From first contact to signed quotation, without missing a thing.
Quotation & CRM
All relationships. All quotations. One overview.
Managing clients, creating quotations and following up contracts. In LeaseWise, all of this happens from one CRM. No separate tools, no switching between screens. From prospect to debtor, everything is in the same system and immediately visible.
What LeaseWise handles for you
- Unlimited contacts per relationship, including complete holding and subsidiary structures
- Overview of all current and historical quotations and contracts per client
- Quotations created directly from the CRM using the built-in calculation engine
- One quotation generates multiple lease contracts — convenient for fleet clients
- Framework agreements drive the calculation, client- or product-specific
- Freely definable fields make the CRM adaptable to any organisational structure
Professional external presentation
Quotation reports in your own corporate identity, letter templates in Word, and a fully-fledged IntermediairCalculator for dealers and intermediaries.
Resellers receive a tailored branded portal, connected to the LeaseWise back office. The leasing company retains full control and visibility of all quotations generated.
Available interfaces & connections
IntermediairCalculator
Framework agreements
Unlimited attributes
Word-integratie
The lease contract is created directly from the approved quotation — without any duplication of data. The software guides the user step by step: sending, signing, vehicle ordering via the ORD interface and contract activation are all part of one process-driven flow.
Yes. LeaseWise is integrated with Scrive, including IDIN and It’s Me identification. Signed documents are automatically stored in DocWise.
From the integrated CRM, the advisor creates a quotation using the built-in calculation engine. With a single click, multiple quotation lines are generated for different contract durations and mileage levels. One quotation can generate multiple lease contracts.
