Fleet Management CRM
When contracts about to expire are not noticed in time the renewal conversation starts late; how many vehicles a customer has and which one's maintenance history is getting heavier have to be pieced together from separate spreadsheets.
A contract is a record linked to the customer account; the start and end dates are its fields, and the renewal task opens off the end date. The vehicle is linked to the same contract.
- Keep the lease contract's end date in a field, have those approaching expiry drop into a list, and tie the renewal task and the reminder to a rule from that list
- See which customer has each vehicle, its maintenance history and the contract detail on a single screen
- Track corporate fleet quotes by negotiation stage and close rate
- Write the number of vehicles, the term and the service package onto the quote line and have the total calculated from the price list
- Have the whole team reply from a single WhatsApp number and keep conversations under manager oversight
| Customer Contract Management | A contract is a record linked to the customer account; the start and end dates are its fields, and the renewal task is opened off the end date. |
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| Vehicle-Level Customer Tracking | A vehicle is a record and is linked to the contract; who has which vehicle and when it is due for service is answered from the vehicle card in a single step. |
| Sales Pipeline Management | Corporate quotes move along the pipeline as opportunity records; the waiting time at a stage and the close rate come out of the report on those records. |
| Quote Preparation | The number of vehicles, the term and the service package are fields on the quote line; the total is calculated on the quote card from the values coming out of the price list. |
| Driver Assignment and Handover Report | Which driver has the vehicle is a field on the vehicle record; at handover the mileage, the damage note and the equipment list are opened as a report, and the person taking delivery signs on the signature screen in the mobile app. |
In fleet leasing the revenue is determined not on the day of signature but by whether the contract is renewed. If the renewal conversation does not start weeks before the end date, the vehicles quietly drop out of the fleet; yet going into that conversation, the end date, the vehicle's maintenance history and the customer's usage intensity should all be on the table at once.
Rapitek CRM links the vehicle record both to the contract and to the customer; contracts approaching their expiry drop into a list based on the end date field, and the renewal task is opened from there. In the quote, the number of vehicles, the term and the service package are line items; the total is calculated from the values coming out of the price list, so the conversation starts with a figure already in hand rather than with an open price negotiation.
