RUX Rentals & Advanced CRM

Rental businesses run on relationships. RUX Rentals with Advanced CRM brings rental quoting and pipeline management directly into the Microsoft Dynamics 365 Business Central CRM workflow, so sales teams can create quotes, track opportunities, follow up on expiring deals, and close more business without ever leaving the tools they already use.

Every feature is built around one idea: rental activity should live inside the CRM, not alongside it.

Automated Quote Expiration Notifications
‍Rental quotes that expire without follow-up are lost revenue. This feature monitors every open quote and automatically sends branded email notifications or creates CRM follow-up tasks when quotes are approaching or past their expiration date. Recipients, timing, and action type are fully configurable, and each quote is stamped after notification to prevent duplicates. No manual tracking, no missed follow-ups, no revenue left on the table.

Rental Quote Cues on the Role Center Homepage
‍Sales reps see their Open, Won, and Lost rental quote counts the moment they open Business Central. Managers see both their own metrics and team-wide totals, with drill-down into the underlying quotes and disposition history. Rental pipeline performance, front and center, alongside every other CRM metric.

Rental Activity on Every Contact and Opportunity
‍Pending quotes, expired quotes, active contracts, and completed contracts are displayed directly on the CRM Customer FactBox and Sales Opportunity FactBox, with drill-down on every figure. Sales and service teams get a complete picture of a customer's rental history and pipeline without navigating away from the page they are already on.

Rental Estimates for Prospects
‍Early-stage conversations shouldn't stall because a customer record doesn't exist yet. Rental Estimates let salespeople build detailed rental quotes within the CRM pipeline for prospects and contacts before a customer is formally set up, with full rental lines, pricing, and a printable report. When ready, one click converts the estimate to a rental quote with all lines carried over automatically.

Create Rental Quotes and Tasks from Anywhere
‍Create Rental Quote and Create Task actions are placed directly on CRM contact lists, quote pages, and task cards so users can initiate and track rental activity from wherever they are already working. Full two-way navigation between tasks and rental quotes ensures nothing gets lost.

Won/Lost/Cancel Disposition Workflow
‍Every rental quote outcome is now documented. Winning a quote converts it to a rental contract and logs the win. Losing a quote prompts for a lost-reason code and archives the record. Every disposition creates a permanent log entry capturing document details, amounts, salesperson, and outcome. Configurable quote validity dates with automatic expiration calculation give every quote a clear deadline from the moment it is created.

Rental Quoting Directly from Sales Opportunities
‍Create rental quotes directly from a Sales Opportunity with contact information pre-populated and the quote linked back to the opportunity automatically. Rental revenue is tracked alongside sales revenue within the same opportunity, giving sales managers a complete picture of each deal's total value for accurate pipeline reporting and forecasting.

Your sales team shouldn't have to choose between managing the CRM and managing rental quotes. RUX Rentals with Advanced CRM unifies both. Book a demo to see it for yourself.

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