Bitrix24 renewal agent: subscription follow-up
Account managers kept exporting reports to find which renewals were due, overdue or churned.
FusionETA project example · Client identity withheld · Live deployment
The business problem
Account managers kept exporting reports to find which renewals were due, overdue or churned.
How the workflow works
- Staff DM the agent in Bitrix24 Messenger in plain language
- It queries the live renewal pipeline and replies with a tidy summary and tap-to-act buttons
- It can mark deals renewed or lost, move stages and add timeline notes — after the user confirms
Reported outcome
Outcome: renewal status on demand for the whole team, with every change logged on the deal.
This example demonstrates on-demand renewal reporting and approved deal updates. Time savings and renewal-rate improvements have not been quantified in this case.
What a similar implementation needs
A renewal pipeline with consistent dates and stages; named users allowed to approve changes.
We review access permissions, approval steps and exception handling with your team before agreeing the deployment scope.
Explore a similar workflow
Tell us which systems you use and which repetitive task you want to improve. We will assess the process and propose the next step.