Haulzeno CRM
Every customer, every inquiry, every vehicle they bought or hired.
Accounts and contacts linked to their quotations, sales, rental agreements and fleet vehicles, so the next conversation starts with the full history.
Account name
- Website inquiry receivedInquiry
- Quotation sentSales
- Sale recordedSales
- Vehicle handed over to fleetFleet
What's in Haulzeno CRM
Customers, contacts, activities and the website inquiry inbox.
01
Accounts and contacts
Companies and the people you deal with, with contact details and notes in one place.
02
Inquiry inbox
Inquiries from your website arrive in a shared inbox, ready to assign and follow up.
03
Activities
Log calls, visits and follow-ups against an account so the team sees what was last said.
04
Linked sales
See every quotation and sale for an account, with open balances.
05
Linked fleets
Vehicles handed over to a customer fleet stay connected to the account that bought them.
06
Replacement timing
Vehicle age and service history on the account help you time the next conversation.
Where it sits
Part of one lifecycle, not a separate tool.
Haulzeno CRM shares units, customers and records with every other module you turn on.
What changes
- No inquiry lost in a personal inbox.
- Account history visible to the whole team.
- Repeat sales started from real vehicle data.
01 →
SELL
02 →
OPERATE
03 →
SERVICE
04 ↺
REPLACE
Move Business Forward.
See your margins, what you are owed and every unit in one place.
Book a walkthrough using your own stock list, or start a 14-day trial and set it up yourself.