Re-keyed line items
Rebuilding one renewal deal by hand means re-keying every line item, recalculating uplifts, and resetting dates.
HubSpot Solutions Partner Renewal Builder for HubSpot
HubSpot renewal management, built around your deals
Manage HubSpot renewals without rebuilding every deal.
Renewal Builder auto-creates review-ready renewal deals from closed-won data—carrying forward renewal dates, recurring line items, companies, contacts, custom properties, and account ownership.
Assisted installation today. No automation is activated without your review.
Renewal Command Center Live
At Risk
$1.2M
Expansion
$840K
Due 30d
37
Northwind Energy
Renews in 18 days
Atlas Manufacturing
New business unit
Vertex Utilities
Notice due in 6 days
Cedar SaaS
No owner assigned
Illustrative. Your live HubSpot data, surfaced the moment it matters.
Built for Energy, MSP, Manufacturing, Construction, and SaaS teams managing hundreds to thousands of renewals a year.
Works with 
NetSuite 
NetSuite We architect robust, bi-directional data pipelines between HubSpot and your core ERP, billing, and contract systems.
What our clients see
Less rework. More room to grow.
A renewal calendar and completed deal cards
Select a result to explore its story.
1 of 4
Representative outcomes from recent HubSpot renewal engagements across Energy, Manufacturing, and SaaS. Your results depend on your data and process.
How Renewal Builder works
Your renewal rules, carried forward.
Renewal Builder works inside your existing HubSpot CRM and the renewal pipeline you choose. Your team decides what carries forward, previews the new deal, and moves from manual creation to automation when ready.
-
Your rules, configured
With an authorized HubSpot admin, connect the app and choose the pipeline, renewal timing, fields, and naming rules for one recipe.
-
A renewal you can review
Check the dates, line items, companies, contacts, and ownership on a sample renewal before creating it. Nothing is activated silently.
-
Automation at your pace
Begin with manual creation from a deal record. Add scheduled or event-based automation only when your renewal recipe is ready.
What does it connect to?
Your HubSpot portal, using the access approved during installation.
What does it use?
A source deal plus your chosen pipeline, timing, field, and naming rules.
What does it produce?
A renewal deal in HubSpot, ready for your team to review and manage.
Who stays in control?
Your team. Preview first, begin manually, and automate only when ready.
Can we keep our existing HubSpot workflows?
Yes. HubSpot already provides workflows and, in Revenue Hub, contract and renewal quote capabilities. Keep what works. Use Renewal Builder for the deal-creation and data-carryover steps that still do not match your operating model. Start with a reviewed recipe and enable automation when ready.
What if we need implementation support?
Add implementation support when your pipelines, data, reporting, or cross-system handoffs need work beyond the app. A typical engagement follows these stages:
- Discovery & Audit (Week 1 to 2). We map your workflows, data, and business rules, then show you exactly where renewal revenue is leaking today.
- Quick Wins Go Live (Week 3 to 4). The high-impact fixes ship first. Tracked renewals, alerts, and clean pipelines that show results inside the first month.
- Strategic Roadmap (Month 2 onward). We build toward the full renewal and expansion engine, with training and docs so your team owns everything we build.
Book a free 30-minute renewal review
We will confirm fit and map the safest first recipe before requesting HubSpot access.
Need more detail first? See the HubSpot renewal automation workflow or compare HubSpot renewal apps.
Why Renewals Break At Scale
Renewals outgrow manual work.
One renewal is easy. Thousands of renewals expose every exception in your business.
Multi-year contracts. Product bundles. Pricing escalations. Notice periods. Every company has its own renewal rules.
Missed escalation clauses
Escalation clauses that never make it into the renewal are pure margin left unbilled, quarter after quarter.
Accounts without owners
Accounts nobody owns don't get renewed in time. That is revenue lost to churn, quietly.
Too much sales admin
Sales reps spend precious selling time on data entry, rebuilding deals, and chasing down renewal details.
Last-minute escalations
Renewal risks surface too late, turning preventable work into urgent escalation.
Workflows that break
DIY automation looks fine, until renewal loops, exceptions, or contract changes cause it to fail without warning.
Forecasts that drift
Forecasts that go out of sync even as you present them because deal data is outdated and no one has a clear picture of upcoming renewals, expansion opportunities, and contract changes.
Rules outside the system
Every rep follows different rules for discounts, escalations, approvals, or notice periods because the rules that matter never made it into the system.
Key Insight
The challenge isn't creating a renewal. It's making thousands of revenue decisions consistently.
Every product. Every contract. Every customer. Every time.
The Math
What manual renewal really costs
~ 14%
Companies that automate their renewals capture roughly 14% more of their renewal revenue than those using spreadsheets.
When maintenance, hardware, and service agreements are managed manually, missed dates and quote errors directly drain your recurring revenue.
Source: TSIA Industry Benchmark
Multiply by every renewal, every year, and it adds up to months of ops time and tons of lost revenue: revenue that is already yours, quietly slipping.
Your Revenue Intelligence Layer
Automate renewal deal creation using your rules.
Choose the rules that matter, preview what carries forward, and create consistent renewal deals without rebuilding the same record by hand.
-
Step 1
Closed Won
- A customer deal closes in HubSpot
- The right contract context is captured from day one
-
Step 2
Renewal Created
- The next renewal deal creates itself
- The right line items and timing carry forward
-
Step 3
Rules Applied
- Escalations, approvals, and notice periods run consistently
- Customer-specific renewal rules are applied automatically
-
Step 4
Risks & Growth Surfaced
- At-risk and ownerless accounts are visible before the window closes
- Expansion candidates surface while there is time to act
-
Step 5
Confident Forecast
- Renewal and expansion revenue are separated
- ARR, NRR, and GRR dashboards support a forecast you can trust
-
Step 6
Renews Flawlessly
Year After YearEvery deal flows into renewal, expansion, and forecast—automatically.
