New asset and renewal
Create a structured record for a domain, licence or another renewable business asset.
Know what expires—and act before it does
Assets & Renewals
Register domains, licences and other renewable assets with ownership context, dates, version information, instructions and supporting files, then monitor expiry risk and upcoming renewals from one searchable dashboard.
7 & 30 dayExpiry attention
6 monthsRenewal outlook
One placeFiles, dates & ownership
What you can do
Everything your team needs, connected.
Register domains, licences and other renewable assets with ownership context, dates, version information, instructions and supporting files, then monitor expiry risk and upcoming renewals from one searchable dashboard.
Descriptive title
Give each asset a clear title that teams can recognise in the renewal list.
Hierarchical category
Classify renewable records using the organisation’s category hierarchy.
Department association
Optionally connect the asset or document to the responsible department.
Version control
Maintain a major and minor version reference for versioned assets, forms or templates.
Asset or template date
Record the effective date associated with the renewable item.
Expiry date
Set the date on which the asset, licence or related obligation expires.
First reminder date
Define the first internal checkpoint before renewal is due.
Second reminder date
Add a later reminder for stronger escalation and follow-through.
Renewal date
Record the planned or completed renewal date.
Instructions
Keep renewal procedures, usage guidance or operational notes with the asset.
File attachment
Upload the supporting document directly to the renewal record.
URL link
Use a relevant online link instead of, or alongside, a locally stored file.
CSV import
Create records in bulk when a larger renewal register must be brought into iCRM.
Status tracking
See the current record status as the asset moves through its lifecycle.
Renewal dashboard
Review total assets, active records, items expiring within 30 days, items due within 7 days and expired records.
Expiry-status analysis
Compare active, expiring, soon, expired and no-expiry records.
Six-month outlook
See upcoming renewals distributed across the next six months.
Top-category view
Understand which renewal categories account for the most records.
Needs-attention panel
Surface expired items and those approaching their deadline.
Flexible search
Filter the register by category, title, remark, department and date range.
Detailed renewal list
Review title, category, department, version, type, expiry and record ownership from the list.
Business-continuity control
Keep important time-bound assets visible so renewal work begins before access or service is interrupted.
Complete asset and renewal control
Turn every expiry into a planned action—not an operational surprise.
iCRM combines the asset record, renewal documentation, staged reminder dates and an expiry-risk dashboard so domains, licences and other time-bound obligations remain visible to the responsible team.
01RegisterCreate or import the asset
02ClassifyCategory and department
03DocumentVersion, file and instructions
04ScheduleExpiry and reminders
05MonitorDashboard and list
06RenewAct before disruption
01 / REGISTER THE RENEWABLE ASSET
Keep the business context and renewal evidence together.
Create a new asset and renewal record with a descriptive title, category and optional department. Add version information, operational instructions and the file or URL colleagues will need when the next renewal action begins.
- Manual record creation or CSV import
- Hierarchical category selection
- Optional department ownership
- Major and minor version control
- Instructions, file attachment or URL link
- Record status visibility
02 / DESIGN THE DATE & REMINDER PATH
Use staged dates to create enough time for action.
Record the asset or template date and its expiry, then set a first reminder, a second reminder and the relevant renewal date. The staged structure helps the team move from early awareness to final follow-through.
01Asset dateWhen the current item or version takes effect.
02First reminderBegin review and gather renewal requirements.
03Second reminderEscalate attention as the deadline approaches.
04Expiry dateThe point at which the current asset may stop being valid.
05Renewal dateRecord the planned or completed continuation.
WHY STAGED REMINDERS MATTER
Different renewals need different lead time.
A simple domain may be renewed quickly. A software licence, contract, certificate or regulated document may require budget approval, vendor coordination or updated supporting material.
- Start early enough for internal approval
- Keep evidence with the renewal record
- Use the second date as an escalation checkpoint
- Complete the action before access or service is affected
03 / MONITOR THE RENEWAL PORTFOLIO
Move from a list of dates to a clear risk view.
The renewal dashboard separates the portfolio into active, expiring within 30 days, due soon within 7 days and expired. It also shows expiry status, a six-month renewal outlook, leading categories and the records that need attention now.
