Skip to content
BizzSetu logo

Sales CRM

Contracts & AMC

Keep customer contracts and annual maintenance contracts in one list, with the signed file attached and invoices drafted on the billing cycle. Contracts & AMC stores each customer contract with its dates, value and the uploaded document, so renewals and billing are not tracked in a separate sheet.

Start free trial Book a demo

Last updated

Who it is for

Service and maintenance businesses that bill the same customers every month, quarter or year.

Part of the Leads & Sales CRM module. See plans and modules

How it works, step by step

Add the contract, attach the file and set the billing cycle. With Invoices on, BizzSetu drafts the invoice for each cycle and you review and issue it.

  1. Add the contract with customer, period and amount.
  2. Upload the signed document.
  3. Set how often it should be billed.
  4. Review the invoice drafted for each cycle and issue it.

What you get

  • Contract list
  • Signed file attached
  • Contract period
  • Invoice drafts on the billing cycle
  • Review before issue

What it connects to

Getting set up

Open Contracts, add the customer, period and amount, and upload the signed copy.

Contracts & AMC: questions and answers

Are AMC invoices sent automatically?
No. BizzSetu drafts the invoice on the billing cycle. You review it and issue it yourself.
Can I open the signed contract later?
Yes. The uploaded file stays with the contract and can be opened from the list.
Which module is this part of?
Contracts & AMC is part of Leads & Sales CRM. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.

See Contracts & AMC on your own data

Start a free trial, or book a demo and bring one real workflow.

Start free trialBook a demo

Or leave your email and we will get back to you.

Keep exploring