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Renewal review
Free
Thirty minutes on what renews in the next six months. Within two business days you get a written keep, replace, or renegotiate call on each tool, with the math and a fixed quote.
Two reviews a week, booked in order.
Salesforce sunsets for mid-market teams
Retire the Salesforce add-ons you've outgrown.
We find the apps and integrations you're still paying for, rebuild the parts you use inside Salesforce, and get your non-renewal notice in before the deadline.
- Free 30-minute renewal review
- Fixed price, quoted before you commit
- You own everything we build
Why it matters
Every add-on is one more renewal nobody's watching.
Each one brings its own contract and login, plus a renewal email that lands in a shared inbox nobody reads. Most were bought years ago to fill a gap Salesforce has since closed. Nobody owns the list, so they keep renewing.
Why the nameZunzet is sunset, spelled with Z's. In software, retiring a tool is called sunsetting it. That's the whole job, so our mark is a sun on the horizon.
Auto-renewal
Most SaaS contracts renew on their own unless someone sends written notice.
Notice window
That notice is usually due 30 to 90 days before the renewal date, long before the invoice shows up.
Overlap
Plenty of add-ons now duplicate features you already pay for in Salesforce or Microsoft 365.
What we do
One review, one fixed price, then the bill stops.
Three ways to work with us, in the order most teams use them.
Then
Sunset build
About half of one year's license
We rebuild what you actually use inside Salesforce, move the data, uninstall the package cleanly, and send the non-renewal notice.
$2,500 minimum. 50% to start, 50% at go-live. You own everything we build.
After go-live
Care plan
From $300 a month
Fixes, small changes, and a check of every Salesforce release against what we built. Replies by the next business day.
Month to month. Cancel any time.
Pilot
AI without the add-on
Document reading, summaries, and routing built on the model APIs inside your org. You pay cents per document instead of another per-seat license.
Common sunsets
What we retire most, and what replaces it.
Backup and archive add-ons
Paid backup, restore, and archiving apps.
Replaced withScheduled backups that land in storage you own, plus a restore you've actually tested.
Call recording and AI notes
Per-seat tools that record sales calls, transcribe them, and sync notes back to Salesforce.
Replaced withYour Teams recordings and AI call notes on each opportunity, for a few cents a call. How it works
Work-management tools bolted on
Spreadsheet trackers, project boards, and intake forms that live outside the CRM.
Replaced withRequest queues, approvals, and dashboards inside Salesforce, next to the customer record.
Dedupe and data-quality apps
Duplicate checkers that create warnings nobody clears.
Replaced withNative matching and duplicate rules, with a merge queue someone owns. How it works
Form and document builders
Form tools and PDF generators wired into Salesforce records.
Replaced withSalesforce forms and document templates that write straight to the record. How it works
File-sync connectors
Third-party file storage wired into records.
Replaced withSalesforce Files plus the SharePoint or OneDrive you already pay for.
Seats nobody logs into
Marketing, data, and productivity licenses bought for a team that changed.
Replaced withA license review against last-login data, done before the renewal.
Legacy systems kept for lookups
An old CRM or tracker kept alive because the history lives there.
Replaced withHistory moved into Salesforce so the old system can be switched off.
See it in Salesforce
What each add-on turns into.
The replacements we build, drawn as they look in your org. Pick one to see it.
Replaces Salesforce CPQ
Quotes, approvals, and the PDF, in standard Salesforce.
- Products and price books you already have
- Discounts over your limit go to a manager
- A branded PDF, emailed from the quote
yourcompany.lightning.force.com
Q-01042, Kestrel Freight
Fleet renewal · North America price book · Valid until Nov 30
Synced to opportunityApproved
Quote linesAdded by guided selling
| Product | Qty | List | Disc. | Net |
|---|---|---|---|---|
| Fleet plan, per truck | 40 | $420 | 12% | $14,784 |
| Dash camera kit | 40 | $189 | 0% | $7,560 |
| Installation, on site | 1 | $2,400 | 0% | $2,400 |
| Priority support, 1 year | 1 | $1,800 | 20% | $1,440 |
Subtotal$28,560Discounts-$2,376Total$26,184
Quote PDFYour template
Quote Q-01042
Prepared for Kestrel Freight
Total$26,184
Accepted by
PreviewEmail PDF
Replaces Gong and other call recorders
Every call on the deal, with the notes already written.
