Renewal forecasting
Know which accounts will renew, before the quarter ends.
Vantly joins your CRM, billing and product usage into one forecast, so your team can spot risk early and act while there's still time.
How it works · 01
Connect your tools in about 15 minutes.
How it works · 02
Every account gets a renewal score.
How it works · 03
Your team gets a short list each morning.
Forecasts
Watch the forecast track what actually renews.
Sign in to your CRM, billing and product analytics. Vantly only reads, and the history syncs while you wait.
Usage, payments and contract dates are scored together, so each account gets a likelihood and the reasons behind it.
The few accounts that need someone today, why, and the next step to take. Nothing else.
Bars show renewals booked each month. The line is what Vantly forecast four weeks earlier.
Q4 renewal forecastConnect your toolsAccount scoresMorning listForecast vs booked renewals
Updated 7:00 amExample data
Sources
CRM214 accounts
Billing1,980 invoices
Usage48K events
CRM
Billing
Usage
Joined into one forecast every morning
Sources · read-only
S
SalesforceCRM · accounts, contacts, renewal dates
Connecting…$
StripeBilling · invoices and payment history
Connecting…◆
SegmentProduct usage · weekly active users
Connecting…2 years of historySyncing…
Sources
Salesforce✓
Stripe✓
Segment✓
Synced 7:00 am
Forecast to renew
$4.82M▲ 6.1%
ForecastLikely range
Last 6 months
94%forecast accuracy (example)
11 daysearlier warning on at-risk accounts (example)
$1.2M$0.9M$0.6M$0.3M$0
MayJunJulAugSepOctNovDec
BookedStill openVantly forecast
Needs attention · 3
Harbour Logistics$184KUsage down 32% in 30 days
Pinecrest Health$96KChampion left the company
Atlas Robotics+$62KExpansion likely, 3 new teams
Accounts
Scores appear once sources sync
Renewal likelihood · 214 accounts
Atlas Robotics0%
Pinecrest Health0%
Harbour Logistics0%
Sent to your team · Slack and email
3 accounts need you todayTue 7:00 am
Harbour Logistics · $184KUsage down 32%. Renewal in 41 days.
Pinecrest Health · $96KNew contact needed after champion left.
Atlas Robotics · +$62KThree new teams. Good time to expand.
Q4 renewal forecastConnect your toolsAccount scoresMorning listForecast vs booked renewals
Updated 7:00 amExample data
Sources
CRM214 accounts
Billing1,980 invoices
Usage48K events
CRM
Billing
Usage
Joined into one forecast every morning
Sources · read-only
S
SalesforceCRM · accounts, contacts, renewal dates
Connecting…$
StripeBilling · invoices and payment history
Connecting…◆
SegmentProduct usage · weekly active users
Connecting…2 years of historySyncing…
Sources
Salesforce✓
Stripe✓
Segment✓
Synced 7:00 am
Forecast to renew
$4.82M▲ 6.1%
ForecastLikely range
Last 6 months
94%forecast accuracy (example)
11 daysearlier warning on at-risk accounts (example)
$1.2M$0.9M$0.6M$0.3M$0
MayJunJulAugSepOctNovDec
BookedStill openVantly forecast
Needs attention · 3
Harbour Logistics$184KUsage down 32% in 30 days
Pinecrest Health$96KChampion left the company
Atlas Robotics+$62KExpansion likely, 3 new teams
Accounts
Scores appear once sources sync
Renewal likelihood · 214 accounts
Atlas Robotics0%
Pinecrest Health0%
Harbour Logistics0%
Sent to your team · Slack and email
3 accounts need you todayTue 7:00 am
Harbour Logistics · $184KUsage down 32%. Renewal in 41 days.
Pinecrest Health · $96KNew contact needed after champion left.
Atlas Robotics · +$62KThree new teams. Good time to expand.
How it works · 01
Connect your tools in about 15 minutes.
Sign in to your CRM, billing and product analytics. Vantly only reads, and the history syncs while you wait.
