Customers & enquiries
Rental CRM built around the enquiry, not the contact list
Every enquiry — from your web store, WhatsApp, the phone or a repeat customer — lands in one pipeline, becomes a quotation priced against real availability, and converts to an order without re-typing a thing. Everything that follows stays on the customer's record.
- Enquiry → quote → order
- Web store & WhatsApp
- Aadhaar & DigiLocker KYC
- Wallet & customer portal
Priya Menon
Meridian Events LLP · Customer since 2024 · Bengaluru
- Orders
- 14
- Outstanding
- 8,400
- Deposit held
- 5,000
- ORD-2026-0418 · Marquee & lighting Confirmed · 3 days · signed agreement
- INV-1187 · ₹42,500 Paid by UPI · receipt sent
- Cleaning charge · 1,200 Raised from return inspection · unpaid
- Support ticket #482 Asked for an extra day — awaiting reply
New enquiry · 120 chairs, 20 tables
16–18 Dec · dates available
Inside the product
From “do you have 120 chairs?” to a confirmed order
One pipeline, one quotation, one customer record — whichever channel the question arrived on.
Enquiries
This week-
Meridian Events
120 chairs, 20 tables
16–18 Dec
Web store -
Alwyn Fernandes
Camera kit + 3 lenses
2–4 Sep
WhatsApp
-
Northgate Contracting
Excavator 3T · 3 months
1 Sep – 30 Nov
Phone 52,400 -
Sunrise Weddings
Marquee package
30 Aug
Web store 18,900
-
Priya Menon
Marquee & lighting
16–18 Dec
Repeat 42,500
Harper Studios
LED uplighters × 24
12–14 Sep
Enquiry pipeline
Every enquiry in one place, tagged with where it came from
Web store submissions, WhatsApp messages, phone calls and repeat jobs all land in the same board. You can see what is waiting on a quote, what has been sent and what is confirmed — instead of a shared inbox and three notebooks.
- Channel recorded on every enquiry
- Availability checked as you price it
- Quotation PDF sent from the enquiry
- Convert to an order in one step
Quotation QT-2026-0193 · Meridian Events
16 Dec 2026 – 18 Dec 2026
- Marquee & lighting package KIT Kit · 2 nights 1 1,920.00 1,920.00
- Chair, Chiavari — gold Bulk stock 120 4.00 480.00
- Table, round 6-seat Bulk stock 20 9.00 180.00
- Delivery & collection Service · Riverside Pavilion 1 140.00 140.00
Accepted
Converted to ORD-0418
Same items, same pricing
Quotations
Price it once, send it, convert it
Quote a package as one line while every component is reserved separately. Apply a price list, add delivery and a deposit, and send the PDF. When the customer says yes, it becomes an order with the same numbers.
- Rate cards and duration-discount price lists
- Packages quoted as one line
- Delivery, deposit and extras on the quote
- Convert to order without re-entry
Asset type ( Units, Kits )
- All customers 1,482
- Companies 318
- Individuals 1,102
- 3PL end-clients 62
- With outstanding balance 47
- KYC pending 23
- Wallet customers 164
Attributes ( Customer type, City, Credit status )
- Customer type
- City
- Credit status
- Industry
- Account manager
- Source
Segments
Find the customers worth calling
Filter by customer type, city, credit status or any custom field you keep, then export the list. Useful for chasing outstanding balances, or for telling the twelve contractors who hired last season that you have new stock.
- Companies, individuals and 3PL end-clients
- Custom fields per customer type
- Filter by outstanding balance or KYC status
- Export to Excel for a campaign
Channels
Enquiries arrive four ways. They all end up here.
Rental businesses do not get their work through one funnel, so the pipeline does not assume one.
-
Your web store
Customers browse your catalogue, pick dates against real availability and submit an enquiry. It lands as a quotation you approve — never an auto-confirmed booking.
-
WhatsApp and Instagram
Reply to messages from inside Rentablez through Meta Connect, and let the WhatsApp agent answer availability questions against live stock.
