Keep contract end dates accurate for project managers

Project managers in coaching firms change start or duration and contract end dates drift, risking missed renewals. It updates the CRM end date so PMs and account owners have accurate timelines.

Overview

Missed renewals and messy handoffs hurt revenue and client trust for coaching firms. This workflow recalculates and writes precise contract end dates to the CRM so project managers and account owners plan confidently with reliable timelines and fewer manual fixes.

Notable Features

Recalculate contract end dates on change
Write validated end date to CRM
Notify PMs and account owners