We've built this from the inside — a complete Salesforce platform for one of Canada's largest trailer leasing operations. We know the leasing lifecycle, the fleet complexity, and the integration challenges because we've lived them.
We've seen what breaks when leasing companies try to force generic CRM tools to do industry-specific work.
Trailer location, condition, lease status, reefer unit readings, and service history living in five different places — or on paper. Nobody has the full picture when a customer calls.
Reservations converted to leases by hand, pickup and drop-off documents printed and signed on paper, lease agreements emailed as attachments. Every step is a chance for something to fall through the cracks.
Finance teams chasing invoices without visibility into which customers are over their credit limit, which certificates of insurance have expired, or which accounts are past due — until it becomes a real problem.
The ERP holds the financial data. The CRM holds the customer relationships. Sales doesn't know what operations knows. Nobody knows what finance knows. Decisions get made on stale information.
Temperature-controlled units have their own service requirements, usage tracking, and billing implications — but most systems treat them as a footnote on the trailer record, if at all.
Utilization reports, yard availability, missing trailer tracking, transfer requests — all managed through email threads and shared spreadsheets that nobody fully trusts.
Every module we build connects to the others. Because in leasing, nothing happens in isolation.
Reservation to lease conversion, yard availability reporting, quick lease creation, pickup and drop-off documentation in English and French, DocuSign integration, and full lease history — all inside Salesforce.
Full trailer records with classification, characteristics, utilization metrics, location and condition tracking, lease history, and certificate of insurance management. Delivery requests, transfers, and missing trailer cases all handled in one place.
Temperature-controlled units tracked as distinct records linked to their trailers — unit type, service history, usage data, and billing integration. Built for the operational reality of running a reefer fleet, not bolted on as an afterthought.
Customer onboarding workflows, AR dashboards with real-time aging summaries, automated AR alerts before accounts go critical, certificate of insurance tracking with expiry alerts, and phone integration so your AR team has full context on every call.
15+ case types purpose-built for leasing operations — damaged trailers, missing trailers, motor vehicle accidents, emergency road service, insurance requests, billing disputes, legal cases, delivery cases with mobile driver view, health and safety incidents, and more.
Trailer financials, lease charges, sales history, aging summaries, utilization data, and customer credit ratings flowing from your back-office system into Salesforce in real time. Sales, AR, and operations all working from the same numbers.
Service request intake, work order creation, task scheduling and resource assignment, timesheet tracking, and parts inventory visibility by branch — so your shop knows what's on hand before they start a job.
Full sales lifecycle from lead to opportunity to quote, with customer rate tables, account plans, opportunity splits, campaign tracking, and dashboards for sales leaders and reps. A 360-degree customer view that connects sales history to active leases.
This platform was built and refined over four years at one of Canada's largest trailer leasing operations. Every module was tested against real operational complexity — not a demo environment.
"From reservation to lease close, reefer unit tracking to emergency road service cases — every part of the leasing lifecycle runs through Salesforce. One platform. One source of truth."
The equipment changes. The process doesn't. Reservation management, lease lifecycle, fleet tracking, utilization reporting, AR management, work orders — these challenges exist whether you're renting trailers, forklifts, cranes, or construction equipment.
We understand the leasing model deeply enough to configure Salesforce around your actual workflows — not the other way around. If you're in the equipment leasing or rental business, we'd like to understand your operation.
Equipment types we understand