Renewals and upsells run in their own pipeline, with their own stages, probabilities and reporting. Because keeping a customer is a different job from winning one.
Renewals close at higher rates and shorter cycles than new business, and they are lost for entirely different reasons. Running them separately protects the accuracy of both forecasts and gives you the metrics a recurring revenue business actually needs.
Win a deal with recurring deliverables and the renewal opens in your Growth pipeline, linked to the client, carrying the line items at their current values and dated to the engagement end.
A Move to contact the client is created ahead of every renewal date, timed by the notice period you set. The conversation happens before the term runs out, not after.
Raise an upsell from the Growth board or straight from a client record, built from the same catalogue as any other deal.
Renewals carry their own loss reasons covering service issues, budget cuts, competitor switches and departed contacts. Retention analysis your new-business reasons cannot give you.
We connect deeply to the one tool every sales team actually lives in, and we give you a webhook to connect the rest yourself.
We kept the pricing the way we kept the product: simple, and honest about what you get.
No tiers to compare, no seat minimum, no feature waiting behind an upgrade prompt. One price per user, everything included, and nothing about your setup needs to change as you grow. Less time working out how to buy a CRM. More time selling.
Free 14-day trial. No card required.
Per user, per month. Billed monthly.
Per user, per month. Billed annually.
As a small operation, this CRM has been a lifesaver in managing deals and client sales. It has really exceeded my expectations.
Darrell Steward
Very happy our team went with Pragma, it's the B2B CRM we'd been looking for. No clutter, no busy interfaces we don't need, just the essentials. It's made it easy for our sales team to stay organized and on top of things.
Sarah Johnson
Pragma is a clean and intuitive CRM platform that helps keep the sales team organised. Onboarding was a breeze. Whenever we hit a roadblock, support was incredibly quick to respond and help us resolve it.
Michael Chen
Really simple CRM that covers all our needs. It made a lot of sense for us to move from Hubspot, both from a price and an ease of use perspective. If you want a great CRM and a team that actually has your back when issues arise, go with Pragma!
Emma Rodriguez
We recently onboarded to Pipedrive as a 3 person team, and we've loved the assistance and willingness from Fabio. He helped us get up and running quickly and has provided useful insights to help us overcome challenges our sales team had with our previous CRM.
David Kim