-
The phone and the counter
Staff raise an enquiry while the customer is still on the line, check availability in the same screen, and send the quote before they hang up.
-
Repeat customers
The last order becomes the next one. Duplicate a previous job, change the dates, and the quote is out in a minute with the same rates and terms.
History
Everything about a customer, on one screen
When somebody rings about a job from March, you are not searching three systems. Orders, invoices, payments, deposits, the wallet ledger, outstanding charges, contracts, documents and support tickets sit on the same record.
- Order, invoice and payment history
- Wallet ledger and account statement
- Documents and KYC status in one place
- Support tickets against the customer
Self-service
Let customers book, sign and pay without a phone call
The web store takes enquiries against live availability, the portal shows orders and invoices, and agreements are signed on a secure link with OTP. Your team sees all of it in the same list as counter bookings.
- Web store with real availability
- Customer portal for orders and invoices
- OTP e-signature on agreements
- Online payment via Stripe, Razorpay or PhonePe
Capabilities
What the customer module does
-
One record per customer
Orders, invoices, payments, deposits, wallet ledger, outstanding charges, contracts, documents and support tickets, all on the same profile.
-
Companies and individuals
Bill a company with several contacts and sites, or a walk-in with one phone number, using the same record type.
-
KYC and verification
Aadhaar eKYC with phone OTP and DigiLocker driving-licence checks in India; document upload and review everywhere else.
-
Credit wallet
A per-customer balance on an append-only ledger, with top-up approvals, deposit holds and a low-balance worklist.
-
Outstanding charges
Damage, cleaning, late returns and challans tracked per customer, with an unpaid view and a single account statement.
-
Customer portal
Customers sign in to see their orders, invoices, signed agreements and balance instead of emailing you for a copy.
-
Segments and custom fields
Tag customers by type, city, credit status or anything your trade cares about, then filter and export.
-
Bulk import
Load an existing customer list from an Excel template with a dry run that flags duplicates before anything is written.
FAQ
Customer and enquiry questions
What rental operators ask about quoting and customer records.
Something else? or email sales@rentablez.com.
How does an enquiry become an order?
An enquiry records what the customer wants and for which dates. You price it against your rate card or a price list, send it as a quotation PDF, and convert it to an order in one step — the items, dates, customer and pricing carry over without re-entry. Nothing is committed to stock until you confirm.
Where do enquiries come from?
From the web store, from WhatsApp and Instagram through Meta Connect, from staff raising one on the phone or at the counter, and from duplicating a previous order for a repeat customer. They all land in the same list, tagged with the channel they arrived on.
Does Rentablez verify customer identity?
In India, Aadhaar eKYC with phone OTP and DigiLocker driving-licence verification are built into creating a customer. Everywhere else, documents are uploaded and reviewed against the profile, and required documents can be enforced before an order is dispatched.
Can I import my existing customer list?
Yes. Customers are bulk-uploaded from an Excel template with a dry run that reports duplicates and errors before anything is committed. Duplicate name, mobile or email is blocked on create so the list stays clean.
What is the customer wallet?
A per-customer credit balance on an append-only ledger. Top-ups can require approval, security deposits are held against it separately from rent, and charges can be settled from the balance automatically when funds are available.
How do outstanding charges work?
Damage, cleaning, late-return and challan charges are raised against the customer or the order and appear in an unpaid view. They can be collected on their own, settled from the wallet, or rolled onto the next invoice, and they show on the account statement.
Is there a customer portal?
Yes. Customers are invited by email or phone and can sign in to see their orders, invoices, signed agreements and outstanding balance, and to pay online.
Can customers message us on WhatsApp?
Yes. With Meta Connect your team replies to WhatsApp and Instagram messages from inside Rentablez. The WhatsApp agent can also answer customer questions about availability and their own orders against live data.
See it with your own customers
Book a 30-minute demo. We import a sample of your customer list during the call and quote a real job end to end.