- Your Teams recordings beside the transcript
- AI notes a few minutes after the call
- A few cents a call instead of a seat license
yourcompany.lightning.force.com
Kestrel Freight, pricing review
Tue, Oct 13 · 32 min · Teams recording
Fleet renewalNotes ready
DRPS
12:41 / 32:08
Talk time32 min
Priya Shah58%
Dana Reyes42%
Topics
PricingRenewal dateCompetitor
AI notes3 min after the call
Brief
Kestrel wants all 40 trucks on one plan. Their contract renews March 1 with 60 days' notice, so they need to decide by December 31.
Action items
- Send the 40-truck quote by Friday
- Book a call with their CFO
- Set Dec 31 as the decision date
Risk
A competitor offered three months free.
Summary logged on Fleet renewal
TranscriptClick a line to jump there
12:28Dana ReyesIf we put all forty trucks on one plan, does that change the picture?
12:41Priya ShahIt does. Our contract renews March first, and they want sixty days' notice.
13:02Dana ReyesThen you'll have a quote by Friday, so your CFO sees it in time.
Replaces RingLead, DemandTools, and Cloudingo
One duplicate queue, one owner, and a merge button.
- Salesforce's own matching and duplicate rules
- Exact matches merge on their own overnight
- Judgment calls wait in one list
yourcompany.lightning.force.com
Duplicate queue
Owner: Sales Ops, reviewed every Monday
12 to review14 merged overnight
Possible duplicate accountsMatched on name and phone
| Field | Record 1 | Record 2 |
|---|---|---|
| Account name | Harbor Logistics, Inc. | Harbor Logistics |
| Phone | (614) 555-0142 | 614.555.0142 |
| Billing city | Columbus, OH | Columbus |
| Account owner | Dana Reyes | Marcus Chen |
3 opportunities and 9 contacts move to the record you keep.
Not a duplicateSkipMerge
Up next9 more after these
Brightline Dental Group and Brightline DentalMatched on name
Corvid Analytics and Corvid Analytics LLCMatched on website
Replaces Formstack and other form and document tools
Web forms that create the record, and documents made from it.
- A website form creates and routes the account
- Uploads land in the record's files
- Welcome packets and PDFs made from templates
yourcompany.lightning.force.com
Brightline Dental Group
Applied on your website 2 minutes ago
Owner: Marcus ChenApplication complete
ApplicationFrom the web form
| Locations | 3 offices |
| Start date | Mon, Nov 2 |
| Billing contact | Lena Ortiz |
| Tax form | W-9 uploaded |
Files2 items
Welcome packet.pdfMade from your template, emailed to Lena
W-9, Brightline Dental.pdfUploaded on the form
What ran when the form came inUnder a minute
Account and 2 contacts createdNo existing match
Routed to Marcus ChenEast region, 3 or more offices
Welcome packet emailedTemplate: New customer
Replaces spreadsheets and bolted-on project boards
Every request in one queue, next to the customer.
- Intake, owners, and due dates in one list
- Approvals routed to the right manager
- Dashboards that keep themselves current
yourcompany.lightning.force.com
Open requests
One queue for what used to live in spreadsheets
Open14
Due this week5
Average time to close1.8 days
| Request | Account | Owner | Due | Status |
|---|---|---|---|---|
| New customer setup | Brightline Dental | MC | Today | In progress |
| Contract change, 40 trucks | Kestrel Freight | AO | Wed | Needs approval |
| Credit review | Northwind Builders | JL | Thu | New |
| Vendor setup | Alder Supply | MC | Fri | Waiting on customer |
| Billing address change | Harbor Logistics | JL | Mon | Done |
Under the hood
Plain Salesforce configuration, with no package of ours to license.
Flows, matching rules, and tested code that live in your org and come documented, so your admin can own them after we leave.
