Contract Management Software

Contract Management

There could be any number of reasons for having contracts with your customers. You might provide ongoing reactive maintenance in return for a monthly fee, or maybe you offer extended warranties as part of your sales cycle.

Whatever the nature of your customer contracts, you are sure to find everything you need to minimise the time you spend on admin. With Contract Management, you will have the ability to create routine site visits, recurring invoices, scheduled tasks and correspondence specific to each contract.

Create your own input fields

With Contract Management, create custom fields to match the data requirements you have, and choose different input formats such as numbers, single-line text, multi-line text, checkboxes, dropdown menus and date fields.

Easily create the contract types you need

Easily create different types of contracts which can be used to assign to specific contracts and contract pre-builds. You can even use the contract types to filter out information to give you a clear view of your different contracts.

Automate renewal reminders

The Contract Management module allows you to set rules for different types of contracts which control when reminders are sent, who they’re sent to, and what information these reminders should contain. Send these directly to your sales team to get them renewing contracts promptly, without the fuss.

Automatic Job Creation

With this module, you can use customer contracts to create jobs for you and your team: for instance, to complete site visits for planned preventative maintenance, or to remind you to complete system back-ups.

You can also specify job frequencies for different items within the same contract: if some items need servicing once a year but others need servicing twice, the system is able to run different rules for each item. This saves you the need to reschedule the same jobs over and over, and gives you more time to focus on the things that matter—like making sales!

Contract Management