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.

Illustration of the LeaseWise CRM dashboard – a centralized solution designed for the leasing industry to manage customer relationships, leasing offers, contracts, and workflows efficiently. From the initial customer interaction to contract completion, sales and account teams maintain full visibility across the entire leasing lifecycle through one integrated CRM system.

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

Branded quotation portal for dealers and intermediaries

Framework agreements

Standard, client- or product-specific

Unlimited attributes

Unlimited freely definable fields for CRM and contracts

Word-integratie

Letter templates and quotation reports in your own corporate identity

Suitable for

Account managers & sales teams
Back office employees
Dealer networks
Fleet managers on the client side

Get in touch

Account Manager using LeaseWise leasing software to manage customer relationships, quotes, and contracts in one CRM. From first contact to signed agreement, the integrated platform streamlines every stage of the leasing process.

Your questions, answered

View all questions

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.