Welcome to RemyCLM! Basic Walkthrough

Welcome to RemyCLM!

We’re excited to have you onboard with RemyCLM, the ultimate tool for Managed Service Providers (MSPs) to streamline contract lifecycle management. RemyCLM was designed with MSPs in mind, tackling the unique challenges you face, such as managing contracts, tracking vendor cost changes, and monitoring license counts, all while ensuring you can maintain your profit margins.

Key Features of RemyCLM

  • Contract Lifecycle Management (CLM): Keep track of every contract, with alerts when they are about to expire, ensuring nothing slips through the cracks.
  • License Monitoring: RemyCLM binds contracts directly to your distributor to accurately track license counts. You can set up custom alerts for when license usage exceeds agreed-upon thresholds, giving you control over cost overruns.
  • Profit Predictions & Margin Management: Stay on top of vendor cost changes with historical pricing data, which reflects automatically in your contracts. This feature helps you maintain your desired margins by predicting necessary adjustments at contract reviews.
  • Financials Tab: Add all your services and stack items, and even create stack templates (packages) to offer to clients. The price history feature lets you see exactly how vendor costs have changed over time, helping you adjust pricing and protect your profits.

One of the standout features is our Pax8 Integration, which binds directly to your contracts, sending you alerts when license counts go over the agreed limit. This ensures you always stay on top of usage changes and avoid unexpected costs.

Explore the Features

We’ve put together a video to guide you through the key features of RemyCLM. Whether you’re new to the platform or just looking to get more out of the tool, this walkthrough will show you how to maximize your experience.

Watch the RemyCLM Walkthrough Video Here to learn more!

We’re confident that RemyCLM will become an essential part of your MSP. If you have any questions or need support, feel free to reach out to our team.