- Total and active asset counts
- 30-day expiring and 7-day soon indicators
- Expired and no-expiry visibility
- Upcoming renewals across six months
- Top categories and needs-attention panel
04 / FIND THE RIGHT RECORD FAST
Search the register using the context your team remembers.
Filter by category, title, remark, department or date range, then review the detailed list. The list preserves the asset’s category, department, version, type, expiry, creation information and record owner.
- Category and title search
- Remark and department filters
- From-date and to-date range
- Version and type visibility
- Expiry and record-ownership context
SEARCH & REVIEW
What is it?Title, type and category
Who owns it?Department and record creator
Which version?Current major and minor reference
When is action due?Expiry, reminder and renewal dates
What supports it?Instructions, file attachment or URL
EXAMPLE 01
Domains
Keep the domain, expiry, renewal evidence and responsible department visible before access is affected.
EXAMPLE 02
Software licences
Track the current version, supporting agreement and the dates needed for budget or vendor action.
EXAMPLE 03
Certificates & documents
Use version control, attachments and staged reminders for other time-bound business records.
EXAMPLE 04
Contracts & subscriptions
Store renewal instructions and supporting links so the next responsible person can continue the process.
How to manage assets and renewals
A practical path from registration to business continuity.
Create complete records first, then use the dashboard as the team’s regular renewal-control routine.
Choose the asset scope
Identify the domains, licences and other time-bound assets the organisation must control.
Create or import
Add a single renewal record manually or use CSV import for a larger register.
Classify ownership
Select the category and associate the responsible department where applicable.
Add the evidence
Record version information, instructions and the supporting file or URL.
Set the dates
Enter the asset date, expiry, first reminder, second reminder and renewal date.
Review the dashboard
Monitor 30-day, 7-day and expired records plus the six-month renewal outlook.
Complete and maintain
Finish the renewal before disruption, then update the record, version and next cycle.
Detailed capability map
More than a feature list. A complete working process.
Explore how the screens and functions in Assets & Renewals support setup, daily operations and continuous improvement.
Configure the foundation
New asset and renewal
Create a structured record for a domain, licence or another renewable business asset.
Descriptive title
Give each asset a clear title that teams can recognise in the renewal list.
Hierarchical category
Classify renewable records using the organisation’s category hierarchy.
Department association
Optionally connect the asset or document to the responsible department.
Version control
Maintain a major and minor version reference for versioned assets, forms or templates.
Asset or template date
Record the effective date associated with the renewable item.
Expiry date
Set the date on which the asset, licence or related obligation expires.
First reminder date
Define the first internal checkpoint before renewal is due.
Run day-to-day work
Second reminder date
Add a later reminder for stronger escalation and follow-through.
Renewal date
Record the planned or completed renewal date.
Instructions
Keep renewal procedures, usage guidance or operational notes with the asset.
File attachment
Upload the supporting document directly to the renewal record.
URL link
Use a relevant online link instead of, or alongside, a locally stored file.
CSV import
Create records in bulk when a larger renewal register must be brought into iCRM.
Status tracking
See the current record status as the asset moves through its lifecycle.
Renewal dashboard
Review total assets, active records, items expiring within 30 days, items due within 7 days and expired records.
Control, report and improve
Expiry-status analysis
Compare active, expiring, soon, expired and no-expiry records.
Six-month outlook
See upcoming renewals distributed across the next six months.
Top-category view
Understand which renewal categories account for the most records.
Needs-attention panel
Surface expired items and those approaching their deadline.
Flexible search
Filter the register by category, title, remark, department and date range.
Detailed renewal list
Review title, category, department, version, type, expiry and record ownership from the list.
Business-continuity control
Keep important time-bound assets visible so renewal work begins before access or service is interrupted.
How it works
A clear workflow from setup to insight.
Register
Create or import the asset, licence, domain or renewable document.
Document
Add category, department, version, instructions and supporting file or URL.
Schedule
Set expiry, reminder and renewal dates.
Monitor & renew
Use the dashboard and searchable list to act before expiry and preserve continuity.
See Assets & Renewals in action
Let’s map iCRM to your real workflow.
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