Customers & CRM

Keep the conversation moving—from enquiry to quotation.

Give your team the context behind each rental. Keep customer details and sales follow-ups connected to the daily operation.

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Organize incoming opportunities

Keep leads and enquiries in the CRM workspace. Review the customer’s needs and follow the opportunity as the conversation develops.

Prepare a clear quotation

Create quotations for the rental request and review their details with the customer. Keep the commercial conversation connected to the rental items.

Keep follow-ups visible

Use follow-up records and communication history to see what needs attention. Customer records provide a shared reference for the team.

Questions about customers & crm

Does the application include customer records?

Yes. Customer records, leads, enquiries, quotations, and follow-ups have dedicated workspaces in the application.

Can follow-ups be automated?

The application includes configurable automation triggers and actions. Delivery depends on the enabled workflow, provider configuration, and background processing.

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Bookings & scheduling AI assistant

Bring your rental operation together.

Explore the plans, or tell us about the workflows your team needs.

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