Contract Management
Every client contract, renewal date, and term in one place.
In the Professional plan, from $499/mo, priced by the clients you manage.
Modero Contract Management is a contract repository for telecom advisors, agents, and brokers. It captures the terms that matter on every client agreement, start, end, rate, auto-renewal, notice window, and alerts you before renewals sneak past. Renewals are where accounts are won and lost; this module makes sure you get there first.
Free forever. No credit card required. No demo call.
Contract Management
Get to every renewal before it sneaks past
Capture the operative terms on every client agreement and get alerted before notice windows close, where accounts are won and lost.
Terms you can search, not PDFs you forgot
Contracts scattered across drives and inboxes are write-only memory. Modero pulls the operative terms out of each agreement into structured fields your whole team can search and sort.
- Start, end, rate, term, and notice window captured
- Documents attached to the client record
- One view of everything expiring this quarter
Renewal alerts before the window closes
Auto-renewal clauses are a tax on the disorganized. Set your warning horizon and Modero flags every contract entering its notice period, while there is still time to renegotiate or move the client.
- Configurable lead time on every alert
- Flags surface in the workspace, not a buried email
- Renewal outcomes tracked on the contract record
Context for every other module
A contract is the source of truth the rest of your stack should check. Linked contracts tell Inventory what should exist and tell Commission Management what you should be earning, which makes variance flags sharper.
- Contracts linked to services in Inventory
- Rate terms inform commission expectations
- Client record shows the full agreement picture
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Structured terms
Start, end, rate, term, and notice window pulled into searchable fields.
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Expiring-soon view
One sorted view of everything renewing this quarter.
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Renewal alerts
Configurable lead time flags every contract entering its notice window.
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Outcome tracking
Renewal results tracked on the contract record.
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Linked to Inventory
Contracts tell Inventory what services should exist.
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Sharper commission flags
Rate terms inform what Commission Management expects you to earn.
How it fits the platform
Every Modero module sits on the free CRM, so your contacts, companies, and deals are already in place when you turn Contract Management on. This module's packaging is still settling; if it ever folds into another module, existing customers keep what they paid for.
Pricing
Priced by the clients you manage
Contract Management is included in the Professional plan. Pricing scales with the clients you manage, not the seats you fill. Every number is on the page, no quotes except Enterprise, no demo gate.
Free $0/mo, forever
Contacts, deals, and pipeline for unlimited users. No credit card required.
No credit card required.
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Starter
$199/mo
Unlimited client accounts
Track, reconcile, and recover every commission you are owed. One flat price, no client cap.
- Everything in the free CRM
- Commission Management
- Inventory and Client Portal
- Unlimited client accounts
Start free, upgrade when you need it.
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Everything in one plan
Professional
$499/mo
Up to 50 client accounts
$9.98 per client account
More than 200? That is Enterprise.
Every module in one plan, priced by the client accounts you manage. Nothing else moves the number.
- Everything in Starter
- Expense Management (TEM)
- Project Management
- Contract Management
- White-label resale to your clients
Free forever on the CRM. No credit card required. No demo call.
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Enterprise
Custom
Unlimited client accounts
For large portfolios and custom requirements.
- Everything in Professional
- Unlimited client accounts
- Dedicated tenant
- Custom development
- Negotiated usage pricing
Custom quoted around your requirements.
Add Flux to any plan, bandwidth on demand at $7.50/service/mo. Even on the free CRM. No forced upgrade to sell it.
- No credit card required on the free CRM
- Cancel paid modules any month
- Your data exports any time
Contract Management questions
What does Contract Management include?
A repository for every client contract with the terms that matter pulled out: start and end dates, rates, auto-renewal clauses, and notice windows. Searchable, linked to the client record, and visible to your whole team.
How do renewal alerts work?
You set how far ahead you want to be warned, and the module flags contracts entering their notice window. Renewals are where advisors win or lose accounts; the module makes sure you arrive first.
Is this module final?
The capability is real, but its packaging may change: Contract Management could fold into Expense Management as the platform settles. If that happens, existing customers keep what they paid for or better. Pricing on this page is current and honest as of today.
Who can use Contract Management?
Everyone on your team. Contract Management is included in the Professional plan, with no per-person charge, so whoever loads, edits, or manages contracts can all work in it, and everyone sees contract dates surfaced on the client record in the CRM. Your price is set by the number of client accounts you manage.
Do contracts connect to inventory and commissions?
Yes. A contract links to the services it covers in Inventory, and contract terms give Commission Management context for what you should be earning, which makes variance flags sharper.
Start with the free CRM today
Set up your workspace in minutes. Add paid modules when they pay for themselves.
Free forever CRM. Cancel paid modules any month.