Case Study: Simple Finance Technology Corp achieves time and cost savings by tracking renewals with ContractWorks

Simple - Customer Case Study

Simple Finance Technology Corp, a Portland-based online bank, was growing quickly and accumulating a large volume of paper and digital contracts. The company struggled to centralize, search and monitor critical dates, missed renewals and opportunities, and needed a solution that multiple users could adopt with minimal training.

Simple implemented ContractWorks for its intuitive, low-training interface and affordable pricing, using it to centralize contracts, run custom reports, and set flexible alerts for milestones and auto-renewals. The change eliminated missed renewal costs, saved time by expanding access to 50+ users, and shifted contract monitoring from a single person to the broader team, improving overall efficiency.

Simple

Devin Poe

Purchasing Specialist