Renewal Tracker

Visualize upcoming renewals, risk factors, and expansion opportunities in one view. Never miss a renewal or leave money on the table again.

For Customer Success Managers CS Team Leaders Account Managers Revenue Operations
Sample prompt to Joy's Assistant

Show me every renewal coming up in the next [60] days with contract value, renewal date, risk level, and expansion signals, and flag the riskiest accounts.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Show me every renewal coming up in the next 60 days with contract value, renewal date, risk level, and expansion signals, and flag the riskiest accounts.

Here's the 60-day renewal board Visual Intelligence assembled from your CRM, billing, and product-usage data, with risk scored from each account's actual behavior.

12
Renewals in 60 days
▲ 3 vs prior window
$1.2M
ARR up for renewal
across 12 accounts
$310K
At-risk ARR
3 high-risk accounts
+$210K
Expansion potential
5 accounts signalling
RiskAccountsARR
High3$310K
Medium4$420K
Low5$470K
AccountARRRenewsRiskExpansion
Acme Corp$180KDec 15HighNone
Global Systems$240KJan 8Medium+$45K
TechStart Inc$95KDec 22Low+$30K
DataFlow$65KJan 15LowNone

Two accounts carry most of the risk. Acme Corp ($180K, renews Dec 15) is the one to move on first. Usage is down 40% over the last 30 days and their champion left in November. Global Systems ($240K, Jan 8) is a save-and-expand play instead: engagement is steady and they have added seats, signalling +$45K of upside if the renewal is worked early.

Want me to build the save play for Acme Corp: the outreach sequence and the usage data to bring to the call?

From scattered data to renewal clarity

Renewal Tracker connects to your CRM, billing, and product usage data to give you a complete view of upcoming renewals. See risk factors, expansion signals, and the right action for each account, all in one place.

  1. Connect your data sources

    Link your CRM, billing system, and product analytics to JoySuite. Renewal dates, contract values, and usage data sync automatically.

  2. JoySuite calculates risk and opportunity

    The assistant analyzes usage trends, support history, engagement patterns, and health scores to calculate renewal risk and identify expansion opportunities.

  3. See your renewal pipeline

    View upcoming renewals with risk indicators, expansion potential, and recommended actions. Filter by CSM, segment, or time period.

  4. Get proactive alerts

    Automatic notifications when accounts need attention: 90 days out for strategic accounts, sooner for at-risk accounts. Never be caught off guard.

  5. Make it one click for your team

    Save this ask as a custom command on your team's assistant. Start from a relevant assistant template and customize it with your own content. From then on, anyone on the team can run it in a single click.

Make it yours

Risk Scoring

Intelligent risk calculation from usage, engagement, and support data. Know who needs attention first.

Expansion Signals

Identify accounts hitting limits, adding users, or showing buying signals. Capture upsell opportunities proactively.

Smart Alerts

Customizable notifications based on renewal date, risk level, and account value. Never miss a critical renewal.

Forecasting

Accurate renewal and expansion forecasts for leadership. Track progress toward retention targets.

Enterprise Focus

Long lead times, multi-threaded stakeholder tracking, and executive engagement signals for strategic accounts.

High-Volume SMB

Automated risk scoring at scale with playbook recommendations. Handle hundreds of renewals efficiently.

Expansion-First

Prioritize expansion signals and upsell readiness. Perfect for land-and-expand motions.

Frequently Asked Questions

How does AI help track customer renewals?

JoySuite connects to your CRM, billing, and product usage data to give you a unified view of upcoming renewals with risk scores, expansion signals, and recommended actions for each account.

How does renewal risk scoring work?

The AI analyzes usage trends, support history, engagement patterns, and health scores to calculate renewal risk. High-risk accounts are flagged with specific reasons like usage decline or champion departure.

Can I track expansion opportunities alongside renewals?

Yes. Renewal Tracker surfaces expansion signals (accounts hitting limits, adding users, or showing buying signals) so you can proactively offer upsells during renewal conversations.

When do I get notified about upcoming renewals?

Customizable alerts notify you based on renewal date, risk level, and account value. Strategic accounts get 90-day alerts; at-risk accounts get earlier notifications.

Does this work for high-volume SMB renewals?

Yes. The High-Volume SMB variation provides automated risk scoring at scale with playbook recommendations, so you can handle hundreds of renewals efficiently.

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