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
An integrated CRM connects customer management, leasing calculations, quotations and subsequent contract processes. This eliminates the need to enter information multiple times and allows data to be reused across different process stages. It reduces system discontinuities, speeds up processing and supports seamless workflows throughout the leasing sales process.
Fleet customers often plan to invest in several vehicles at the same time. LeaseWise allows multiple leasing contracts to be generated from a single quotation. Customer- and product-specific framework agreements are taken into account during the calculation process, ensuring consistent terms and conditions across the entire fleet.
Yes. LeaseWise allows multiple contact persons to be assigned to a business relationship and supports complex corporate structures, including holding companies and subsidiaries. This enables structured management of customer relationships and associated quotations and contracts.
Once a quotation has been approved, existing customer, vehicle and calculation data can be transferred directly into the contract creation process. There is no need to enter the data again. The leasing management software guides users step by step through the process: sending documents, signing, vehicle ordering and contract activation are all part of a single workflow-driven process.
Yes. LeaseWise can support digital document signing through its integration with Scrive. Depending on the integrated solution, digital identity verification methods may also be available. Signed documents can then be automatically stored in DocWise and linked to the relevant record.
Leasing quotations are created directly from the integrated CRM and linked to existing customer and calculation data. Multiple quotation scenarios can be generated for different contract durations and mileage allowances. A single quotation can also serve as the basis for multiple leasing contracts, for example for fleet customers.
