100% Salesforce Native Renewals management
Predictable recurring revenue starts with a smarter renewals lifecycle engine
Hi, I'm Ron!
Let me share with you a live production demo!
Managing your renewals lifecycle shouldn’t be a struggle, nor manual in this day and age. Is your team chasing down contracts, reworking quotes manually, or relying on disconnected systems? Then you’re leaving revenue (and client relationships) at risk.
SAASTEPS offers an automated Renewals Lifecycle Management solution to keep every renewal on track, and 100% inside Salesforce. No more bolt-ons. No more blind spots. Just renewal workflows that work.
Why companies are moving to SAASTEPS for renewals
Native-to-Salesforce
Automate your renewals process in the same platform your teams already use.
Visibility into every account
Know exactly which clients are up for renewal, who’s responsible, and what the forecast looks like.
Subscriptions, billing, invoicing alignment
Ensure your customers contractual pricebook aligns with their agreement, co-term, uplift, amend, and sync seamlessly with billing and invoicing without any integrations.
Automated renewals workflows
Our customers say, "it just works." Automatically apply triggers, reminders, alerts, and auto-quote, auto-invoice, auto-bill, and auto-renew, for timely and consistent renewals.
What SAASTEPS delivers for renewal-focused teams
No-Code Renewal Rules + Triggers
Automate time-based renewals, usage thresholds, and workflow escalations based on customer or contract conditions.
Customer + Sales Aligned
Enable Customer Success and Sales teams to collaborate all in a single view to manage upcoming renewals, expansions, or at-risk accounts.
Fully Composable + Scalable
Start with core renewals automation and expand into amendments, billing, collections, and reporting when you're ready.
Real-Time Reporting + Forecasting
Track renewal pipeline, churn risk, and revenue retention from a centralized dashboard with Global open APIs to leverage existing External Forecasting and Reporting tools.
For SaaS, subscription, and service models: This is the renewals engine you've been waiting for
SAASTEPS is built for businesses that live and die by recurring revenue. Whether you're replacing Salesforce's legacy CPQ, untangling custom Salesforce workflows, or just starting to scale, our solution brings simplicity to what’s often the most chaotic part of post-sale operations.
Ready to bring renewals lifecycle under control?
Schedule a demo to see how SAASTEPS helps you close more renewals effortlessly.