Q4 renewal forecastConnect your toolsAccount scoresMorning listForecast vs booked renewals
SyncingExample data
Sources
CRM214 accounts
Billing1,980 invoices
Usage48K events
CRM
Billing
Usage
Joined into one forecast every morning
Sources · read-only
S
SalesforceCRM · accounts, contacts, renewal dates
Connecting…$
StripeBilling · invoices and payment history
Connecting…◆
SegmentProduct usage · weekly active users
Connecting…2 years of historySyncing…
Sources
Salesforce✓
Stripe✓
Segment✓
Synced 7:00 am
Forecast to renew
$4.82M▲ 6.1%
ForecastLikely range
Last 6 months
94%forecast accuracy (example)
11 daysearlier warning on at-risk accounts (example)
$1.2M$0.9M$0.6M$0.3M$0
MayJunJulAugSepOctNovDec
BookedStill openVantly forecast
Needs attention · 3
Harbour Logistics$184KUsage down 32% in 30 days
Pinecrest Health$96KChampion left the company
Atlas Robotics+$62KExpansion likely, 3 new teams
Accounts
Scores appear once sources sync
Renewal likelihood · 214 accounts
Atlas Robotics0%
Pinecrest Health0%
Harbour Logistics0%
Sent to your team · Slack and email
3 accounts need you todayTue 7:00 am
Harbour Logistics · $184KUsage down 32%. Renewal in 41 days.
Pinecrest Health · $96KNew contact needed after champion left.
Atlas Robotics · +$62KThree new teams. Good time to expand.
How it works · 02
Every account gets a renewal score.
Usage, payments and contract dates are scored together, so each account gets a likelihood and the reasons behind it.
Q4 renewal forecastConnect your toolsAccount scoresMorning listForecast vs booked renewals
Updated 7:00 amExample data
Sources
CRM214 accounts
Billing1,980 invoices
Usage48K events
CRM
Billing
Usage
Joined into one forecast every morning
Sources · read-only
S
SalesforceCRM · accounts, contacts, renewal dates
Connecting…$
StripeBilling · invoices and payment history
Connecting…◆
SegmentProduct usage · weekly active users
Connecting…2 years of historySyncing…
Sources
Salesforce✓
Stripe✓
Segment✓
Synced 7:00 am
Forecast to renew
$4.82M▲ 6.1%
ForecastLikely range
Last 6 months
94%forecast accuracy (example)
11 daysearlier warning on at-risk accounts (example)
$1.2M$0.9M$0.6M$0.3M$0
MayJunJulAugSepOctNovDec
BookedStill openVantly forecast
Needs attention · 3
Harbour Logistics$184KUsage down 32% in 30 days
Pinecrest Health$96KChampion left the company
Atlas Robotics+$62KExpansion likely, 3 new teams
Accounts
Scores appear once sources sync
Renewal likelihood · 214 accounts
Atlas Robotics0%
Pinecrest Health0%
Harbour Logistics0%
Sent to your team · Slack and email
3 accounts need you todayTue 7:00 am
Harbour Logistics · $184KUsage down 32%. Renewal in 41 days.
Pinecrest Health · $96KNew contact needed after champion left.
Atlas Robotics · +$62KThree new teams. Good time to expand.
How it works · 03
Your team gets a short list each morning.
The few accounts that need someone today, why, and the next step to take. Nothing else.
Q4 renewal forecastConnect your toolsAccount scoresMorning listForecast vs booked renewals
Updated 7:00 amExample data
Sources
CRM214 accounts
Billing1,980 invoices
Usage48K events
CRM
Billing
Usage
Joined into one forecast every morning
Sources · read-only
S
SalesforceCRM · accounts, contacts, renewal dates
Connecting…$
StripeBilling · invoices and payment history
Connecting…◆
SegmentProduct usage · weekly active users
Connecting…2 years of historySyncing…
Sources
Salesforce✓
Stripe✓
Segment✓
Synced 7:00 am
Forecast to renew
$4.82M▲ 6.1%
ForecastLikely range
Last 6 months
94%forecast accuracy (example)
11 daysearlier warning on at-risk accounts (example)
$1.2M$0.9M$0.6M$0.3M$0
MayJunJulAugSepOctNovDec
BookedStill openVantly forecast
Needs attention · 3
Harbour Logistics$184KUsage down 32% in 30 days
Pinecrest Health$96KChampion left the company
Atlas Robotics+$62KExpansion likely, 3 new teams
Accounts
Scores appear once sources sync
Renewal likelihood · 214 accounts
Atlas Robotics0%
Pinecrest Health0%
Harbour Logistics0%
Sent to your team · Slack and email
3 accounts need you todayTue 7:00 am
Harbour Logistics · $184KUsage down 32%. Renewal in 41 days.
