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Automated Customer Renewals

Are you searching for ways to improve customer retention levels and reduce operational costs?

Codeless Platforms' Automated Customer Renewals solution is a powerful add-on for your existing CRM or membership management solution that enables you to automate the costly activities that are critical to improve customer retention processes.

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Automated Customer Renewals Scenarios and Benefits

Common automated customer retention processes implemented by our customers include:

  • Automate the creation and distribution of personalised email communications that are unique to customer/subscriber data
  • Automatic creation, printing and distribution of personalised direct mail via a mail fulfilment house
  • The automatic creation and distribution of call centre call lists based on business rules
  • Automated business alerts when valuable customers approach the end of their contract/subscription period
  • Automatic creation and distribution of welcome packs or related product/services upsell communications
  • Automated creation and distribution of internal sales, financial and management reports

Common benefits achieved through customer renewal automation include:

  • Reduced attrition and costs
  • Eradicate time consuming administration from the renewal process
  • Improved financial performance
  • Increased employee productivity
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Automated Customer Renewals Brochure

Automated Customer Renewals Brochure

Discover how automating member renewal processes improves retention levels, reduces costs and facilitates personalisation.

Automated Customer Renewals

Connectors Price

BPA Platform

Standard Product Base Server

Starts from:


Configuration day(s) required subject to requirement.

Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.

The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.

It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.

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