Certo Growth · the sales product in the Certo family

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 alerts you 90 days before each renewal and Certo Intelligence summarizes the account history. Signing and discounting stays with a person.

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 sitePendingFirst 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 creates the alert; 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 to 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-0331NegotiationNoneClosed→ contractProposal P-0331Annual service · 12 monthsAccepted online · Aug 12Contract C-0187Sep 1, 2026 to 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 alerts you 90 days ahead and Certo Intelligence summarizes the account history. Signing and discounting stays with a person.

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 summarizes the account. You negotiate and sign.

Certo Intelligence summarizes each account's history with its sources, explains what changed between the proposal sent and the one accepted and classifies deals with no recent activity. The result: you prepare the renewal conversation in minutes, with the proposal that was actually accepted. The account owner decides what to offer and at what price.

From source to evidence
What Certo Intelligence does
Summarizes Example Customer Inc.'s history before the C-0187 renewal
Explains what changed between the proposal sent and the one accepted
Classifies deals with no activity in 15 days
Signing, discounting and moving stages stays with a person.

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, industry 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.

Assistant

Certo Intelligence

Certo Intelligence 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

Each organization sees only its own data, with role-based permissions.

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. You sign in with your Certo account; organizations, permissions and customers live in Growth and are not shared with the other modules; access is not the same across the three.

How much does Certo Growth cost?

Pricing is public: Free USD 0, Start USD 13, Pro USD 29 and Scale USD 49 per user per month. Minimums of 3, 5 and 10 users 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.

Can Growth send email and does it have a calendar?

Yes. Calendar is available from the Start plan and sending email from Certo 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. Whatever the new plan does not include is hidden until you upgrade again: proposals and contracts on Free; contracts on Start. Pipelines are limited on Free (1) and Start (2).

How is it different from a generic CRM?

Custom fields on every plan, pipelines with your own stages and a verifiable deal history.

Follow a deal that looks like yours.

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

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Growth runs on Certo Cloud.

Shared infrastructure with organization-level isolation, managed by Certo. Deployment in your own GCP project (BYOC) is available today for People Operations only.

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