- LIVE WEBINAR • EQUIPMENT RENTAL
From Rentals to Relationships: Why CRM Matters in Equipment Rental
Most rental businesses manage equipment efficiently but customer relationships drive long-term revenue. Discover how CRM-powered rental operations improve lead conversion, customer retention, forecasting, and business growth.
- Microsoft Dynamics 365
- AI Powered
- Cloud Based
- CRM
- WHY YOU SHOULD JOIN
What You Walk Away With
Practical, demo-backed answers to the growth questions every rental business asks.
01
Capture Every Inquiry
Every rental inquiry becomes a trackable opportunity — no lead is lost to a busy inbox or one person’s memory.
02
Single Customer View
Past rentals, contracts, quotes, service history, and every conversation — all in one place.
03
AI Opportunity Scoring
Improve quote-to-order conversion by focusing on the deals most likely to close.
04
Revenue Forecasting
Predict renewals and future growth with a pipeline visible across sales, service, and finance.
05
Real-Time Inventory
Live visibility of asset availability, location, and utilization — before you quote.
- AGENDA
45 Minutes,
Zero Fluff
A tight, demo-first session designed for busy rental leaders. See the platform in action, then ask your questions live.
30 min
Live Demo
10 min
Q&A
5 min
Next Steps
🧭
The Relationship Gap
Why asset-focused rental businesses leave revenue and repeat customers on the table.
🖥️
Live CRM Demo
Capture an inquiry, build a single customer view, and move from inquiry to opportunity to quote to rental order on one platform.
📊
Pipeline Visibility
From data to decisions: see every deal, stage, and contract renewal at a glance.
📈
Revenue Forecasting
Forecast future revenue with confidence — visible across sales, operations, service, and finance.
🎤
Live Q&A
Ask Mayank Joshi anything — and get a clear next step to see it on your own operation.
Who Should Attend?
- Rental Owners & Executives
- Sales & Customer Teams
- Operations & Inventory
- Finance & Accounting
- IT & Systems Leaders
- Rental Dispatch Teams
- Rental Service Teams
- Modernization Teams
For rental teams across the USA, Canada, UK, and GCC.
“
★★★★★
“PREXA365 gave our sales team one view of every customer. Quotes go out the same day, and nothing falls through the cracks anymore.”
RS
Rental Sales Director
Heavy Equipment Rental Co.
★★★★★
“We stopped losing inquiries the day we went live. Every lead, quote, and follow-up is tracked — and our conversion rate shows it.”
OM
Operations Manager
Event & Party Rentals
★★★★★
“Forecasting used to be a spreadsheet guess. Now sales, service, and finance all work from the same live pipeline.”
FD
Finance Director
Construction Equipment Rental
- FAQ
Frequently Asked Questions
Who should attend?
−
This session is built for equipment rental owners and executives, sales and customer-facing teams, operations and inventory managers, finance leaders, IT decision makers, and dispatch and service teams — anyone involved in growing rental revenue.
Will a recording be available?
−
Yes. Every registrant receives the full session recording by email — so register even if you can’t attend live.
Is it free?
−
Yes — the webinar is completely free. Seats are limited, so reserve yours early.
Can multiple team members join?
−
Absolutely, we encourage teams to attend together. Each attendee just needs their own registration so they receive the invite.
Do I need Microsoft Teams?
−
No. The session runs on Microsoft Teams Events and you can join directly from your browser — no Teams account or app required.
- DON’T MISS OUT
Transform Rental Operations with CRM
Reserve your spot today 15 September 2026, 12:00 AM EST, live on Microsoft Teams.