The problem
Contracts come up for renewal and nobody calls until the customer is gone.
Where you are: Your revenue depends on renewals and repeat business, but dates and follow-ups live in spreadsheets.
You’ll recognize this if:
- Service contracts lapse because nobody called before the renewal date.
- Rental and lease customers come back less often and nobody notices.
- Quotes for equipment or staffing go out and stall.
- Account history sits with one rep, so it leaves when they do.
Our fix
Every contract, renewal date and follow-up in one place.
What we do: We build your custom CRM around your accounts, contracts and renewal cycle, with reminders before anything lapses.
What we build and deliver:
- Accounts, contracts and renewal dates in one place
- Reminders before contracts and leases lapse
- Quote tracking with follow-up
- Account history your whole team can see
- Up to 10 logins with two-step sign-in
What changes: Renewals get a call before they lapse, and repeat customers stop drifting away unnoticed.
What’s included
Which Level fits a dealer, rental or service business
- Level 1 · Custom CRM: every account, contract and renewal in one place
- Level 2 · Marketing & Advertising: ads structure, content, social, brand and landing pages
- Level 3 · Sales & Lead Generation: lead capture, routing and follow-up plus a repeatable sales process
- Each level includes the ones before it. Builds take 2–4 weeks for every Level.
- Level 1 · Custom CRM starts at $3,500; Level 2 · Marketing & Advertising at $5,500; Level 3 · Sales & Lead Generation at $7,900. Final price confirmed after the assessment.
FAQ
Common questions
Can it handle both rentals and service contracts?
Yes. Your custom CRM is built around your own contract types and renewal cycle.
Do you work with consumer rental businesses?
No. We work with businesses that sell to businesses.