Pinecrest Health · $96KNew contact needed after champion left.
Atlas Robotics · +$62KThree new teams. Good time to expand.
Forecasts
Watch the forecast track what actually renews.
Bars show renewals booked each month. The line is what Vantly forecast four weeks earlier.
Q4 renewal forecastConnect your toolsAccount scoresMorning listForecast vs booked renewals
Updated 7:00 amExample data
Sources
CRM214 accounts
Billing1,980 invoices
Usage48K events
CRM
Billing
Usage
Joined into one forecast every morning
Sources · read-only
S
SalesforceCRM · accounts, contacts, renewal dates
Connecting…$
StripeBilling · invoices and payment history
Connecting…◆
SegmentProduct usage · weekly active users
Connecting…2 years of historySyncing…
Sources
Salesforce✓
Stripe✓
Segment✓
Synced 7:00 am
Forecast to renew
$4.82M▲ 6.1%
ForecastLikely range
Last 6 months
94%forecast accuracy (example)
11 daysearlier warning on at-risk accounts (example)
$1.2M$0.9M$0.6M$0.3M$0
MayJunJulAugSepOctNovDec
BookedStill openVantly forecast
Needs attention · 3
Harbour Logistics$184KUsage down 32% in 30 days
Pinecrest Health$96KChampion left the company
Atlas Robotics+$62KExpansion likely, 3 new teams
Accounts
Scores appear once sources sync
Renewal likelihood · 214 accounts
Atlas Robotics0%
Pinecrest Health0%
Harbour Logistics0%
Sent to your team · Slack and email
3 accounts need you todayTue 7:00 am
Harbour Logistics · $184KUsage down 32%. Renewal in 41 days.
Pinecrest Health · $96KNew contact needed after champion left.
Atlas Robotics · +$62KThree new teams. Good time to expand.
Security
Safe to connect on day one.
Revenue data is sensitive. This is the access screen your admin sees, and it never changes behind your back.
Read-only scopes. Vantly never writes to your CRM or billing.
Single sign-on, and roles so reps only see their own accounts.
Disconnect a source and its data is deleted within 30 days.
Workspace accessRead-only
Source scopes
SalesforceAccounts · readOpportunities · readContacts · readWrite access Off
StripeInvoices · readSubscriptions · readWrite access Off
SegmentWeekly active users · readWrite access Off
Data region
CanadaUS EastEU
Sign-in
SSO Okta, SAML enforced
Encryption In transit and at rest
Audit log
Forecast refreshed for 214 accountsSystem
Salesforce read 214 accounts, wrote 0Sync
Maya C. viewed Harbour LogisticsView
J. Ortiz set to Rep, own accounts onlyRole
Pricing
Simple plans that pay for themselves.
Starter
For teams forecasting their first few hundred renewals.
$390/ month
Billed monthly, cancel any time
- Up to 250 accounts
- CRM and billing sources
- Daily forecast
- Email morning list
GrowthMost popular
For revenue teams that want early warnings on every account.
$890/ month
Billed monthly, cancel any time
- Up to 1,500 accounts
- Usage data and custom sources
- Risk reasons on every account
- Slack morning list
- SSO and roles
Scale
For larger books with custom models and support.
Custom
Talk to us about volume
- Unlimited accounts
- Custom scoring model
- Regional hosting
- Named success manager
Example pricing for a sample brand. All plans include a 14-day trial.
Book a demo
See your own renewal forecast in a 20-minute demo.
- Bring a CSV export or connect a sandbox
- See which of your accounts are at risk
- No slides, just your data
Sample concept. Nothing you type here is sent anywhere.