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Customer Management Built for Rental

Streamline Your Operations with Comprehensive Customer Management Built for Rental

Empower your team with a centralized hub for tracking rental history, managing insurance or security documents, and delivering personalized service that keeps customers returning.

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Why Your Small Business Needs Rental Software

Centralize Your Customer Relationships and Data Syncing

Seamless Integration with Your Accounting Software

integraRental serves as a powerful extension of your existing financial ecosystem. Customer records typically originate in your accounting program whether you use integraERP, EBS, or QuickBooks and sync directly into integraRental. This ensures that critical financial data like payment terms (Net 30, Net 60), credit status, and tax exemptions are always accurate and consistent across both systems.

A 360-Degree View of Customer Activity

Maintain a complete historical record for every client in one maintenance screen. With just a few clicks, your staff can access:

  • Past Rentals & Sales: Quickly review what equipment a customer has utilized in the past.
  • Service Tickets: Track the repair history for customer-owned equipment alongside your own fleet.
  • Marketing Insights: Utilize built-in marketing lists to track campaigns and engage with your customer base more effectively.
a view of the customer management tools within integraRental
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Certificate of Insurance

Check a box to require a customer to produce a COI to rent. Configure integraRental to force customers to pay a damage waiver fee if they don’t have a COI. Keep a copy of the certificate of insurance on the custome record to view at any time along with a place to enter the COI Limit and Expiration Date.

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Fraud Prevention with Driver's License Verification

Protect your fleet from theft and fraud by capturing and verifying identification at the point of sale.
  • ID Scanning: Use specialized scanners to validate the authenticity of a driver's license, ensuring it isn't a fake or stolen card.
  • Digital Records: Store license information securely on the customer record to simplify future transactions and provide peace of mind for every rental.
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Empower Customers with "My Account"

Reduce the volume of phone calls by giving your customers the tools to manage their own experience. Through the integrated eRental and eCommerce portals, customers can log into a personalized “My Account” area.
  • Reservation Requests: Clients can browse inventory and submit reservation requests from any device at any time.
  • Digital Documentation: Provide a streamlined checkout process where customers can upload their own driver’s license images and sign rental agreements electronically.
  • Payment Management: Allow customers to view billing information, submit prepayments, or provide credit cards for secure tokenization.
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phone and laptop displaying the eRental My Account page

Frequently Asked Questions

By syncing directly with your accounting system (like QuickBooks or integraERP), our equipment rental software eliminates the need for double-entry. Updates to contact information and terms flow between systems, ensuring your team always has the most current data when creating quotes or contracts.
Yes, the system includes dedicated Certificate of Insurance (COI) tracking. You can store PDF copies of certificates, set expiration alerts, and automate rules that require insurance documentation before specific items are released for rental.
integraRental includes advanced security features such as driver’s license scanning and verification. This process validates the ID’s authenticity and stores a digital record on the customer’s profile, significantly reducing the risk of unauthorized rentals or the use of stolen credit cards.
Customers gain access to a 24/7 “My Account” portal where they can view rental history, check equipment availability, and submit new reservation requests. They can also sign digital agreements and manage their payment methods securely online.
a view of the customer management features within integraRental

Ready to Elevate Your Customer Experience?

Stop managing spreadsheets and start building relationships. See how integraRental’s customer management tools can save your team hours of manual entry while protecting your business from fraud.

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