RD Renewal Desk Contractor retention portal
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.

Launch workflow
CSV/XLSX imports Membership renewals Inside sales follow-up Referral tracking
2 queue types
CSV and XLSX
Team workspace model
Create account Create your workspace Start with CSV/XLSX imports, invite your team, and keep every follow-up tied to the right company workspace.

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RD Renewal Desk Service contract queue
Workspace No workspace
DU
User Workspace
Data
Support center Onboarding videos
Team invite Invite someone to this workspace

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