CRM for hire companies. Real results.
Your hire system runs the fleet. theCRM runs the customer relationship around it: enquiries, quotes, accounts, sites and follow-ups, with hire and stock data visible to sales.
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What you can manage
Everything in one place, set up your way
Hire and stock visibility
Manage stock in theCRM or bring data from your hire and stock system into the customer record, so sales see it without switching systems.
Enquiries to quotes
Capture website and phone enquiries, then quote from your product catalogue in minutes.
Accounts and sites
Link companies, contacts and site addresses in whatever order the enquiry arrives.
Follow-ups that happen
Automated reminders for off-hire calls, renewals and lapsed customers.
Area planning
Contact mapping shows which customers are near a depot or a visit you've already booked.
Reporting
Dashboards for revenue, pipeline and account activity by depot or rep.
Integration
Works alongside the hire system you already have
theCRM connects to your hire management and stock system rather than replacing it, so there's one source of truth for equipment and one for customers.
- Your hire and stock management system
- Your website, for enquiries straight into the CRM
- Sage or Xero accounts
- Outlook email tracking
- WhatsApp Business messaging
- Any other system with an API or database
“Our sales have increased by 15% in the first quarter.”
“theCRM makes quoting with stock availability, job scheduling and vehicle management much easier.”
FAQ
CRM for hire and rental: common questions
Can theCRM manage stock?
Yes. Manage hire stock within theCRM and enable your team to easily see stock availability when quoting.
Can theCRM connect to our hire management system?
Yes. theCRM integrates with systems that expose an API or database. Rockall Safety linked theCRM with their stock and hire systems and their website.
Will theCRM replace our hire software?
Usually not. theCRM manages customers, sales and service around your hire system. If you're considering replacing it, talk to us about what theCRM can take on.
We use Act!. Can we move to theCRM?
Yes. Rockall Safety moved from Act!, which was going down twice a day, and have had no downtime since. We migrate your existing data as part of set-up.
How quickly do hire companies see results?
Rockall Safety grew sales by 15% in the first quarter after implementation.
Can we move across from our current CRM?
Yes. We are experts at migrating data and have migrated hundreds of systems. In fact theCRM has APIs configured to easily migrate customers from Salesforce, HubSpot, GoldVision and many other systems.
Data migration is a standard part of your set-up project.
Rockall Safety, for example, moved from Act! to theCRM and grew sales 15% in the first quarter. See the case study.