Each one's way of doing it, and the point where it stops.
Predictive intelligence scores how likely each customer is to churn, and web-to-case forms bring customer problems into the CRM; follow-up reminders and tasks already run on Free. Where it stops: Churn scoring, customer journeys and portals need Professional; Free caps at 3 users.
Prebuilt automations send review requests, referral requests, satisfaction surveys, birthday campaigns and post-purchase follow-up on their own, and a finished client can enter a long nurture sequence. Where it stops: No churn prediction or health scoring; contacts who stop opening or clicking become non-marketable after six months.
Tickets live in the same CRM as contacts and deals, so a complaint shows next to the renewal; Professional adds deal-based workflows and the Customer Agent for chat conversations. Where it stops: Conversational bots are limited on Free and Starter; Free covers up to 2 users.
A chat widget and chatbot with handover to a human catch problems on the Free plan, and workflows send date-driven renewal reminders. Where it stops: Conditional reminders and a separate renewals pipeline need Pro.
A renewals pipeline with dates and reminders can be built from the generic pipeline and task list, next to the calls and emails on each lead. Where it stops: Close is a sales tool, not a post-sale one; Solo and Essentials have no workflows for automated renewal reminders.
Renewals go in a separate pipeline as deals with a known date, and subscription reports track retainers as recurring revenue. Where it stops: Renewals are tracked as deals, and forecasts are about deals; subscription reports need Growth.
Every verdict rests on the data in our product reports, never on a fee. How we score →