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Contracts track your ongoing customer relationships after a deal is won. They’re where you manage ARR, MRR, renewals, and revenue changes over time.

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Creating a contract

There are two ways to create a contract:

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From a closed deal

When a deal moves to Closed Won, you can create a contract directly from the deal page. The contract inherits the deal’s company, value, and contact, and its status is set to Active automatically.

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Standalone

Go to Contracts in the sidebar (under CRM) and click New Contract. Fill in the details manually.

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Contract fields

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Contract statuses

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Revenue tracking

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ARR and MRR

When you set the ARR (Annual Recurring Revenue), the MRR (Monthly Recurring Revenue) is calculated automatically by dividing by 12.

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Expansion and contraction

You can record revenue changes on a contract:
  • Expansion — the customer increased their spend (upsell, more seats, higher tier)
  • Contraction — the customer reduced their spend (downgrade, fewer seats)
These are tracked separately so you can see net revenue movement over time. The initial ARR is preserved for comparison.

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Renewals

The next renewal date is set to the contract end date by default. If auto-renew is enabled, the contract continues automatically; if not, you’ll want to track the renewal and create a new deal for the renewal negotiation.

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Searching and filtering

The Contracts page supports:
  • Search — by contract name or company name
  • Filter by status — show only active, pending, cancelled, etc.

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Linking deals to contracts

When a contract is created from a deal, the deal is automatically linked. This means:
  • The deal’s type is set to “subscription_initial”
  • The deal page shows the linked contract
  • The contract page shows the originating deal
Future renewal or expansion deals can also be linked to the same contract, giving you a complete revenue history.