Tobistech CRM

Subscriptions & Retainers

Tenant retainers with recurring price, included hours, used hours, renewal dates, and payment state.

TT

Subscriptions & Retainers

Tenant retainers with recurring price, included hours, used hours, renewal dates, and payment state.

Foundation
Foundation
Status
Phase 3
Retention CRM
CRM Side
Tenant scoped
4
Records
Schema-backed objects
3
Automation Hooks
Workflow-ready

Retainer Plans

Recurring revenue plans tie support, used hours, renewal dates, and payment state together.

Loading retainers.

Implementation Coverage

How this module maps to the SaaS architecture.

FoundationPhase 3Retention CRM

Tenant retainers with recurring price, included hours, used hours, renewal dates, and payment state.

Records

subscriptions
clients
payments
support_tickets

Automations

Renew retainer
Track remaining hours
Notify payment status

KPIs

MRR
Active retainers
Used hours
Renewals due