Clients and partners · Autessa CRM
Clients and contracts
Autessa CRM tracks clients and contracts after the close. A company is a client while it has an active contract or a deal in delivery, grouped Live, Implementation and Under contract. Contracts hold billing frequency, POs, funding, renewal notice and payment milestones, and the invoice schedule and expected cash dates are worked out from them.
The problem
Renewals sneak up on everyone
Contract end dates, notice periods and PO limits sit in PDFs. Autessa CRM keeps them on the contract, surfaces the next deadline for every client, and alerts you before renewal and decision dates.
What you get
- Clients columns: phase, in delivery, ARR, went live, next deadline, runway, last contact, contract, delivery owner.
- Contract status: Draft, Out for signature, Active, Expired, Terminated, Superseded.
- Billing: monthly, quarterly, annual or one-time, in advance or arrears, payment terms, PO number, amount and expiry.
- Funded through and invoiced through for funding horizons.
- Auto-renews, renewal notice days and renewal history.
- Milestones: pending, achieved, invoiced, waived.
- Invoice schedule and expected cash dates are calculated, never stored.
How it works
How does clients and contracts work in Autessa CRM?
- 1
Close the deal
Contract stage needs the contract record.
- 2
Fill the contract
By hand or with the AI contract reader.
- 3
Deliver
Implementation, then Maintenance.
- 4
Renew
Alerts before notice and decision dates.
Every option
Contract fields
| Option | What it does |
|---|---|
| Identity | Name, number, status, signed, starts, ends, term. |
| Money | Per invoice, one-time, currency. |
| Billing | Frequency, start, advance or arrears, payment terms. |
| Purchase order | PO number, amount, expiry. |
| Funding | Funded through, invoiced through. |
| Renewal | Auto-renews, notice days, history. |
| Milestones | Pending, achieved, invoiced, waived. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
FAQ
Questions about clients and contracts
Does Autessa CRM manage contracts?
Yes. Contracts with status, billing, POs, funding, renewal notice and milestones, plus a calculated invoice and cash schedule.
How does it work with invoicing?
It works out when invoices and cash are expected from each contract, ready for your accounting system to bill.
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