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AI-Powered CRM Solutions

Transform Your Rental Business
with BizVoyage AI-Powered CRM

Customize it according to your business needs. Tailor-made solutions that are a perfect fit for your rental business.

Custom Rental CRM Solution

Your Rental Business at a Glance

Experience the power of our custom-built rental CRM dashboard — designed specifically for rental businesses to streamline operations, maximize efficiency, and drive growth.

Real-Time Business Pulse

Live updates of rentals, equipment usage, and revenue. See your business performance instantly.

Live performance metrics

Smart Notifications

Get alerts for maintenance, payments, and renewals. Color-coded notifications help you prioritize.

Priority-based alerts

Active Rentals Overview

See all active rentals with client, equipment, and due dates. Get alerts for items due soon.

Proactive return management

Visual Analytics

View revenue charts, equipment usage, and top clients. Make better decisions with clear data.

Data-driven insights

Quick Navigation

Search everything quickly. See pending items in Sales, Approvals, and Equipment at a glance.

Instant access to everything

Optimal Fleet Management

Track equipment usage weekly. Optimize your fleet and reduce downtime to earn more.

Maximize asset utilization
Sales Pipeline Management

Sales Pipeline Features

Unified sales management platform that tracks your entire sales journey from leads to closed deals. Perfect for rental businesses managing multiple clients, contracts, and equipment.

Unified Sales Management

Track all sales from first contact to closed deals in one place.

Lead Capture & Qualification

Capture new leads automatically. Never miss a potential client with smart tracking.

Pipeline Visualization

See all deals in visual stages. Drag and drop to move deals easily.

Starred & Quick Access

Star important deals and clients. Quick access to favorites and recent items.

Premium Client Insights

See top clients by revenue and rentals. Track equipment usage by type.

Quotations & Contracts

Link quotes to projects. Track contracts and payments in one place.

AI-Powered Chat Support

AI Chatbot in CRM

AI-powered chat support integrated directly into your CRM dashboard. Streamline rental business operations without leaving your dashboard.

Manage Rentals

Create, track, and manage rental agreements easily.

Create Quotes

Generate professional quotations instantly.

Track Equipment

Monitor equipment status and availability.

Analyze Data

Access real-time business insights and analytics.

Quick Actions

Get things done faster with AI-powered commands

Create Rental

Start new rental agreements

Add Client

Add new clients quickly

Check Equipment

View equipment status

View Analytics

Get business insights

Settings & Administration

Complete Control Over Your Business

Manage your rental business operations with powerful settings and administration tools. Configure, customize, and control everything from one place.

Company Configuration

Set up company profile with GST, address, and business hours. Choose from 8 industry templates or create custom.

Customize terminology to match your business

User Management

4-tier role system: Admin, Manager, Operator, Viewer. Set permissions for each module and track user activity.

Export and bulk user management

Document Repository

Store up to 10 GB across 8 categories. Organize contracts, invoices, quotations, and compliance docs.

Quick search, download, and preview

Smart Alert Rules

Create custom alerts for equipment idle time, overdue invoices, maintenance, and quote follow-ups.

Email, WhatsApp, and In-App notifications

Support System

Built-in ticketing with priority tracking. View response metrics and customer satisfaction scores.

Self-service knowledge base included

Integrations

WhatsApp Business API, Email SMTP, Payment Gateways (Razorpay/PayU), and real-time GPS tracking.

Connect with your favorite tools
Quotations Module

Boost Your Rental Business Sales

Easily create, send, and track quotations with an intuitive workflow. Streamline quoting, speed up responses, and convert more leads.

Quick Quote Creation

Auto-fill client details and packages. Calculate totals instantly and create quotes faster.

Approval Process

Management approval ensures accurate, quality quotes before sending to clients.

Pipeline Tracking

Monitor each quote's status from sent to accepted at a glance. Never lose track of quotes.

Conversion Insights

View metrics for sent, converted, and accepted quotes. Track sales rates and performance.

Actionable Controls

Edit, approve, and convert quotes to rental contracts with a single click. Save time and effort.

Audit Trails & AI

Stay transparent with logged actions. Get smart notifications and AI assistance for better decisions.

Everything You Need in One Module

Auto-fill client details and packages

Instant total calculations

Management approval workflow

Real-time status tracking

Conversion metrics and analytics

One-click quote to contract conversion

Complete audit trail logging

AI-powered smart notifications

Rental Management

Complete Visibility and Control

Manage all equipment rentals in one unified dashboard. Boost efficiency and client service with complete visibility over all rental operations.

Unified Rentals Dashboard

Manage all equipment rentals—active, upcoming, due, and completed—in one place.

Quick Actions

Easily create new rentals and access detailed lists on current, upcoming, and completed contracts.

Status Overview

See real-time counts of active rentals, upcoming bookings, rentals due soon, and completed rentals.

Comprehensive Table

Search, filter by status, and export rental lists. View Rental ID, Client, Equipment, Location, Dates, Amount, and Status.

Client & Equipment Insights

Instantly find rentals by client, rental ID, or equipment. Support fast decision-making with quick search.

AI Assistant & Notifications

Leverage integrated AI support and real-time notifications for streamlined, proactive rental management.

Everything You Need for Rental Management

Unified dashboard for all rental types

Quick create new rentals

Real-time status counts and overview

Comprehensive rental table with all details

Search by client, rental ID, or equipment

Filter by status and export lists

AI assistant for smart support

Real-time notifications and alerts

Equipment Module

Complete Control and Visibility

Manage all your rental equipment in a single dashboard. Get complete control, visibility, and automation for rental equipment management.

Centralized Inventory

Manage, filter, and track all assets in one place. Complete visibility over your equipment fleet.

Live Tracking

Real-time GPS and status updates for each item. Know where your equipment is at all times.

Utilization & Analytics

Monitor usage, availability, and optimize equipment allocation. Make data-driven decisions.

Maintenance Scheduling

Automate reminders and minimize downtime. Keep your equipment in top condition.

Detailed Profiles

Store all equipment specs, history, and site assignments. Complete information at your fingertips.

AI Alerts

Receive smart notifications for rentals, maintenance, and status changes. Stay proactive.

Everything You Need for Equipment Management

Centralized equipment inventory management

Real-time GPS and status tracking

Usage and availability monitoring

Equipment allocation optimization

Automated maintenance reminders

Detailed equipment profiles and history

Site assignment tracking

AI-powered smart alerts and notifications

Approval Queue Module

Streamline Sales Quote Approvals

View and manage all sales quotation approvals in one place. Ensure fast, error-free client delivery and full team visibility.

Centralized Dashboard

View and manage all sales quotation approvals in one place. Complete visibility over pending approvals.

Status Tracking

Track each quote by client, value, urgency, and approval status. Know exactly where each quote stands.

Action Controls

Approve, request changes, or reject quotes instantly. Provide clear feedback with each action.

Search & Filter

Quickly find and prioritize quotes based on urgency or client. Focus on what matters most.

Audit Trail

Every action is logged for transparency and accountability. Complete history of all approvals.

Real-Time Notifications

Receive alerts for pending approvals and updates. Never miss an important approval request.

Everything You Need for Approval Management

Centralized approval dashboard

Track quotes by client, value, and urgency

Instant approve, request changes, or reject

Clear feedback with each action

Search and filter by urgency or client

Complete audit trail logging

Real-time approval notifications

Full team visibility and accountability