01
Add the personName, email, phone — email is required to send.
Resurve CRM
The lead becomes the customer.
A signed-in guest on your storefront can land as a lead. When they check out with a matching email, they convert. Your salespeople can also add a person and send a booking before that person has a Resurve account.
- Storefront leads
- Checkout converts
- Send a booking
Leads
The store can create the lead.
Sign-in on your store creates a lead. Anonymous visits do not.
- They were on my store. They are on Customers.
Convert
A real booking moves the CRM.
Same email on checkout, POS, or a sales invite — the lead becomes booked. No fuzzy name match. If the system is unsure, your team confirms.
- Same email — the lead row linked to the booking.
Sales
Send the booking before they have an account.
Add the lead, choose the car and dates, send. They get email to complete the booking. If they have no account yet, they create one and land on that rental — form, payment, done.
- I quoted on WhatsApp. I sent the booking in Resurve.
Automation inside the products
What happens by itself
You still do the calling. The record moves when Resurve is sure.
The store can create the lead
A signed-in guest can land in Customers. A visit alone does not.
The same email on checkout converts them
Matching email on checkout, POS, or a sales invite converts the lead. Your team confirms when unsure.
- They paid. The CRM already moved.
How it runs
How a sales booking completes
02
Send the rentalCar, dates, places. They get a link, not a PDF quote only.
03
They finish on ResurveAccount if needed, then the form and payment on that booking.
CRM questions
Signed-in store visits can create leads. Exact email on checkout or a sent booking converts them. Walk-in names and outreach stay with your team.
Start
Create the account. Share the link.
Add the fleet, take the booking, run the file. Resurve is the store, the checkout, and the next job — in one place.