Storefront can create the lead
A signed-in guest on your store can land in Customers. A visit alone does not pretend they are qualified.
Automated CRM
Keep the conversation.Win the booking.
Keep enquiries, customer details and bookings together. Follow up with a prepared booking link, then pick up the relationship where you left it next time.
- Storefront leads
- Checkout converts
- Send a booking
Leads
The store can create the lead.
Keep signed-in storefront enquiries and contacts your team adds in one place. Give every follow-up a record to return to.
“They were on my store and now they are on Customers.”
How leads enter Customers
Add a lead by hand
Sales adds a name, an email, and a phone for outreach you still own.
Calling stays human
Resurve does not sync your phone. You do the WhatsApp. The record moves when the booking is real.
Convert
A real booking moves the CRM.
When a matching customer books, their enquiry and booking connect. If the match needs a decision, your team stays in control.
“Same email, and the lead row linked to the booking.”
When convert is automatic
An exact email converts
A checkout, a POS payment, or a sales invite with the same email turns the lead into booked.
Only when Resurve is sure
A similar name never converts on its own. An unclear match waits for your team.
You can say not this person
Wrong link? Reject it. Resurve will not silently re-apply that pair.
Sales
Send the booking before they have an account.
Choose the car and dates, then send a prepared booking. The customer opens the link and finishes the details, forms and available payment steps.
“I quoted on WhatsApp, then sent the booking in Resurve.”
Invite booking by email
From quote to booking
Stop retyping WhatsApp quotes into a calendar. Send the rental from Customers.
They get the link
The email carries the link to finish that booking.
They finish on Resurve
Form, payment, confirmation, on the booking you prepared.
Keep exploring · Bookings
Every channel writes one schedule.
Change the dates on the rental and keep its payments and forms together. Your team works from one updated booking.
“I can see the whole week on one screen.”
One schedule for the cars
One fleet calendar
The store, POS, and bookings you send hold dates on the same vehicle.
Every channel writes here
You are not running a wall calendar plus an inbox.
Reschedule on the rental
A date change stays on that rental, so payment and forms follow.
Keep exploring · Automated Storefront
Your storefront goes live. Then it gets better.
Resurve looks for what is holding your page back and prepares the change. Review the suggestion, approve it, and keep your day moving.
“My website finally keeps up with my business.”
From a suggestion to a better page
Find what needs attention
Search visibility, traffic and page checks help identify where your storefront could work harder.
See the change before it goes live
Review the proposed wording or page improvement in Resurve. You decide what to publish.
Keep improving without rebuilding
Your booking link stays the same as approved changes improve the page behind it.
Automation inside the products
What happens by itself
You still make the call. The record moves when Resurve is sure.
The store can create the lead
A signed-in guest can land in Customers. A visit on its own does not.
The same email on checkout converts them
A matching email on checkout, POS, or a sales invite converts the lead. Your team confirms when it is unsure.
How it runs
How a sales booking completes
01
Add the personName, email, phone. The email is required to send.
02
Send the rentalCar, dates, and places. They get a link, not a PDF quote only.
03
They finish on ResurveAn account if needed, then the form and payment on that booking.
CRM questions
Does the CRM update itself?
A signed-in store visit can create a lead. An exact email on checkout or a sent booking converts them. Walk-in names and outreach stay with your team.
Can sales add a lead by hand?
Yes. Customers can be added as a lead. From that row you can send a booking if there is an email.
What if they do not have a Resurve account yet?
The email still goes out. Opening the link asks them to create an account, then returns them to that booking to finish the forms and payment.
Why do you need email to send a booking?
The guest has to receive the link and match the rental. Without an email, keep them as a lead and book at POS when they arrive.
Start
Create the account. Share the link.
Add the fleet, take the booking, and run the file. Resurve is the store, the checkout, the counter, and the next job, in one place.