Most CRM platforms handle straightforward sales pipelines. Equipment hire isn’t straightforward — availability windows, damage waivers, on-hire and off-hire tracking, multi-location fleets, rapid quote turnaround. Build it generic, and the ops system and the CRM end up not talking to each other — so someone has to carry information between them by hand.
A quote needs answering now, but checking what’s actually free means ringing someone
Kit’s marked “out” in the system when it’s sat in the yard, so a job gets quoted away
A follow-up gets missed because nothing flagged it — it just fell off someone’s list
One person knows where everything stands, and everything waits on them being free
A customer wants a status update and the only answer is “let me call the yard”
Custom lead-to-quote processes built around your pricing model — damage waivers, delivery charges, multi-period pricing. Quote approval, contract generation, and deposit collection in one workflow.
Real-time availability tracking, on-hire and off-hire status, utilisation dashboards, maintenance scheduling. Know where every asset is and when it’s available — without the spreadsheet.
Self-service portals built on Salesforce Experience Cloud. Customers can request quotes, check hire status, raise service issues, and manage their account — without calling your team.
Salesforce connected to your hire management system, ERP, or accounting platform. We’ve integrated with Syrinx, Insphire, Point of Rental, and Xero. Salesforce as the commercial front-end — your hire system stays in place.
Taking the paperwork off the hire desk
Where quotes or purchase orders arrive by email or PDF and someone has to re-key them into the system, we’ll assess whether that’s worth automating — and say plainly if it isn’t, yet. The aim isn’t to remove the person checking the work, just the time they spend fetching it. [We’ve built this exact pattern for a UK distributor — happy to walk through what it looked like.]
We'll understand how your business actually operates, show you what we've built for businesses like yours, and give you an honest view of what's possible — including if the answer is "get your process straight first, then come back to us."