RUX Rentals & Advanced CRM (Beta)

Turn Every Rental Opportunity into Revenue

• RUX Rentals & Advanced CRM (USA/CAN) connects your rental quoting workflows with your CRM pipeline — eliminating double entry and accelerating quote-to-contract cycles inside Dynamics 365 Business Central.
• Create Rental Quotes from Anywhere Start quotes from a CRM contact, sales opportunity, or estimate. Create rental-type estimates with full line entry (units, terms, packages, deposits) on the Estimate card, then convert to a formal Rental Quote in one click — all fields carry forward automatically.
• Automated Quote Follow-Ups Never lose a deal to a forgotten follow-up. Configure expiring and expired quote notifications delivered as auto-sent emails (with PDF estimate attached), CRM email tasks, or phone tasks. Personalize with rich merge-field templates.
• Win/Loss Tracking Log every disposition — Won, Lost, or Cancelled — with date, amount, salesperson, lost reason code, and dimensions. Won quotes convert to rental contracts automatically.
• Real-Time Dashboards Role center cue tiles show Open, Won, and Lost rental quotes for reps and managers. Customer and Opportunity FactBoxes display pending quotes, expired quotes, active contracts, and completed contracts with drill-down.
• Professional Rental Estimates Print polished reports with estimate amount— auto-attached to notification emails.