Build customer relationships
Much more than just a database of your customers, People & Organisations gives you a complete picture of all customer and colleague interactions in one screen, with a CRM package specifically designed for rental.
Try it for free todayActivities & tasks
Set reminders or to-dos for yourself and your colleagues and see a complete list of pending and completed activities across the team.
Email discussions
Keep everyone in the loop by sending messages from your Current RMS system to users, contacts, organizations, and venues in your system.
Custom views
Sort your data and choose the exact information you’d like to see in filtered views throughout your Current RMS system.
View your team’s activity calendars
Manage you and your colleagues schedule for the weeks and months ahead, with a full audit trail of activities and reminders of upcoming tasks and priorities.
- Use iCal feeds to view your activities in your personal calendar
- Record periods of unavailability for contacts, users, vehicles & venues
- View a complete list of your pending or completed activities
Keep your contact data in one place
Build great customer relationships by having a full overview of key contact details, all communication, and any rental orders linking to that contact.
- Link contacts to organizations & venues so you can see who's associated
- See a complete history of your opportunities with a client
- Create a list of your contacts & export directly to MailChimp to market to
Customer relationship management
Communicate with your colleagues & customers
Send and receive branded messages from users, contacts, organizations, and venues via email using Discussions.
- Have a full audit trail of all messages between clients & colleagues
- See who’s read a message and control who receives future messages
- Customize and brand the email templates and add pre-defined text
Check out some of our other CRM features
We build brilliant new features to help users grow, manage, and control their rental business.