Notion Gear Rental, Sales, & Labor CRM

Streamline your rental and sales business with this affordable and intuitive CRM, built specifically for small businesses and independent owner-operators. Say goodbye to double booking and missed deadlines with our comprehensive solution. Using Notion's beautifully designed system, and compatible with the free-to-use version of Notion, this CRM is a pleasure to use.

Key Features:

• Orders Tracking: Easily manage your orders with our detailed tracking system, featuring Timeline Views and a summary of each year on the Orders Page.
• Inventory Management: Keep track of your gear and inventory in a single, accessible location.
• Labor Tracking: Log your hours on-site and stay organized with our easy-to-use system.
• Seamless Database Integration: Each database in this workspace speaks to each other, making it easy to find the answers you need to meet your deadlines.
• Accessible on Computer and Smartphone: Access your workspace from anywhere, anytime, and stay productive on the go.

Comprehensive Databases

Our CRM includes the following databases, designed to help you manage your business efficiently:

• Orders: The heart of this CRM, the Orders database allows you to track rentals, sales, labor costs, shipping costs, and other data points to control billing and profitability. With seamless connections to other databases, this hub provides granular control over your business operations. Accounts: Track your regular business and client relationships, including contact and insurance information, categorization by relationship type (Customer, Vendor, etc.), and profit tracking. Key Features of the Orders Database:
  • Detailed Billing: Parse subtotals, clear gross, and estimated net profits, track discounts, and features a customizable "Days Billed" system.
  • Availability Tracking: Avoid double booking with our "Available" system, which takes into account item availability, dates, and overlapping orders.
  • Customization: Roll up all relevant data into a single page, making it easier to scale your business to any size.
• Contacts: Connect accounts with individual contacts, categorized by relationship type. Use this database to manage your contact list, identify new contacts, and potentially create a "Do-Not-Contact" list, or other lists as you deem necessary.
• Inventory: A robust system that includes two Databases:
  • Item Header: Basic information about your gear, such as name and description, and rolling up quantity and other information, like if one or more items are in repair.
  • Specific Items: Detailed status and availability tracking for individual items, including connections to other databases.
• Warehouse: Track the movement of items in and out of your possession, including:
  • Daily tracking of incoming and outgoing orders.
  • Status updates for each order ("Filled, Out, Returned", “Partially Returned”, “Reserved”, etc.).
  • Notation for damaged or missing items.
• Purchase Orders: Track your larger purchases, such as new inventory, subrentals, and miscellaneous items, and connect them to other databases.
• Labor: Track hours worked by yourself or contractors, including:
  • Automatic calculation of costs based on different standards. Includes 8hr, 10hr, and No OT Standards.
  • Input of the base hourly rate for easy calculation.
• L&D (Loss and Damage): Create damage logs to temporarily remove items from inventory and connect them with orders, purchase orders, and the item in question. Track costs, time, and other relevant details for future reference.
• …& Others!: Additional databases tailored to your business needs, providing further support for comprehensive management.

Scale your rental business to new heights with this CRM, designed to streamline your operations and improve customer satisfaction. Focus on what matters most - serving your customers.

For a full walkthrough of this workspace's major and minor features, check out the Tutorial series made for this workspace to limit the learning curve and transition process to move towards your new CRM.

https://www.youtube.com/playlist?list=PLzd3dvFheRJKoypPehDzSbccGewbSGMHO

As always, if you have any customer support questions, comments, or concerns, please leave a review or get in touch with me on Instagram at https://www.instagram.com/the_nick_oftime/?hl=en

Happy to respond to anything you may have to say.