Getting started with the CRM
The CRM works with leads — inquiries that have not yet become bookings.
A lead and a booking are different things
| Entity | What it means |
|---|---|
| Lead | Someone reached out; it's unknown whether it will turn into a rental |
| Booking | An agreement with dates, a vehicle, and an amount |
A lead doesn't occupy a vehicle and isn't counted in occupancy calculations. It exists so that an inquiry doesn't get lost.
A lead's path
An inquiry enters the CRM and moves through the stages of a pipeline, where it is marked as won or lost. You can create and link a client and booking separately: conversion does not close the lead, and a lead can be won without a booking. Closed leads may later move to the archive regardless of the outcome.
Where things are
- Board — leads by stage, a kanban;
- Inbox — conversations with the people who reached out;
- Settings — pipelines and stages.
Setup steps
- Make sure the CRM module is enabled for the company.
- Turn on CRM access for each employee who will work in it.
- Set up the pipeline and sources to match your inquiry flows.
- Connect inquiry channels in the company profile.
- Sort through your first leads on the board.
Who can use the CRM
Two conditions must hold at once: the CRM module is enabled for the company and the employee has CRM access turned on.
Access is decided by the toggle, not the role
CRM access is granted to each employee individually. There is no role restriction: a toggle that is turned on opens the CRM to anyone, including users with the “Partner” or “Guest” role.
Grant access deliberately: it opens the module, while role restrictions on individual actions still apply.
If the section won't open, the message will tell you exactly which of the two conditions is missing.
Default pipeline
When the module is connected, a pipeline is created with these stages: new → qualification → negotiation → closed-won or closed-lost.
You can rework it to suit you, but the two system outcomes — won and lost — remain: all the statistics rely on them.
What happens when a deal is lost
When a deal falls through, the “lost” action is performed and a reason is specified. Reasons accumulate and turn into loss statistics — the answer to why inquiries don't turn into rentals.
Working in pairs and teams
Lead moves and incoming messages appear on employees' boards without reloading. If another employee changes the set of stages, refresh the page to see the changes.
Tip
On a phone, tap the two-arrow button beside an open lead card and choose a working stage in the panel that opens.