Crystal CRM
Feature — Renewals & Alerts

Never let a contract expire unnoticed.

Proactive alerts to your team and your clients — so renewals happen before contracts lapse, not after.

Preview · Alert center with expiry warnings

The Problem

Missed renewals cost more than the contract

An expired AMC that nobody caught in time doesn't just lose that renewal — it means an uncovered breakdown, an unhappy client, and a harder conversation than the one you could have had a month earlier.

Crystal CRM starts the renewal conversation before it becomes urgent.

Capability 01

Multi-Stage Alerts

Get warned well ahead of expiry — not just on the day it happens.

  • Alerts triggered at 30, 15, and 7 days before expiry
  • Severity escalates as the deadline approaches
  • Configurable thresholds to match your business
  • Applies to both products and service contracts
Preview · Alert severity progression — info to critical

Capability 02

Automatic Client Communication

Clients are notified automatically as their contract nears expiry — no agent has to remember to send that email.

  • Automated email notification to the client contact
  • Sent at each alert threshold
  • Professionally branded with your agency details
  • Reduces the awkward "why didn't you tell us" conversation
Preview · Alert center with expiry warnings

Capability 03

One Dashboard for Every Alert

Every alert — renewals, SLA warnings, unassigned tickets, follow-ups — lives in one place your team checks daily.

  • Centralized alert center with filters by type and severity
  • SLA breach warnings before deadlines are missed
  • Unassigned ticket alerts to your admin
  • Lead follow-up reminders to the responsible agent
Preview · Alert center full view

Capability 04

Fully Configurable

Every business is different — set your own thresholds and rules.

  • Adjust alert timing to match your renewal cycle
  • Toggle client email notifications on or off
  • Set SLA breach warning windows
  • Configure auto-close timing for resolved tickets
Preview · Alert center with expiry warnings

Works Seamlessly With

Part of one connected platform

Turn every renewal into a conversation you start — not one you're forced into.