Meet the New CRM
Inside RentKit
All your rental customer conversations, across every channel, now live in one CRM inbox directly inside RentKit. View and manage every customer and prospect interaction without ever leaving your core rental platform.
Instant access in your RentKit account • We handle the initial setup
Every Conversation, Finally in One Place
The new CRM section pulls together all customer communications so your team can move faster, respond smarter, and never lose the context of a conversation.
Conversations
Sarah Mitchell
SMSCan we add 4 round tables to Saturday's event?
Mike Rodriguez
EmailInvoice #1847 - payment sent via Zelle
Jessica Chen
WhatsAppWhat linens do you have in ivory?
David Thompson
InstagramNeed to reschedule pickup to Monday
Sarah Mitchell
via SMS
AI Suggested Action
Add 4x Round Table to Invoice #1852 - Click to apply
Sarah Mitchell
Elegant Events Co.
Balance
$2,450.00
Credit
$500.00
Active Invoices
Every Channel, Zero Tab-Switching
Consolidate every touchpoint so anyone on your team can pick up right where the last interaction left off.
Text Messages
Track SMS conversations for quotes, delivery updates, and last-minute changes.
Email Threads
See full email history with event clients and leads at a glance.
Connect with customers on the world's most popular messaging app.
Social Messages
Capture DMs and social inquiries from Facebook and Instagram in the same centralized timeline.
Phone Calls
Log and review inbound and outbound calls directly in the contact record.
AI That Keeps Your Invoices in Sync
When a customer messages you requesting an order or service change, RentKit's built-in AI can update their invoice instantly - no manual edits, no back-and-forth, no delays.
Instant order adjustments based on customer messages
Accurate, up-to-date invoices without manual data entry
Reduced billing errors and fewer disputes
More time for your team to focus on events and customers
Modify Item Quantities
Customer texts "Can we add 20 more chairs?" - AI detects the request, finds the right invoice, and pre-fills the change for one-click approval.
Add or Remove Items
AI matches free-text item mentions to your actual inventory using smart fuzzy search, then stages the line-item change.
Update Dates & Times
"Can we move delivery to Saturday at 10am?" - AI parses the new date and time and queues the update.
Draft Replies
A professional response is auto-generated based on conversation context, ready to review and send in one click.
Internal Notes
Important details from conversations are captured as internal notes on the invoice, creating a full audit trail.
Full Customer Context, Right Next to the Conversation
No more flipping between screens to check a balance or find an invoice number. Everything your team needs is visible alongside every conversation.
Outstanding Balance
See what the customer owes at a glance - highlighted in red when past due.
Account Credit
Available credit is displayed alongside balance so you never lose track.
Active Invoices
Every open invoice listed with quick-action buttons to edit or send a payment link.
Recent Order History
The last 10 closed invoices give you instant context on repeat customers.
Contact Details
Email, phone, address, tags, and acquisition source - synced between CRM and RentKit.
Do Not Disturb
DND status is surfaced so your team respects communication preferences.
Your CRM Contacts & RentKit Customers - Linked Automatically
RentKit automatically matches CRM contacts to existing customers by email and phone number. For unmatched contacts, bulk-create CRM entries from your customer list in one click.
Auto-match contacts by email or phone
Bulk-create CRM contacts from your customer list
Manual matching for edge cases
Bi-directional sync keeps everything current
CRM Contact
Sarah Mitchell
sarah@elegantevents.com
RentKit Customer
Sarah Mitchell
Elegant Events Co.
Quick-Reply Snippets
Save time on repetitive responses. Create a library of reusable snippets for common questions - availability, pricing, delivery details - and insert them in one click.
Snippets are shared across your team so everyone responds with consistent, professional messaging.
Availability Check
Thanks for reaching out! Let me check availability for those dates and I'll get back to you shortly...
Payment Confirmation
We've received your payment - thank you! Your order is confirmed for...
Delivery Details
Our team will arrive between [TIME] and [TIME]. Please ensure the delivery area is accessible...
Start Using the New CRM Today
The CRM section is already live in your RentKit account. Just log in and follow these steps.
Log In
Log in to your RentKit dashboard - the CRM section is in your main navigation.
Open CRM
Navigate to the new CRM section. If you already have a GHL account, click to get set up with the integration.
We Handle Setup
Our team handles the initial configuration and schedules a training call to walk you through everything.
Start Messaging
Conversations flow in immediately. AI starts analyzing messages and suggesting invoice actions.
Want a walkthrough for your team? Schedule a quick training session
Simple, Transparent Pricing
One flat monthly fee plus low per-message costs. No hidden fees, no contracts, cancel anytime.
Plus usage-based messaging
Centralize Communication. Reduce Manual Work.
We're excited to help you deliver a better experience for every event and customer. Log in to your RentKit account to get started, or schedule a walkthrough with our team.