Order from a PDF, Excel or audio with AISeveral versions of one quoteAlert for overdue returnsConsignment stock split by owner %Rental insurance on the orderMargin per projectKnow when the client opens your emailMarket price research for gearChat with clients in the portalKanban opportunity pipelineAudit log: who did what and whenOrder from a PDF, Excel or audio with AISeveral versions of one quoteAlert for overdue returnsConsignment stock split by owner %Rental insurance on the orderMargin per projectKnow when the client opens your emailMarket price research for gearChat with clients in the portalKanban opportunity pipelineAudit log: who did what and when

Bulk returns by item conditionDuration-based rate templatesTransfer stock between warehousesCrew holidays and sick leaveSupplier invoices and paymentsQuotes in other currenciesTurn a client email into an orderYour own domain for your siteQuote viewed, not signed: call alertConnect Gmail, Outlook or iCloudBulk returns by item conditionDuration-based rate templatesTransfer stock between warehousesCrew holidays and sick leaveSupplier invoices and paymentsQuotes in other currenciesTurn a client email into an orderYour own domain for your siteQuote viewed, not signed: call alertConnect Gmail, Outlook or iCloud

Reusable order templatesBill working days, skip weekendsPrint QR labels in bulkSEPA remittances with mandatesDocuments in the client's languageAsk Neo about your businessWorkflows triggered by webhooksFollow up unanswered quotesSign deliveries by scanning a QRReusable order templatesBill working days, skip weekendsPrint QR labels in bulkSEPA remittances with mandatesDocuments in the client's languageAsk Neo about your businessWorkflows triggered by webhooksFollow up unanswered quotesSign deliveries by scanning a QR

Team chat channels with @NeoRefundable deposit per itemIncidents block item availabilitySales receipts50+ customizable invoice templatesYour own /commands for NeoClients see gear out and overdueRental contracts with signatureImport items and contacts from ExcelTeam chat channels with @NeoRefundable deposit per itemIncidents block item availabilitySales receipts50+ customizable invoice templatesYour own /commands for NeoClients see gear out and overdueRental contracts with signatureImport items and contacts from Excel

CRM: opportunities and sales follow-up

Know which opportunities need your attention.

See which proposals are awaiting a reply, who owns the follow-up and what comes next. For equipment hire and event services.

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Built around how you work.

Four things CRM does for your team.

See what is moving.

Organize equipment hire and service enquiries in stages. See what needs a quote, what is awaiting a reply and what has been confirmed.

Prepare the job with what you have already agreed.

Link the opportunity to its project so the customer, quote and outstanding tasks stay at hand as you prepare the job.

Know who follows up next.

Link a follow-up task to the opportunity, with an owner and a due date. Keep the next call or proposal review with the deal.

Review the whole pipeline.

Find the opportunities that need attention by their current stage.

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Take the next sales step from your phone.

Ask Neo to prepare an opportunity from the email, or add a follow-up task to your schedule. The request can move forward while you're away from the office.

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Explore connected products

What works hand in hand with CRM.

ContactsCustomers, suppliers and leads with addresses, contact people and terms.
ProjectsProjects with linked orders, equipment, crew and finances.
TasksTasks and schedule linked to orders, documents and contacts.
Filmo OSDiscover the entire platform here.

Continue the job

Prepare the quote

Use the equipment and services in the job.

Plan the job

Coordinate the preparation, dispatch and return.

Frequently Asked Questions

Quick answers to common questions about how Filmo works, what it costs and how teams get started.

Start with a 14-dayfree trial of Filmo.

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