USE CASE
Control SaaS + Vendors
Finally see your full stack of tools and suppliers: who owns what, how much it costs and when it renews. Centralize software, services and contracts so you can cut waste, negotiate better and avoid surprise renewals.
Challenges
- Nobody knows the full stack
- Surprise renewals and auto-charges
- Duplicate tools doing the same job
- No clear internal owner
- Hard to answer simple questions
- Weak position in vendor negotiations
Tools are bought by different teams, on different cards, at different times.
There’s no single, reliable list.
Annual renewals hit out of nowhere.
Trials quietly turn into paid plans.
Downgrades never happen because nobody tracks dates.
Marketing uses one email tool, sales another, product a third.
Each solves a similar problem and nobody has the overview to consolidate.
Some tools survive just because “someone might be using it”.
If it’s nobody’s responsibility, it never gets reviewed.
“How much do we spend on SaaS?”
“Which tools are critical?”
“What can we cut if we need to reduce costs?”
These are difficult questions when data is scattered.
Without usage, contract history and renewal dates in one place, you go into negotiations blind and usually late.
Capabilities
- SaaS + vendor catalog in Notion
- Grouped by function and risk
- Contract and email context via Notion Mail
- Renewal and trial tracking with Notion Calendar
- Cost dashboards by team, function and card
- Ownership and review cadence
- Usage and overlap notes
- Vendor comparison and consolidation support
- Spend reduction initiatives tracked as projects
One structured system for all tools and suppliers: name, category, team, internal owner, cost, billing frequency, plan, contract link, renewal date, payment method.
Tag tools by function (CRM, analytics, marketing, dev, finance…), business criticality and data sensitivity.
You can see at a glance which ones are “nice to have” and which ones keep the business running.
Attach contracts and key email threads (negotiations, discounts, legal points) directly to each vendor record using Notion Mail.
When renewal talks start, the history is already there.
Use Notion Calendar to view upcoming renewals, trial end dates and renegotiation windows.
Filter by month, vendor type or internal owner so nothing sneaks through.
Create views that show spend per department, per function, per country or per payment method.
You immediately see where SaaS spend is heavy and where to investigate.
Assign each tool to a clear internal owner and set review frequency (quarterly, yearly).
Owners confirm usage, team fit and alternatives, or mark candidates for consolidation.
Store light usage info (number of users, key use cases, overlapping tools).
Over time you spot “we have three tools for forms” or “two project tools, used by similar teams”.
For categories with multiple tools, create comparison views: cost, features, teams, satisfaction.
This makes consolidation decisions much easier and more objective.
When you decide to rationalize tools, link each candidate to a project or initiative.
Tasks (migration, user training, contract close-out) are tracked, not left in limbo.
Outcomes
- Instant visibility over your tool stack
- Fewer surprises on the company card
- Lower SaaS and vendor spend
- Stronger position with suppliers
- Less cognitive load for everyone
You can answer “what do we use and why?” without digging through bank statements or asking ten people.
Renewals and trial conversions stop appearing unannounced.
You see them coming and decide ahead of time.
Duplicate or low-value tools are easier to identify and remove.
You free budget for things that actually move the business.
You arrive at renewal conversations knowing your history, alternatives and usage.
That leads to better terms, not last-minute compromises.
Teams know which tools are “standard”, who owns them and how to request access or changes.
Tooling decisions become simpler, cleaner and faster.