No renewal should ever be a surprise.
Renewals fail quietly: a date nobody tracked, a risk nobody worked, a forecast living in a spreadsheet. Velsano turns contract data into a live renewal pipeline your team works months ahead of the date.
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Why this keeps going wrong
- The pipeline is a spreadsheet — Renewal dates live in contracts, and the forecast is rebuilt by hand every month — stale the day it's saved.
- Risk arrives with the renewal — Health and renewals live in different tools, so at-risk accounts hit the renewal window unworked.
- Forecasts are wishful — Without health and engagement signals behind them, renewal forecasts default to optimism.
How Velsano solves it
Every capability below is in the core product, on every plan — not a separate module or add-on SKU.
- Auto-generated renewal pipeline — Velsano creates renewal opportunities from contract end dates automatically — every renewal has an owner, a stage, and a dollar value from day one.
- Health-aware forecasting — The forecast rolls up by stage with health context, so a "committed" renewal on a red account reads as the risk it actually is.
- Renewal AI agent — An agent reviews upcoming renewals, drafts the outreach, and flags the ones that need a save play — approved by your team from the Agent Inbox.
- Upcoming & overdue digests — Owners and managers get digests of renewals entering the window or going overdue — nothing slips because nobody looked.
- Outcome ledger & NRR — Closed renewals seal to a revenue ledger, so retention math (GRR/NRR) is computed from real outcomes, not estimates.
Live in three steps — self-serve
- Import contracts — Bring contracts in via CSV or CRM sync; ARR and renewal dates roll up to each account automatically.
- Let the pipeline build itself — Renewal opportunities generate from contract end dates, assigned to the account owner with sensible stage defaults.
- Work the window — Digests, AI flags, and health-ranked priorities keep the team on the renewals where action changes the outcome.
Frequently asked questions
- How does the renewal pipeline get created?
- Automatically: Velsano generates a renewal opportunity from each active contract's end date, with the owner, stage, and value attached. No manual pipeline building.
- Can Velsano forecast renewals?
- Yes — forecasts roll up by stage with health context, and closed outcomes seal to a revenue ledger so GRR and NRR are computed from what actually happened.
- Will anyone be warned before a renewal slips?
- Yes — upcoming and overdue renewal digests go to owners and managers, and the renewal AI agent flags at-risk renewals with proposed next steps.