Renewal Desk Contractor retention platform
Onboarding Imports Support
Built for trade follow-up teams

Renew memberships and recover unsold estimates from one queue.

Import CSV or XLSX reports, assign ownership, track every touch, and separate active follow-up from closed outcomes.

Team workflow
CSV/XLSX imports Membership renewals Unsold estimate follow-up Referral tracking
2 queue types
CSV and XLSX
Team workspace model
Sign in Open your workspaces Use your email and password. Renewal Desk will load the company workspaces tied to your account.

Support center Onboarding videos Contact

Hosted on SOC 2 Type 2 and ISO 27001 certified infrastructure. TLS encrypted sessions protect your workspace.

Subscription required

Start your Renewal Desk workspace.

Activate this company workspace with secure checkout to unlock the queue, imports, and reporting.

Workspace Renewal Desk paid workspace
Workspace subscription
  • CSV/XLSX imports for membership and inside-sales lists
  • Shared team queue with touch history and closed outcomes
  • Referral, review, payout, and rep-performance tracking
Have a Renewal Desk promo code? Enter it at checkout under "Add promotion code."
Renewal Desk Service contract queue
Workspace No workspace
DU
User Workspace
Team invite Invite someone to this workspace

Create a workspace invite link. Team access can be enabled when this company is ready.

Add contact Add one customer to this workspace

Add a single customer when you do not need a full spreadsheet import. Phone and email can be added now or edited later from the customer profile.

Settings Workspace settings

Keep company identity, workspace URL, and support details clean so the team always lands in the right account.

Company switcher Use this when a rep works across multiple company books.
General information Visible to users in this company workspace.
Workspace rules These keep records tied to the correct company.
  • Name should be the real company or branch name.
  • URL must be short, lowercase, and unique.
  • Domain helps identify support requests and team invites.

Danger zone These actions are destructive. Confirm carefully.
Archive this workspace The workspace becomes read-only. Records remain available for 30 days, then are permanently deleted.
Import profile Choose the list type before importing a report.
Files and exports Imports and downloads stay tied to this workspace.
Team access Owners and managers can bring reps into this same customer book.
How payout setup works Set this before the team starts closing records. Each closed outcome can earn a percentage, a flat bonus, or both.
  1. Choose the pay period Controls the date range shown in My commissions and Team commissions.
  2. Set rates and bonuses Rate % applies to closed value. Bonuses are flat dollar amounts tied to specific outcomes.
  3. Review team payouts Reps see their own earnings. Managers can review the rollup before payout.
Pay period Set when commission periods open and close. Closed outcomes accrue inside each period.
Pay period cadence
Rates by role Percentage of closed value, plus flat bonuses for each outcome. Owners can override specific users under Team.
Role Rate % Renewal bonus Sale bonus Referral bonus

Example: a $1,000 sale at 5% plus a $25 bonus creates a $75 payout. Use zero if a role earns rate-only.

Subscription Manage the billing portal for this company workspace.
Help and diagnostics Use this when onboarding, troubleshooting imports, or reporting a bug.
Support center Onboarding videos
Current account Your login opens every workspace connected to this email.
Import Import your data

We will auto-detect the file type and walk you through the rest.

1 Source 2 Upload 3 Map 4 Review

Which platform exported the file? Pick the source so we can match the right columns.

Drop your file below, or click to browse. Stays on your device — never sent through email.

We could not auto-detect this file. Match each of your columns to a Renewal Desk field below, or hit Back to pick a different source.

First five records

Commissions My commissions

Track what you have earned in the current pay period.

Current pay period — Loading…
Earned this period $0.00 0 closed records
Spiffs this period $0.00 Rate not loaded
No commissions earned yet this pay period.

Close a renewal or referral and your spiffs and percentage will show up here.

Period — Loading…
Team earned $0.00 0 closed records
Pending review 0 Records waiting on a manager decision
No team activity yet in this pay period.

Once reps close renewals or referrals their commissions will roll up here.

Need to change payout rules? Open commission settings to edit pay periods, role rates, and flat bonuses.