Autessa CRM topic

Clients and partners

After the close: clients, contracts, renewals and cash, plus the partners who help you win. Autessa CRM tracks clients from contracts and delivery, contracts with billing, renewals and milestones, an AI contract reader, and partner and distributor pipelines.

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Read contract · Ridgeway-MSA-signed.pdfSample

StartsJan 1, 2027“…commencing January 1, 2027…”

Term36 months“…for a period of thirty-six (36) months…”

Renewal notice90 days“…written notice no less than ninety (90) days…”

Per invoicetype itMoney is always typed by a person.

Why it matters

What is clients and partners in Autessa CRM?

Selling does not end at Closed Won. Autessa CRM knows who your clients are from their contracts and delivery deals, keeps billing, POs, funding and renewal notice on each contract, works out the invoice and cash schedule, reads signed contracts with AI, and gives partners and distributors their own pipelines.

At a glance

Clients derived from contracts and delivery
Renewals, POs and milestones
AI contract reader with sources
Partner and distributor pipelines
Partners on client deals

Features

Everything in clients and partners

Clients and contracts

Clients worked out from active contracts and delivery deals, and contracts with billing, POs, renewals, milestones and a derived invoice and cash schedule.

AI contract reader

Upload a signed contract and AI fills the contract record, each field shown beside its quoted source, with money and billing frequency left for a person to type.

Partners and distributors

Partner and Distributor pages, types and pipelines, and partners named on client deals with their role: referred, co-selling, implementing, reselling or influencer.

Quick answers

Questions about clients and partners

Does Autessa CRM manage contracts?

Yes. Contracts with status, billing, POs, funding, renewal notice and milestones, plus a calculated invoice and cash schedule.

Can AI read my contracts into the CRM?

Yes. Upload a signed PDF and each field appears beside its quoted source for you to approve.

Does Autessa CRM do partner relationship management?

Yes, for partners and distributors: their own pages, types and pipelines, and partners named on client deals with their role.

Next topic: Lead capture →

See Autessa CRM with your own pipeline

Autessa CRM is AI CRM software for B2B sales teams: one Today list of what to do next, contacts and companies, a gated sales pipeline with forecasting, email logged from your own Gmail or Outlook, nurturing, campaigns and events, contracts, and Jarvis, an AI assistant that proposes and never acts without you. AI Lead Capture turns site visitors into qualified leads.

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100% customizable, code and all

Make Autessa CRM fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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