CRM Contracts Management Module

Create, track, and manage contracts with ease

Managing contracts is essential for maintaining clear agreements with clients and vendors.

Hosted-crm.com’s Contracts Management module allows businesses to create, track, and manage contracts in one central platform.
By automating contract renewals and alerts, businesses can ensure that contracts are always up-to-date and in compliance.

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Creating and Customizing Contracts

Hosted-crm.com simplifies the contract creation process by offering customizable contract templates.
You can add specific terms, pricing, deadlines, and legal clauses to tailor the contract to each client or vendor.

This streamlined approach ensures that all contracts are clear, professional, and aligned with business standards.

Additionally, the system supports digital signatures, enabling clients to sign contracts electronically, saving time and eliminating the need for physical paperwork.

Digital Signatures and Client Access

The Contracts Management module enables businesses to collect digital signatures from clients, ensuring a fast and secure approval process.

Once a contract is signed, both parties receive a copy, and the document is stored securely within the CRM.

Clients can access their contracts anytime through the client portal, providing transparency and easy access to important documents.

Automated Contract Renewals

Managing contract expirations and renewals is simplified with hosted-crm.com.
Set expiration dates and automate renewal reminders, ensuring that contracts are updated before they expire.

You can also set contracts to renew automatically if needed. This automation reduces the risk of missing renewals and helps businesses maintain long-term agreements.

Contract Status Tracking

Businesses can track the status of each contract in real-time, ensuring they know which contracts are active, pending, or awaiting renewal.

This visibility helps businesses stay on top of their commitments and ensures that all contracts are managed effectively.

Status updates are logged in the CRM, allowing managers to view the history of each contract’s progress.

Reporting and Contract Analytics

Hosted-crm.com provides reporting tools that analyze the performance of contracts over time.

You can generate reports on contract values, durations, and renewal rates, providing insights into client relationships and contract performance.

These reports help businesses make informed decisions about contract negotiations, client retention strategies, and potential upsell opportunities.