Sales and machine rental operations in one process
The Problem
Customer data sat in spreadsheets and contact history, with duplicates. Rental enquiries came in by phone and email, and offers, rental documents and service requests needed data collected by hand.
The Implementation
We merged the customer base from spreadsheets and contact history, and an AI assistant collects rental enquiries from phone and email into one register. AI drafts offers, contracts and handover protocols from the company's templates and organises service requests alongside machine records.
The Result
One register for rental enquiries
The sales rep gets an enquiry summary, a list of missing details and a task to prepare the offer. Machine selection, availability and decisions to release equipment stay with the team.