Quote discount check
Record-triggered flow
Accounts: name and phone
Used by the accounts duplicate rule
| # | Field | Match method |
|---|---|---|
| 1 | Account Name | Fuzzy, company name |
| 2 | Phone | Exact |
| 3 | Website | Exact, domain only |
Logic: 1 AND (2 OR 3) · On save: alert and report
128 of 128 tests passed
Runs before every release
Passed100%
Coverage91%
| QuoteApprovalTest | 14 | Pass |
| DuplicateMergeJobTest | 9 | Pass |
| BackupExportTest | 6 | Pass |
| CallNotesSummaryTest | 11 | Pass |
Showing 4 of 25 test classes
Illustrations with sample data.
Approach
How a sunset works.
Four steps, and most sunsets take a few weeks end to end. We work back from your notice date so the old tool is gone before it can renew.
The renewal date isn't your deadline. The notice date is.
-
01
Inventory
Every installed package, connected app, and integration user, with its cost, owner, renewal date, and notice date.
You getAn inventory sheet you keep using after we're done.
-
02
Decide
A keep, replace, or renegotiate call on each tool. Replacements come with a fixed quote and the month they pay for themselves.
You getA written recommendation and a fixed quote.
-
03
Rebuild
Built in a sandbox first. Data moves with a reconciliation report, so every record is accounted for.
You getA working build your team signs off on.
-
04
Retire
Cutover, a clean uninstall, and the non-renewal notice sent before the deadline. We archive the old data before access ends.
You getA closed contract and a smaller bill.
- Week 1Review
- Week 2Decide
- Weeks 3 to 7Rebuild in a sandbox
- Week 8Retire and send notice
- Buffer
- DeadlineNotice due
- 30 to 90 days
- Too late to cancelRenewal date
Track record
We did this in a live org before we offered it to anyone.
$16K/yr
Backup and archive subscription replaced with a native backup the company owns.
18
Spreadsheet workflows moved into Salesforce requests.
3
Add-on packages retired: dedupe, field service, and file sync.
$40K+/yr
Overlapping software spend identified in a single org.
The $16K backup, rebuilt
Every night, into storage the company already owned.
A daily copy of every object and the org's setup, a full copy each Sunday, and old emails archived to SharePoint, where they still open from each account.
Illustration with sample data.
yourcompany.lightning.force.com
Backups
Daily at 2:00 AM ET, full copy on Sundays
Last runDone 2:38 AM
On file286 objects + metadata
Stored inSharePoint
Last 30 nights30 of 30 completed
30 nights agoTall bars are the Sunday full copiesLast night
| Run | Type | Size | Status |
|---|---|---|---|
| Tue 2:00 AM | Daily | 112 MB | Completed |
| Mon 2:00 AM | Daily | 97 MB | Completed |
| Sun 2:00 AM | Weekly full | 6.4 GB | Completed |
Email archive184,200 emails in SharePointStill open from each account's Archive tab
Open archive
Programs a co-founder led in-house at a mid-market B2B company, 2025 to 2026. Figures rounded. Company not named.
Tools
Run your own numbers.
Two checks we run on every review call. Everything you type stays in your browser.
About
A small team, on purpose.
The people on your review call are the people who do the work.
How we use AI
We use AI to read org metadata and draft code faster. A person reviews every change before it reaches your org, and client work runs on accounts where your data isn't used to train models.
Credentials
- CertifiedSalesforce Platform Developer I, Administrator, and Business Analyst
- BuiltA production Salesforce platform, run in-house, with quoting, pricing, ERP integration, and data migration
- Big FourTwo years on PwC's global Salesforce team
- RetiredBackup, archive, dedupe, field service, and file-sync add-ons, plus 18 spreadsheet workflows
Free renewal review
Tell us what's renewing.
We'll reply within one business day with times for a 30-minute call. We take two reviews a week, so each one gets real attention.
Or email us
hello@zunzet.ai
Referral partners
Bookkeepers, fractional CFOs, and IT providers see these bills first. Refer a sunset and earn 10% of the first project.