Use case · Billing & retentionCustomer Retention & Renewals
Remind before plans run out. Hear the reason. Offer the right option.
Remind customers, answer plan questions, and pass objections that need a person to your team. Customers who left are invited back in a way that fits.
Built forSaaSMembershipsSubscription services
Customer journeyMembership · Sinta W. · ends Oct 30
D-30EmailCheck-in: how is it going?Replied
D-7WhatsAppRenewal reminderRead
D-5AIPricing question answeredHandled
D-3PhoneVoice reminderAnswered
D-1WhatsAppRenews on the annual planRenewed
Situations that may feel familiar
1Customers forget to renewSubscriptions lapse simply because the reminder didn't arrive in time.
2Objections pile up before the due dateQuestions about price and features are hard to answer one by one.
3Customers who leave never hear from youThe chance to win them back slips by without a follow-up.
From check-in to renewal
- 1Due dates trackedA list of customers nearing the end of their term.Retention
- 2Check-inRegular messages asking how things are going.EmailWhatsApp
- 3Reminders30, 7 and 1 day before, by your rules.WhatsAppPhone
- 4Handle objectionsAI answers questions on price, plans and features.AI agent
- 5RenewalA link or offer sent directly.Link
- 6Win-backCustomers who left are invited back.Broadcast
See it in action
Objections heard, the right option offered
The AI reminds the customer about their plan, answers objections with options allowed by your policy, then sends an offer. The plan updates once payment is confirmed.
FZFitZoneWhatsApp · Online
Type a message…
AI handles the routine, your team focuses on what matters
Handled by AI
- Reminds customers when their term ends
- Checks in on how customers are doing
- Answers objections on price and features
- Sends renewal links or offers
AITeamHandoff with contextYour team sees the conversation history, the objections and the offers already sent.
Your team steps in when
- High-value customers, by your rules
- Requests for special negotiation
- Customers who raise a complaint
Go further with integrationsSee how integrations work
Connected to your systems, AI finishes the job
With an integration to your system's API, AI takes action right from the conversation, within the permissions you set.
Issue renewal invoicesFor the plan the customer chose
Create a payment linkCustomers pay straight from the chat
Check account usageOffers that match real needs
Update the planOnce the system confirms payment
Results
Track by plan, by segment and by renewal month.What you can measure
Confirmed renewalsRenewal payments received before the due date
Reminder responseReminders that get a reply or action
Reasons for not renewingObjections logged and handled by your team
Customers won backCustomers active again after leaving
“DinamisAI makes our follow-up process more organized and efficient. Auto reminders help reduce missed follow-ups, while message templates make it easier for the team to communicate with customers more consistently and professionally.”
What you need to get started
Data and materials
- 1Customer data and renewal dates
- 2Your plans and renewal offers
- 3Answers to common objections
- 4Rules for when your team steps in
Connections
WhatsApp BusinessEmailBusiness phone numberSubscription system CSV or API
Our team helps you set everything up during the 30-day pilot.See the renewal flow for your customers
A 30-minute demo: reminders, answers to objections and renewal offers that match your plans.
- 30-minute demo
- Measured 30-day pilot
- We help you set up
