For MSPs Drowning In Agreement Renewals
Client Agreements That Renew On Time, With The Uplift Applied
Renewal opportunities created on schedule with current seat and device counts, uplifts applied automatically, co-terms visible per client, and recurring revenue your finance person finally trusts. Inside HubSpot, alongside your PSA.
Your PSA runs service delivery. This runs the renewal and expansion motion your PSA was never built for.
5 questions. 1 page by email. No call.
30 minutes. No prep, no obligation.
For MSPs on HubSpot Pro or Enterprise. Works alongside ConnectWise, Autotask, and whatever else runs your shop.
Sound Familiar?
The renewal process breaks the same way at almost every MSP we talk to.
Agreements renew at last year's seat counts
Client seats and devices changed all year, but the renewal quote is a copy of last year's agreement. The true-up never happens, and the delta is margin you already earned.
Uplifts slip on auto-renew
The agreement allows an annual increase. Applying it means someone re-quoting every line by hand, so quietly, it does not happen.
Co-termed agreements, un-co-termed chaos
Hardware, licenses, and services all renew on different dates for the same client. Nobody sees the whole account picture at renewal time.
MRR reporting that finance does not trust
Renewal, expansion, and new business blur together in the pipeline, so recurring-revenue reporting is a month-end spreadsheet exercise.
Keep The PSA. We Handle The Renewal Motion.
"But Our PSA Already Tracks Contracts"
It does, for billing and delivery. But as one MSP put it about their PSA-synced license tooling: it "has only taken 20% of the admin away from having to deal with renewal." The other 80% is the sales side: building the renewal quote with this year's counts, applying the uplift the agreement allows, spotting the expansion before the date, and forecasting recurring revenue across all clients.
That work happens in your CRM, or in somebody's spreadsheet. We automate it in HubSpot: agreement dates drive renewal deals, line items true-up, uplift math runs itself, and the PSA keeps doing what it is good at. You own everything we build.
1-page estimate by email. No call needed.
How We Work
Discovery & Audit (Week 1-2)
We map your agreements, renewal dates, uplift terms, and where revenue leaks today, across HubSpot and the PSA. This builds on the free 30-minute renewal review call; you are not paying to be reviewed twice.
Quick Wins Live (Week 3-4)
Tracked renewal dates, a renewal pipeline, and alerts ship first, so nothing expires unnoticed while we build.
Full Engine (Month 2+)
Automated renewal deals with true-ups and uplifts, co-term views per client, and NRR/GRR dashboards, with docs so your team owns it.
~50%
lift in renewal accuracy
90%
less quote-creation effort
2 wks
to first results
These numbers come from recurring-contract HubSpot engagements in Energy, Manufacturing, and SaaS. We will not invent an MSP stat for this page.
No long-term contracts, ever. Your results depend on your data and process.
In Research Mode? The Renewal Guides
How the pieces work under the hood: uplifts, co-terms, pipelines, and reporting. Free, no email required.
- Co-terming renewals in HubSpot: proration and mid-term changes →
- Renewal quotes and price increases: applying the uplift →
- Building a renewal pipeline in HubSpot: the complete guide →
- Renewal reminders and alerts in HubSpot, step by step →
- Automating renewal deal creation with workflows →
- NRR/GRR dashboards and recurring-revenue reporting →
Frequently Asked Questions
What is MSP contract renewal software?
Software that tracks every client agreement's renewal date, creates the renewal opportunity automatically with current seat and device counts, applies contractual price increases, and reports recurring revenue. For MSPs running HubSpot as the sales CRM, we build that renewal automation natively in your HubSpot portal rather than selling you another standalone tool.
Our PSA (ConnectWise/Autotask) already manages contracts. Why would we need this?
Keep the PSA; it is the system of record for tickets, billing, and service delivery. What MSPs tell us, verbatim, is that PSA-side tooling "has only taken 20% of the admin away from having to deal with renewal." The other 80% is sales-side: the renewal opportunity with updated counts and uplifted pricing, the expansion conversation before the date, and pipeline-level recurring-revenue forecasting. That lives in your CRM, and that is the layer we automate.
What are the key features to look for?
Four things: renewal opportunities created automatically from agreement dates (not from someone remembering), line items carried over with seat/device true-ups and uplifts applied, co-term visibility across each client's agreements, and NRR/GRR reporting native in the CRM. If a tool only sends reminder emails, it is a calendar, not renewal software.
How does this handle month-to-month vs annual agreements?
Both. Annual and multi-year agreements get scheduled renewal deals with uplift math; month-to-month books get tracked as recurring revenue with expansion flags, so the move-to-annual conversation happens deliberately instead of never.
We are not on HubSpot. Is this still relevant?
This particular build is for MSPs running HubSpot Professional or Enterprise as their sales CRM alongside the PSA. If sales lives entirely in your PSA, we are honestly not the right fit.
What does it cost?
Scoped after a free 30-minute renewal review of your agreement renewal flow. Fixed-scope build, clear handover, no long-term contracts, and you own everything we build in your portal. If you want a sense of the money at stake before any call, start with the free 1-page leakage estimate instead: 5 questions, answered by email.
How Much Is Renewal Admin Costing Your MSP?
Get the 1-page leakage estimate (no call needed), or book a free 30-minute renewal review of your agreement renewal flow. Findings are yours to keep either way.
No long-term contracts. We earn your trust month by month.