?

Yes. Admins can send manual renewal reminder emails using before-renewal or after-renewal templates.

Does the module include separate email templates?

Yes. The module includes separate templates for before-renewal reminders and after-renewal follow-up reminders.

Can I CC reminder emails to an internal email address?

Yes. The module includes a CC email option so an internal admin or team address can receive a copy of renewal reminder emails.

Does the module support dynamic email fields?

Yes. The module supports dynamic fields for renewal, customer, service, amount, date, CRM URL, and email signature information.

Does the module support renewal duration?

Yes. You can select a renewal duration such as 1 month, 3 months, 6 months, 1 year, 2 years, or custom duration.

What does the Renew Now button do?

The Renew Now action creates the next renewal cycle automatically based on the selected renewal duration. It can carry forward customer, owner, amount, currency, services/items, and renewal details where applicable.

Does the module respect Perfex CRM date settings?

Yes. The module is designed to display renewal dates according to the Perfex CRM installation date format.

Can I assign renewals to staff members?

Yes. Each renewal can be assigned to an owner so your team knows who is responsible for follow-up.

Does the module support renewal stages?

Yes. The module supports Upcoming, Due Soon, At Risk, Renewed, Lost, and Churned stages.

Can I export renewal data?

Yes. The module includes CSV export support for reporting and management review.

Does it support automation?

Yes. The module supports Perfex cron-based automation and also includes a manual automation run option.

Will existing users lose old renewal records when upgrading?

No. The update includes upgrade-safe migration handling and is designed to preserve existing renewal records.

What should existing users do after uploading a new version?

Existing users should go to Setup → Modules and click Upgrade Database if Perfex shows that option next to the module.