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 New Enquiries Into Loyal Clients
Fleet CRM software keeps every customer, question, and quote in one place, so no one is ever forgotten. It remembers who asked for a price, what you offered them, when to check back in, and every job you've done for them before. With AIQ Connect, it sits right next to your live fleet data, on your own server, under your own name, with no extra fee for each vehicle.
Track Every Lead and Question
Every phone call, email, and website question lands in one list instead of a notebook or someone's inbox. You can see who reached out, what they need, and which teammate is helping them. Nothing gets missed, so a customer who was ready to say yes never gets forgotten.
- Every lead and question in one place
- An owner and a next step for each one
- No more messages lost in an inbox
A Sales Pipeline You Can See
A simple board shows every deal and where it stands, from first question to quote sent to won. Drag a deal forward as it moves along. With one glance you can see how much work is coming, which deals are stuck, and where your team should focus today.
- A visual pipeline from question to won
- Drag deals between stages with a click
- Spot stuck deals and see expected value
Quotes With Built-In Reminders
Build a quote, send it, and the system reminds you to check back if the customer goes quiet. Most deals fall through simply because no one followed up. AIQ Connect keeps a reminder on every open quote, so your team calls at the right time instead of waiting for the customer to call first.
- Quotes made and sent from the client's page
- Automatic reminders on open quotes
- See which quotes are still waiting for a reply
Client History Next to Fleet Data
This is the part a regular CRM can't do. Open a client's page and see every job you ran for them, the trips, the deliveries, and the bills, right next to the emails and calls. When a client asks about a late delivery, you have the answer on the same screen instead of searching somewhere else.
- Calls, emails, and notes for every client
- Trips, jobs, and invoices on the same page
- All of it kept on your own server
A Look Inside the Fleet CRM Software
These are real screens from the self-hosted AIQ Connect system. Your clients, your server, your own brand name.
See Every Deal in One Glance
The pipeline board shows each deal as a card, sitting in whatever stage it has reached. Drag a card forward when a client accepts a quote, and the board updates for the whole team right away. One look tells you what's coming in, what's stuck, and who needs a call today.
- Every deal shown as a card in its stage
- Drag a deal forward as it moves along
- Spot stuck deals that need a nudge
Never Let a Client Go Quiet
The activity feed tells your team who to reach out to, and why. A quote still waiting for a reply, a client with no contact in two weeks, or a fresh question from your website all show up as a clear reminder. Deals stop slipping away just because everyone assumed someone else had already called.
- Follow-up reminders on every open quote
- Alerts when a client has gone quiet
- New website questions land straight in
Everything About a Client, One Screen
Open a client's page and see the whole story: the jobs you've run, how often they were on time, the money billed, unpaid invoices, and your last conversation. Because fleet CRM software keeps client records next to live fleet data, you can answer questions with facts in seconds and walk into every renewal fully prepared.
- Jobs, deliveries and invoices for each client
- Calls, emails and notes in one history
- Answer client questions with real facts
Self-Hosted AIQ Connect vs a Regular CRM Bolted On
Most fleet businesses use a general CRM that knows nothing about vehicles, or just a spreadsheet of clients. Here's how both compare to fleet CRM software running on your own server.
| Factor | Generic CRM or Spreadsheet | Self-Hosted AIQ Connect |
|---|---|---|
| Client record | Just contacts and emails | 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 | Done by hand, easy to miss | Automatic on every open quote |
| Where client data lives | Someone else's cloud | Your own server, for good |
| Branding | Vendor's logo, if any | Your logo and your website address |
| Pricing model | Monthly fee per user | One-time cost, no per-user fees |
From First Question to Repeat Client, in Four Steps
Running your own server sounds hard, but AIQ Connect does the hard part for you, so your team can start tracking clients on day one.
Capture
Every call, email and website question lands in your fleet CRM automatically.
Quote
Build and send a quote from the client's page, using real job and rate data.
Follow Up
Reminders tell your team who to check in with, 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, send out, track, and bill every delivery from one screen.
Explore solution3PL and Logistics
Manage many clients, vehicles and routes, each with their own client portal.
Explore solutionGPS Tracking Software
See where every vehicle is right now and look back at where it's been, all on your own server.
Explore solutionLast-Mile Delivery
Route planning, live tracking, and proof of delivery for the final stretch.
Explore solutionField Force Management
GPS attendance, job tracking, and productivity reports for field teams.
Explore solution