Customer Management

Know Every Customer. Serve Every Rental Better.

Renterra’s built-in CRM gives you a full picture of every customer—without spreadsheets, sticky notes, or separate tools. View rental history, contact info, documents, and account details in one place so your team can move faster and serve smarter.

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Auto-Build Your CRM from Everyday Work

No manual data entry required. Every quote, reservation, and order builds your CRM in the background—so it’s always accurate, always up to date.

Create customer accounts manually or via self-serve SMS/email intake forms

View key customer metrics: revenue, payment history, account age and more

Store drivers licenses, credit limits, insurance info, key forms, and more

Add notes, documents, and preferred items for quick reference

Streamline Communication and Approvals

From sign-up to order completion, every customer interaction is tracked and accessible.

Confirm account details before scheduling

Quickly see order history and contact info

Flag payment issues or expired documents

Improve customer support with full visibility

What Our Customers Are Saying

"We made the jump to Renterra last month and I can't say enough great things about their team. They truly value your input and are working daily to provide a great product and amazing service."

Brandon B

"Renterra has been hands down the best investment I have made for my business! It is the only software I have found that incorporates all aspects of my rental business into one convenient location. This is the future of the rental business and the edge I needed to keep happy customers and employees!"

Casey S

"It’s the whole ERP system and it’s seamless. It also has an app for use in the field. Renterra has been incredible."

Sam M

Frequently asked questions

Can I invite customers to fill out their own profile?

Yes—send a secure link by email or SMS, and they can fill out their contact info, license, and insurance details.

Can I track driver’s license, insurance, and payment information?

Yes—each customer profile stores license info, credit limit, insurance policies, payment methods, and more.

What happens if a license or insurance expires?

Renterra flags expired documents and makes that status visible at checkout or scheduling time. Automated notices can also be sent to customers so they’re aware and can update their documents before the next rental.

Build Stronger Customer Relationships with Less Work

See how Renterra helps your team stay organized, compliant, and ready to serve your best customers.

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