Customer lifecycle
Know what was sold, what is active and what should renew next.
QTCFolio turns the closed deal into an operational customer portfolio—then creates the context needed to start renewal work months before expiration.
Customer portfolio
ActiveDemo08 Enterprise 01
Subscriptions4
Assets18
Documents27
Renewal window118d
Renewal opportunity preparedOPP-4059 · $346,500Owner and commercial history carried forward
Proactive retention
Start the renewal with the complete story.
- Maintain subscriptions and lifecycle dates
- Track the installed asset portfolio
- Keep customer documents organized
- Surface amendments and prior terms
- Prepare renewal opportunities before expiration
- Give executives clear portfolio visibility
See QTCFolio in action
Protect recurring revenue with an earlier, better-informed renewal.
Walk through a realistic deal from product configuration and pricing to renewal—with every department working from the same commercial record.