Clients / Synergy IT Rentals

Synergy IT Rentals

B2B Technology Rentals

4.0 Deploy

Retainer

₹22k/mo

Project Fee

₹95k

Runs / mo

Engagement Summary

Contract renewal tracking and renewal reminder automation. Pilot running on 40 active contracts.

Phase Timeline

1.0 Embed

Embedded — reviewed Excel contract tracker

2026-01-15

2.0 Audit

Audit: 3 renewal gaps found in last 6 months

2026-01-28

3.0 Build

Renewal agents built. eWay Bill agent scoped.

2026-02-10

4.0 Deploy

Renewal reminders live. eWay Bill in testing.

2026-03-01

5.0 The Loop

Pending full deploy

Automations

2 live

Renewal Reminder (T-30)

Sends WhatsApp message to account manager 30 days before contract end date.

Live

Trigger: Scheduled — daily scan8 runs this monthLast: 2026-06-08

Renewal Reminder (T-7)

Escalation message to owner if contract still open 7 days before expiry.

Live

Trigger: Scheduled — daily scan3 runs this monthLast: 2026-06-08

eWay Bill Generator

Auto-fills eWay Bill form from Excel dispatch sheet and submits via GST portal API.

Building

Trigger: Excel trigger (on save)0 runs this month

Contact

Priya Nair

priya@synergyit.co.in

Details

Start Date

2026-01-15

Next Check-in

2026-06-20

Vertical

B2B Technology Rentals

Five-Phase Progress

1.0 Embed

2.0 Audit

3.0 Build

4.0 Deploy

5.0 The Loop