Certo Growth · the sales module of the Certo operations platform

Every renewal has a date, an owner and a 90-day head start.

Leads enter a pipeline with stages, the proposal is accepted online and the contract warns 90 days before it expires. All on the same company record.

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Free to start, per user after that, with proposals accepted online. Certo Intelligence follows up and warns 90 days ahead, but never signs or discounts.

Example Customer Inc. · Company recordActive contract
SummaryPipelineProposalsContractsActivity
StageDealAmountNext stepStatus
ProposalP-0331 · Annual serviceUSD 48,000 / yrOnline acceptanceAccepted Aug 12
ContractC-0187 · 12 monthsUSD 48,000 / yrAlert Jun 2, 2027Active
QualifiedSupport expansionUSD 9,600 / yrCall Sep 18No activity 15 d
ContactNew site—First meetingNew

The renewal nobody saw coming.

The same contract, seen from today's shared folder and from the company record in Certo. Signals, not guesses.

A renewal nobody saw coming

Illustrative scenario with fictional data · Everything on the same company record

From a lead to an on-time renewal.

  1. One company record

    Leads, contacts, proposals and contracts share one record and an accountable owner.

  2. An accepted proposal

    Proposal P-0331 is accepted online on August 12 and becomes contract C-0187. The accepted version is preserved.

  3. A contract with dates

    The term runs from September 1, 2026 to August 31, 2027. M. Ríos owns the account.

  4. A prepared renewal

    The alert arrives on June 2, 2027, 90 days before expiry. The renewal preparation task is due June 15. Certo Intelligence sends the reminder; a person negotiates and signs.

View the full diagram

Illustrative diagram. Scroll within each panel to see every detail on a small screen.

TODAYEvery piece of the customer lives somewhere elseLUIS'S INBOXLead: "annual quote"Lead: "call next week"Luis is on vacationCHAT · MARÍA"can you send the updatedproposal?" · no replySHARED FOLDERProposal_v7_final.pdfProposal_v7_FINAL2.pdfwhich one was accepted?Contract_ExampleCustomer_signed.pdfTerm Oct 1, 2025 – Sep 30, 2026Auto-renews unless notice is given 60 days beforeThe date is on page 4. Nobody has it on a calendar.2026JunJulAugSep 30 · expiresOct 2 · "did it expire?"Three months in which nobody called the customerRenegotiate on the back foot · months without invoicing · or lose the account
WITH CERTOOne company record, from lead to renewalExample Customer Inc.owner: M. Ríos · 3 contacts · 1 contractPIPELINE · NEW ACCOUNTSCONTACT2 leadsQUALIFIED1PROPOSALP-0331NEGOTIATION—CLOSED→ contractPROPOSAL P-0331Annual service · 12 monthsACCEPTED ONLINE · Aug 12CONTRACT C-0187Sep 1, 2026 – Aug 31, 2027renewal · owner M. RíosTERM AND ALERTSep 1, 26Jun 2, 27 · 90-day alertAug 31, 27Active contract · monthly invoicing90 days to renewTask created for M. Ríos: "Prepare Example Customer renewal" · due Jun 15, 27

What changes: the renewal conversation starts with a three-month head start and the proposal that was actually accepted.

Certo Intelligence follows up on the proposal and warns 90 days ahead · it never signs or discounts

What you can now answer
  • Which renewals expire in 90 days, and what are they worth?
  • Which proposals have gone 15+ days without a reply?
  • Which accounts are growing, and which are cooling off?

Four things that stop happening.

With one record per company, from lead to renewal, the sales team stops rebuilding the story every time.

BeforeLeads in inboxes

Every lead enters a pipeline with stages and an owner. If someone goes on vacation, the deal does not leave with them.

BeforeProposals as versioned PDFs

The proposal is sent and accepted online. The accepted version is the only one that exists.

BeforeRenewals discovered late

Every contract has a term and a 90-day alert. The task to prepare the renewal creates itself.

BeforeAccounts without an owner

Every company has an owner, contacts and recorded activity. Anyone can pick up the conversation.

Certo Intelligence

Agents follow up and warn in time. People negotiate and sign.

Certo Intelligence flags proposals without a reply, creates the renewal task 90 days ahead and summarizes each account's history with its sources. The account owner decides what to offer and at what price.

SOURCE → REASON → ACTION → EVIDENCE
AI that is accountable
Warns M. Ríos on Jun 2, 2027 that contract C-0187 expires in 90 days
Flags the expansion proposal that has gone 15 days without a reply
Answers "which renewals expire in 90 days and what are they worth?" from the real contracts
It never signs, discounts or moves stages on its own. A person does that.

From first contact to renewal.

Growth connects commercial work without forcing you to sell the way a generic CRM dictates.

CUSTOMER

Companies and contacts

Master records with relationships, sites, industry, territory and complete history imported from CSV or XLSX.

PIPELINE

Pipelines and deals

Custom stages, fields and rules for each sales motion, with products, pricing, amounts and probability.

CONTRACT

Proposals and contracts

Approvals, documents, acceptance, renewals and revenue at risk connected to the same deal.

CERTO INTELLIGENCE

Certo Intelligence

An assistant that answers with organizational data, cites its sources and never changes information without approval.

Plans and pricing

Clear, published pricing for Certo Growth. Choose monthly or annual billing; the annual price is billed once a year.

Flexibility without losing control.

Configuring your process does not mean giving up permissions, history or a shared definition of the customer.

Fields without tiers

The model adapts to your sales motion, not a license level.

Verifiable history

Notes, calls, visits and changes stay in context.

Organization permissions

Teams and territories see only what belongs to them.

Certo Intelligence

Answers with organization data, cites its sources and never changes information without approval.

Frequently asked questions

Do I need People Operations or Procure to use Growth?

No. Growth works on its own. If you activate other suites, they share users, permissions and organizational structure.

How much does Certo Growth cost?

Pricing is public: Free US$0, Start US$13, Pro US$29 and Scale US$49 per user per month. Minimums of 3, 5 and 10 seats apply; annual billing is discounted and Enterprise is tailored. See the details under Plans and pricing.

Can I change plans later?

Yes. You can upgrade or downgrade whenever you need; the change applies to your billing and to the limits and features of the plan you choose.

Can I import my current information?

Yes. Companies, contacts and deals can be loaded from CSV or XLSX with mapping and validation before publishing.

Does Growth integrate with email and calendar?

Yes. Email and calendar integration is available from the Pro plan, capturing activity and upcoming commitments alongside the deal.

If I downgrade, do I lose my data?

No. Your records (companies, contacts, deals, proposals, contracts and custom fields) are preserved. Some higher-plan features may become limited, but your information stays available.

How is it different from a generic CRM?

Flexible pipelines and fields without plan restrictions, a verifiable deal history and data that can connect to procurement and people.

Follow a deal that looks like yours.

We configure the pipeline, fields and journey your team needs to see.

Prefer email? sales@certo.team

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Growth, under the model your organization needs.

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