Reservations for a period
Check resource occupancy and the required quantity throughout the rental, including overlapping orders.
RENTAL PERIOD · HANDOVER · RETURN
CRM for rental businesses
Check available quantities throughout the rental period. Connect the reservation, handover, return inspection and payment records in one order.
For equipment and inventory rental businesses
ORDER WORKFLOW
Bicycle and riding kit
- Quantity
- 1 kit
- Rental period
- 2 days
- Next step
- Check the return
- 01Reserve
- 02Prepare
- 03Hand over
- 04Return
- 05Reconcile
01 / EVERYDAY WORK
Check inventory across the entire rental period
Availability at the start does not establish availability for the full rental. After handover, staff need the return date, kit condition and payment history.
Quantities and kit contents
Record the inventory and reservation quantity. Keep handover details in the order for the return check.
Handover inspection
Record the handover and original condition with photographs and a checklist.
Expected and actual return
Record returns separately from handovers. Overdue inventory remains occupied until it is returned.
Deposit and payment records
Keep payment information in the order. Recording a deposit in CRM does not automatically place a hold on a bank card.
Customer history
Open previous orders, handover and return records, and recorded payments when a customer comes back.
02 / WORKFLOW
From reservation to returned inventory
An example rental. Configure your resources, quantities and services, then check one complete rental cycle.
- 01
Reservation
Check the full rental period
Choose an available item for the customer's dates and create a reservation. The item and period are linked to the order.
The schedule shows when the item is booked.
- 02
Preparation
Prepare the item for collection
A staff member checks the equipment and condition against a checklist. Photos are saved in the order before handover.
The equipment list and initial condition are documented.
- 03
Handover
Record collection by the customer
Record the handover, expected return and payments. Colleagues can open the order to review the rental details.
The team knows who has the item and when it is due back.
- 04
Return
Check condition and equipment
Open the handover materials when the item returns, inspect it and save the result.
The return inspection shares the same history as the handover.
- 05
Completion
Close the rental and review payments
Complete the order after checking the return. The rental period, materials and recorded payments stay in the customer's history.
The team has a complete record of collection and return.
03 / SETUP
Check your own workflow
- 01
Add inventory
Set up rental resources and available quantities.
- 02
Configure terms
Define services, durations and prices.
- 03
Check a handover
Reserve inventory, hand it over and record its return.
04 / PRICING
Try your workflow first
Create an organization, set up resources and services. The final subscription price and available payment methods are shown before purchase.
Terms of useCLIENTORA CRM
14,990 ₽
per 30 days · RUB
14 days to explore the service
Set up your workspacePayment methods and availability in your country depend on the connected payment provider.
How is availability checked for several days?
The selected period and quantity are checked against overlapping resource bookings, rather than only the start of the rental.
What happens with an overdue return?
Handed-over inventory stays occupied until it is returned. Staff record the actual return and reconcile payments.
Can I record condition at handover and return?
Yes. Add photos and inspection checks to the order so staff can review the history of the same inventory.
Does CRM automatically hold a deposit on a card?
A deposit record and a bank-card hold are separate operations. This page describes the order record. Check the capabilities of your connected payment method for bank operations.
CLIENTORA / RENTAL
Check one complete rental cycle
Choose the Rental profile, reserve inventory for a period, record the handover and check its return.
FOR YOUR BUSINESS
Choose your workflow
01
CRM for car detailing
From the first booking to vehicle handover. Plan bay and technician availability, record inspections and pass each order between staff with its work history attached.
Explore 02CRM for rental businesses
Check available quantities throughout the rental period. Connect the reservation, handover, return inspection and payment records in one order.
Explore 03CRM for entertainment centres
Plan sessions and capacity, book places for a group or reserve an exclusive venue. Give administrators and hosts the booking details and record attendance.
Explore