Can I track part payments?

Yes. A sale keeps two figures, received and outstanding, and you add to the received side as money comes in until nothing is outstanding.

How does the renewal date get set?

From the package. A monthly package sets the renewal a month from the sale, a yearly one a year later, and a package of your own uses the length you give it.

Does a renewal reminder work like a follow-up reminder?

Yes. It rings on the phone before the renewal date with the client's name and package, and you can call, WhatsApp or reschedule from the ring.

Can I see this month's collections?

Yes. The Clients tab shows collected and due totals for today, this week, this month and this year.

Can a manager see every caller's sales?

Yes. The web dashboard lists clients, payments and renewals across the team.

client renewal tracker · Clients and renewals

Renewals are missed because nobody wrote down when the package ends.With Telecalling Software, every sale carries its package, its balance and its renewal date, and the reminder rings before it lapses.

Mark a lead as won in Telecalling Software and record the sale: the product, the package, how much was paid and how much is still due. The Clients tab totals collected and pending money for today, this week, this month and this year, and shows who expires today or in the next seven days. A renewal reminder rings before the package ends.

Client renewal tracker
Payment due tracker
Paid vs due
Renewal reminders
Products and packages
Payment due tracker app

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Paying clients and renewals in Telecalling Software

What is a client renewal tracker?

Telecalling Software includes a client renewal tracker. Mark a lead as won, record the product, the package, the amount paid and the amount due, and the renewal date is set from the package length. The Clients tab totals collected and pending money for today, this week, this month and this year, and a reminder rings before each renewal.

01 · At a glanceclient renewal tracker · facts checked September 2026

Paying clients and renewals in Telecalling Software, at a glance

client renewal tracker: key facts
Fact	Telecalling Software
A client record holds	Package or policy, amount, paid, balance, start and renewal date
Renewal reminder	Rings on the caller's phone before the date, with the client on screen
Payment reminder	A WhatsApp template with the amount and due date filled in
Reports	Collected, due and renewals this month, per caller and per package
Where it starts	Marking a lead as won moves it to clients with the sale details
Runs on	Android 8 or newer and the web dashboard; included in the one plan

02 · What you get

A sale in one tapLead becomes client with the product, package, amount paid and amount due, without leaving the record.
Your catalogueKeep products and packages once and attach them to sales; add a new one on the spot.
Money at a glanceCollected and due for today, week, month and year, plus expiring-today and next-7-days filters.
Renewals that ringA reminder before every renewal date, so repeat revenue does not quietly stop.

03 · How it worksThree moments

Record the sale
Product, package, paid, due. From the lead record.
See the Clients tab
Totals and filters for what is coming up.
Renewal rings
Before the package ends, with the client's history a tap away.

04 · Who uses itThree teams

Who uses a client renewal tracker, and for what?

An insurance agencysees every policy renewing in the next 30 days and who is calling it.
A gym or coaching centretracks membership and batch fees with the balance due, and rings the member before it lapses.
A software resellerkeeps annual subscriptions as packages, so a renewal call happens a fortnight before expiry.

05 · LimitsRead before you buy

What the paying clients and renewals does not do

It tracks what is owed and when; it does not collect payments or issue GST invoices.
It is not accounting software and does not sync to Tally or a bank feed.
Reminders ring on the phone of the caller who owns the client.

06 · Also in clients and renewals5 more

Products you sellA product list kept once and attached to leads and sales. Add a new one mid-call.
Packages you sellMonthly, yearly or your own length, attached to each sale and setting the renewal date.
Paid and due on every saleHow much came in and how much is pending, totalled for you on the Clients tab.
Revenue today, week, month, yearSales at a glance, with filters for who expires today and in the next seven days.
Renewal remindersA ring before a client's package ends, so repeat business does not lapse unnoticed.

07 · Questions

Asked before you buy.

Can I track part payments?: Yes. A sale keeps two figures, received and outstanding, and you add to the received side as money comes in until nothing is outstanding.
How does the renewal date get set?: From the package. A monthly package sets the renewal a month from the sale, a yearly one a year later, and a package of your own uses the length you give it.
Does a renewal reminder work like a follow-up reminder?: Yes. It rings on the phone before the renewal date with the client's name and package, and you can call, WhatsApp or reschedule from the ring.
Can I see this month's collections?: Yes. The Clients tab shows collected and due totals for today, this week, this month and this year.
Can a manager see every caller's sales?: Yes. The web dashboard lists clients, payments and renewals across the team.

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Updated on 3 September 2026 · Facts checked September 2026