A Sales Pipeline Built for How Rental Deals Actually Close
One inquiry can generate multiple proposal options, each with its own structured negotiation and a complete history of what changed.
Rental deals rarely close on a single quote. A customer asks about availability, gets a price, negotiates the delivery charge, maybe compares two equipment options, and eventually agrees — often across several emails, calls, or messages that are easy to lose track of. Rental Wizard’s Sales & CRM module is built around that reality.
What’s included
- Centralized customer database with contacts and site locations attached to each company
- Rental inquiry creation with header-level customer/site details and line-item equipment requirements
- Category, subcategory, and specification-driven equipment requests — not free-text guessing
- Lead source tracking, including automatic attribution for website-originated leads
- Multiple proposal options per inquiry (Primary and Alternatives)
- Multi-line proposals with daily/weekly/monthly pricing, delivery charges, usage limits, and required operators
- Public proposal links — customers review and respond without creating an account
- Structured negotiation tracking with a full audit trail of every change and counter
- Proposal statuses from draft through sent, viewed, countered, and accepted
- Automatic handling of competing proposals: when one is accepted, the others close out automatically
- Sales notes and internal team collaboration on each inquiry
- Direct conversion from accepted proposal into a contract
How the Sales Flow Works
Inquiry created
From the website, a phone call, or manual entry — capturing equipment needs, dates, and site.
Proposals built
Your team creates one or more priced options against that inquiry.
Sent for review
The customer opens a secure link, no login required.
Negotiation
The customer can propose changes to negotiable terms; your team approves, counters, or holds firm, with every change logged.
Acceptance
The customer accepts one option; competing proposals are automatically closed.
Handoff to Contracts
The accepted proposal becomes the exact basis for the signed agreement.
Without a structured pipeline, “what did we actually offer this customer” becomes a question only the person who handled the deal can answer — and even they might not remember exactly. Because every proposal, every negotiated change, and every acceptance is recorded, any team member can pick up a deal mid-negotiation with full context.
Common questions
Can I send more than one pricing option for the same request?
Yes — proposals support a Primary option plus any number of Alternatives, all tracked against the same inquiry.
Does the customer need to create an account to review a quote?
No. Proposals are shared through a secure public link that requires no login, which keeps the review process frictionless for the customer.
What happens to the other options once a customer accepts one?
They’re automatically marked cancelled or expired, so your pipeline never shows stale, still-open options that were actually already lost.
Is there a record of what was negotiated before a deal closed?
Yes — every negotiation event (the term, the change requested, who approved it, and when) is logged and stays attached to the deal permanently.
See Sales & CRM in action
Book a walkthrough configured around your own fleet and workflow.