Open the right company workspace
Use your email and password or magic link. Renewal Desk loads the company workspaces tied to your account.
Get imported and ready for daily follow-up.
Search onboarding, imports, team setup, outcomes, and troubleshooting. For account-specific help, use the support assistant or email support@tryrenewaldesk.com.
Team workflow
How to move from upload to active follow-up to closed outcomes.
Imports
Which reports work best and how duplicate handling should behave.
Contact
Send a support request, diagnostics, screenshots, or sales question.
Daily workflow
The best way to run Renewal Desk.
Choose Membership or Inside sales
Membership imports are usually expiration-oriented. Inside sales imports are usually unsold-estimate or follow-up-value oriented.
Work the active queue
Call, text, leave voicemail, send direct mail, launch campaign, and keep every touch tied to the user who completed it.
Close the outcome
Move renewed, sold, declined, lost, review, and referral activity into closed outcomes so metrics stay measurable.
Imports
CSV and XLSX are supported.
Start with the exports your team already has, then save import templates as Renewal Desk learns the column layout.
Can Renewal Desk import CSV and XLSX files?
Yes. Use the profile menu, choose Membership or Inside sales, then import a CSV or XLSX report.
Which CRM exports should I use?
Membership expiration reports and inside-sales or unsold-estimate reports are the best first uploads.
What happens to duplicates?
Renewal Desk should preserve existing notes, touches, and outcomes instead of restarting the same customer as untouched.
What should I send support for import issues?
Send the file type, import profile, browser, screenshot, and diagnostics export. Do not paste customer lists into chat.
FAQ
Common questions
Can multiple reps work the same book?
Yes. Each person should use their own login inside the same company workspace so notes and outcomes are auditable.
Can I use light or dark mode?
Yes. Use the sun or moon button to switch appearance. Renewal Desk saves the preference for marketing pages, sign-in, and the app workspace.
What if a user forgets their password?
Use Forgot password or Magic Link from sign in. Email delivery uses Renewal Desk branded auth templates.
How is sign-in protected?
Hosted on SOC 2 Type 2 and ISO 27001 certified infrastructure. TLS encrypted sessions protect your workspace.
Does Renewal Desk sell uploaded customer lists?
No. Uploaded customer lists are contractor workspace data and are not sold, rented, brokered, or used for Renewal Desk marketing.
Contact
Need support or sales help?
Use the support assistant for monitored intake. Email remains available for diagnostics, screenshots, and team setup questions.