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Customer Relationships (CRM)

Definition

CRM, account history, communication logs, and relationship-based pricing.

Features in this category

Capabilities that belong to Customer Relationships (CRM). A feature can live in multiple categories.

Integrated Email & Texting
Send rental confirmations, reminders, late-return notices, and pickup notices via email or SMS directly from the contract surface.
Recommended Items
Suggests add-on items at quote or check-out (e.g. extra fuel, blades, safety equipment) based on the primary rental.
Relationship Management (CRM)
Customer record, contact history, sales pipeline, opportunity tracking. Often integrated with the rental contract surface.

Platforms that include Customer Relationships (CRM)

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No platforms list this category yet.