Keep your HubSpot workflows. Add what is missing.
Keep what works. Fix the renewal gaps.
HubSpot already provides workflows and, in Revenue Hub, contract and renewal quote capabilities. Renewal Builder is for the deal-creation and data-carryover steps that still do not match your team's operating model.
Renewal Builder complements what already works. Use it where you need:
- Repeatable renewal-deal creation using your chosen pipeline and timing rules
- Configured line items, associations, and ownership carried into the new deal
- A reviewed recipe that can start manually before automation is enabled
Implementation support when the app is not the whole solution
Self Serve or Personalized Setup. Your choice
1
Week 1 to 2
Discovery & Audit
We map your workflows, data, and business rules, then show you exactly where renewal revenue is leaking today.
2
Week 3 to 4
Quick Wins Go Live
The high-impact fixes ship first. Tracked renewals, alerts, and clean pipelines that show results inside the first month.
3
Month 2 onward
Strategic Roadmap
We build toward the full renewal and expansion engine, with training and docs so your team owns everything we build.
Proof From Revenue Teams
Our Customers love us. So will you.
We start with your process, data, and business rules, then automate what's ready. Here is what that produced.
Use the previous and next buttons, or the left and right arrow keys, to read each testimonial.
Siva quickly grasped our complex workflows and immediately began identifying optimization opportunities. What sets him apart is how he functions as a true extension of our team, handling both technical implementation and strategic guidance.
Samantha Ross
Postgrad
Sharmi helped our team do the foundational work that launched our ABM strategy. She took unstructured goals and, by applying her customer-focused insight and technical know-how, turned them into specific solutions that optimized our entire enrichment project in HubSpot.
Shreyas Mecheri
Jirav
Showing testimonial 1 of 2: Samantha Ross, Postgrad
Case Study Energy & Utilities 80+ employees HubSpot Enterprise
Before
- Inside sales, equipment, and multi-fuel divisions in separate pipelines with no cross-visibility
- Multi-line renewals handled manually and error-prone
- Slow, inconsistent custom quoting
What We Did
- Unified pipelines across every division
- Automated multi-line renewal workflows that read usage data to recommend plans
- Quote templates that cut creation effort dramatically
Results
- Renewal accuracy up 98%
- Quote creation time down 90%
- Team shifted from admin to growth
Choose the level of help you need
Get the Blueprint—or a Working Renewal Operation
Start with a Renewal Alignment Call. We’ll check whether you need a HubSpot Renewal Operations Audit, then you can take the blueprint to your team or have us implement and validate it.
Audit
Renewal Operations Audit
Get the evidence and build-ready blueprint your team needs to fix renewals with confidence.
You receive
- Validated renewal process map
- Renewal gaps and automation plan
- HubSpot field blueprint
- Upcoming-renewal validation set
Keep the blueprint and implement it internally, with another partner, or with us.
Start with the AuditAudit + Implementation
Audit + Renewal Builder Implementation
Get the blueprint, then have us configure, validate, and launch the renewal operation with your team.
You receive
- Everything in the Renewal Operations Audit
- HubSpot workflows, data model, reports, and controls configured
- Agreed data cleanup and backfill
- Output tested against real upcoming renewals
- UAT, training, documentation, and launch support
We do not stop at configuration: output is tested against the expected renewal set before launch.
Discuss Audit + ImplementationStart with a product alignment call
Confirm whether Renewal Builder fits your HubSpot process
In 30 minutes, we map your current renewal-deal flow, confirm what should carry forward, and identify a safe first recipe. No HubSpot access is needed for the call.
Book a free 30-minute renewal reviewNo fee. No HubSpot access required. The paid audit begins only after scope and terms are agreed.
Questions, Answered
HubSpot renewal management questions, answered.
What is Renewal Builder? +
Renewal Builder is a HubSpot app for creating consistent renewal deals from the customer deals your team already trusts. It carries forward the configured deal context and puts the new renewal into your chosen pipeline.
Does Renewal Builder replace HubSpot Revenue Hub? +
No. HubSpot Revenue Hub supports contracts, billing, and renewal quotes. Renewal Builder is for teams that need a repeatable renewal-deal workflow built around their existing HubSpot pipelines, deal records, line items, and associations.
Will the app change my source deal? +
The renewal flow creates a separate deal. During setup, your team previews what will carry forward before enabling a recipe, so the intended changes are visible first.
Can we start without automation? +
Yes. You can begin by creating renewals manually from HubSpot deal records. Scheduling and event-based automation can be added after the renewal recipe has been reviewed.
How is Renewal Builder installed today? +
Installation is currently assisted. Book a free 30-minute renewal review and we will confirm fit, required HubSpot access, and the safest first renewal recipe before connecting the app.
Can SWOTBee help with the wider renewal process? +
Yes. Implementation and advisory support are available when your pipelines, data, reporting, or cross-system handoffs need work beyond the app. The app remains the product; services support the rollout.
What if we already built our own renewal workflows? +
Keep them. Renewal Builder can start with one reviewed recipe and support the parts that still require repetitive deal creation or data carryover. We will identify overlap before recommending any change.
Start with a product alignment call
Map your first Renewal Builder recipe in 30 minutes
Confirm fit, choose the source deal and destination pipeline, and leave with a clear assisted-installation next step.
Book a free 30-minute renewal reviewNo fee. No HubSpot access required. The paid audit begins only after scope and terms are agreed.