Fleet CRM Software for Customer & Vendor Management
Fleet CRM Software manages customers, vendors, contracts, invoices, payments, and portals in one platform to improve service and business efficiency.
Customers & Vendors
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Fleet CRM Software That Turns Enquiries Into Long-Term Clients
Fleet CRM software keeps every customer, enquiry and quote in one place, so no lead goes cold and no client feels forgotten. It tracks who asked for a price, what you quoted, when to follow up, and every job you have done for them. With AIQ Connect it sits right next to your live fleet data, on your own server, under your own brand, with no fee per vehicle.
Lead and Enquiry Tracking
Every phone call, email and website enquiry lands in one list instead of a notebook or someone's inbox. You can see who got in touch, what they need, and who on your team is looking after it. Nothing slips through the cracks, so a customer who was ready to buy never gets forgotten.
- All leads and enquiries in one place
- Owner and next step on every lead
- No more enquiries lost in an inbox
Sales Pipeline You Can See
A simple board shows every deal and the stage it is at, from first enquiry to quote sent to won. Drag a deal forward as it moves along. In one look you can see how much work is coming, which deals are stuck, and where your team should spend the day chasing.
- Visual pipeline from enquiry to won
- Drag deals between stages in a click
- See stuck deals and expected value
Quotes and Follow-Up Reminders
Build a quote, send it, and the system reminds you to chase it if the client goes quiet. Most deals are lost simply because nobody followed up. AIQ Connect keeps a reminder on every open quote, so your team calls back at the right time instead of hoping the customer calls first.
- Quotes built and sent from the client record
- Automatic follow-up reminders on open quotes
- See which quotes are still waiting on a reply
Client History Next to Fleet Data
This is the part a normal CRM cannot do. Open a client and see every job you ran for them, the trips, the deliveries and the invoices, right beside the emails and calls. When a client asks about a late delivery, you have the answer on the same screen instead of hunting in another system.
- Calls, emails and notes on every client
- Trips, jobs and invoices on the same record
- All of it on your own self-hosted server
Inside the Fleet CRM Software Console
Live screens from the self-hosted AIQ Connect platform. Your clients, your server, your brand.
See Every Deal at a Glance
The pipeline board shows each deal as a card in the stage it has reached. Drag a card forward when a client accepts a quote, and the board updates for the whole team. One look tells you what is coming in, what is stuck, and who needs a call today.
- Every deal as a card in its stage
- Drag a deal forward as it progresses
- Spot stuck deals that need chasing
Never Let a Client Go Quiet
The activity feed tells your team who to contact and why. A quote waiting on a reply, a client with no contact for two weeks, or a fresh enquiry from your website all appear as a clear reminder. Deals stop slipping away simply because everyone assumed someone else had called.
- Follow-up reminders on every open quote
- Alerts when a client has gone quiet
- New website enquiries land straight in
Everything About a Client on One Screen
Open a client and see the whole story: jobs you have run, on-time record, money billed, unpaid invoices, and the last conversation you had. Because fleet CRM software keeps client records beside live fleet data, you answer questions with facts in seconds and walk into every renewal well prepared.
- Jobs, deliveries and invoices per client
- Calls, emails and notes in one history
- Answer client questions with real data
Self-Hosted AIQ Connect vs a Generic CRM Bolted On
Most fleet businesses run a general CRM that knows nothing about vehicles, or a spreadsheet of clients. Here is how both compare to fleet CRM software on your own server.
| Factor | Generic CRM or Spreadsheet | Self-Hosted AIQ Connect |
|---|---|---|
| Client record | Contacts and emails only | Contacts plus jobs and trips |
| Sees your fleet data | No | Yes, same system |
| Quotes from job data | Typed in by hand | Built from real trip and rate data |
| Follow-up reminders | Manual, easy to miss | Automatic on every open quote |
| Where client data lives | Vendor's cloud | Your own server, permanently |
| Branding | Vendor logo, if any | Your logo and your domain |
| Pricing model | Per-user monthly fee | One-time license, no per-user fees |
From First Enquiry to Repeat Client in Four Steps
Self-hosting sounds heavy. With AIQ Connect the heavy part is done for you, and your team can start tracking clients on day one.
Capture
Every call, email and website enquiry lands in your fleet CRM automatically.
Quote
Build and send a quote from the client record, using real job and rate data.
Follow Up
Reminders tell your team who to chase, so no quote is left hanging.
Keep
Jobs, invoices and calls build one record that keeps clients coming back.
AIQ Connect Solutions Beyond Fleet CRM
One self-hosted platform, white-labeled for your business. Explore the full suite.
Fleet Finance and Billing
Turn won deals into invoices, with auto-billing from real trip data.
Explore solutionTransport Management Software
Plan, dispatch, track and bill every consignment from one screen.
Explore solution3PL and Logistics
Manage multiple clients, vehicles and lanes with their own client portals.
Explore solutionGPS Tracking Software
Live location, route history and reports for the whole fleet on your own server.
Explore solutionLast-Mile Delivery
Route planning, live tracking and proof capture for final-mile drops.
Explore solutionField Force Management
GPS attendance, job tracking and productivity reports for field teams.
Explore solution