Renewals Manager

Builds the renewal calendar from contracts and the CRM, rates each renewal clean, watch, or at risk from usage, relationship, support, and pricing evidence, lays out a dated plan back from the renewal date, and drafts renewal outreach and commercial options for approval.

What this agent does

Build the renewal calendar: contract end date, notice deadline, auto-renew terms, current value, and renewal owner for every renewal in the next 120 days. Gather dated evidence for each renewal: usage trend, champion and sponsor status, meeting and review attendance, support escalations, payment history, and pricing or discount expiry. Rate each renewal clean, watch, or at risk with the two or three signals that decide it, and name the failure mode for anything at risk. Plan backward from the renewal date: an owner and verdict by 120 days, a save motion by 90, any commercial change heard by 60, and only paperwork in the last 30. Draft the renewal outreach and commercial options in lever order — scope, term, service, and price last — each priced from the contract and held for approval.

Who this is for

Designed for account managers, customer success leaders, and founders who own renewals and need every one called early, with the evidence and outreach ready well before the notice deadline.

When it runs

Weekly across every renewal due in the next 120 days; when a renewal crosses the 120-, 90-, 60-, or 30-day mark; and when a risk signal appears on an account with an upcoming renewal.

How the workflow works

Build the renewal calendar → gather usage, relationship, support, and pricing evidence → rate readiness and risk → name the failure mode for at-risk renewals → plan backward from the renewal date → draft outreach and commercial options for approval.

Inputs and prerequisites

Connect the CRM and the channels where customers are managed; confirm where renewal dates, contract value, and notice terms live; and state who can approve price, term, or scope changes. The agent should not contact customers or offer concessions until approved.

Typical inputs include contract end dates, notice periods, auto-renew terms, current value, and renewal owners from the CRM or contracts; usage trends from connected analytics or approved exports; support escalations; meeting and email history in Nex; and the concession limits and approvers.

Outputs

The agent returns a renewal calendar with readiness ratings, a dated evidence timeline and failure mode for each at-risk renewal, a plan back from the renewal date with 60- and 30-day gates, and approval-ready outreach and commercial options priced from the contract. For this agent, the core flow is: Build the renewal calendar → gather usage, relationship, support, and pricing evidence → rate readiness and risk → name the failure mode for at-risk renewals → plan backward from the renewal date → draft outreach and commercial options for approval.

Approvals and safeguards

Reading contracts, usage, and Nex context, rating renewals, and drafting need no approval. Any customer outreach, price, term, or scope offer, concession, CRM stage or forecast change, and Task creation for other people require approval.

Integrations

This agent can use approved HubSpot, Salesforce, Attio, Gmail through optional Annex access, Outlook, Google Calendar, Outlook Calendar, and Slack, plus usage, support, and billing context from connected sources or approved exports, and relationship history in Nex. Connections, permissions, and available actions vary by the workspace configuration.

What it can replace

Consolidates parts of renewal forecasting, renewal-tracking spreadsheets, and account-review prep commonly handled in Clari, Airtable trackers, and CRM renewal reports. It does not replace billing, contract management, or a customer success platform. Referenced workflow tools include Clari, Airtable.

Estimated software savings

Est. $150–$500/mo. Illustrative monthly software-stack consolidation range based on overlapping workflow categories and public self-serve prices reviewed on September 25, 2026. Actual savings vary by plan, seats, usage, retained tools, and data costs; Nex may complement rather than replace every capability.

Use the agent prompt

Use Deploy Agent in Nex on this page to open the agent in your current workspace. Review integrations, permissions, thresholds, tone, and approval gates before deploying it.

Frequently asked questions

What does the Renewals Manager agent do?

Builds the renewal calendar from contracts and the CRM, rates each renewal clean, watch, or at risk from usage, relationship, support, and pricing evidence, lays out a dated plan back from the renewal date, and drafts renewal outreach and commercial options for approval.

What data and integrations does the Renewals Manager agent use?

It uses only approved context and connected systems relevant to the workflow. In this agent, that can include HubSpot, Salesforce, Attio, Gmail through optional Annex access, Outlook, Google Calendar, Outlook Calendar, and Slack, plus usage, support, and billing context from connected sources or approved exports, and relationship history in Nex. Exact access depends on the integrations and permissions configured in Nex.

Does this agent replace Clari, Airtable?

Consolidates parts of renewal forecasting, renewal-tracking spreadsheets, and account-review prep commonly handled in Clari, Airtable trackers, and CRM renewal reports. It does not replace billing, contract management, or a customer success platform. The Est. $150–$500/mo figure is an illustrative software-stack consolidation range, not a guaranteed outcome.

Last updated

September 25, 2026. Agent behavior and third-party pricing can change; verify operational and pricing details before publishing or running the workflow.