CRM Live

Accounts, contracts and billing designed for businesses that rent vehicles. Suppliers, brokers and corporate accounts sit in one place, from first contact to signed agreement to invoice. Run it under your own brand, as a separate tool or inside your existing system.

Companies, contacts and deals, organised for mobility

Company types for suppliers, brokers, travel agencies and corporate accounts, pipeline stages you configure, and tasks and messages on one card per company. The pipeline is weighted, so the number at the top of the board is a forecast you can defend.

CRM opportunities board: deals by stage from lead to won, with pipeline value and weighted forecast — Shown with sample data.

Win the deal and the agreement is drafted for you

Templates cover distribution, advisory, addendum and confidentiality agreements. When an opportunity is won, the agreement is generated from its template with the deal's own terms, versioned and tracked to signature. Documents stay with the relationship.

CRM contracts: agreement templates with how many agreements each produced, and the agreements created when deals are won — Shown with sample data.

Invoices and commissions, prepared and tracked

Invoices, subscriptions and commission statements are generated, tracked and reconciled here, each PDF carrying your brand. Money never moves through Movisure: payment stays between you and your partners.

CRM billing: subscriptions and invoices for won customers — Shown with sample data.

Rules do the chasing, and the copilot explains the numbers

A library of rules handles follow-ups, escalations and health alerts. Ask a question in plain language and every figure in the answer comes from approved, permission-checked data. When the data cannot answer, the copilot says so.

CRM automations: event-driven rules with their trigger, action, number of runs, last run and status — Shown with sample data.

A copilot that only says what the data can prove

The copilot is barred from inventing numbers and sees only what the person asking is allowed to see.

AI Copilot

It drafts summaries, follow-ups and account briefings from the record, using the deal history, the messages and the health scores, and leaves them for you to send. Nothing goes out until you approve it.

Ask Data

Questions in plain language about your pipeline, revenue and partners, answered only from approved figures for your own company.

Your permissions apply

The copilot works with the permissions of the person asking, so it only ever explains data that person can see.

Automations with judgement

Fixed rules do the chasing, such as reminders, escalations and health alerts, and the AI adds context on top. Anything that involves money follows fixed rules.

Projections are labelled. Estimates say "illustrative" on screen, and your own records never carry that label.

Also in the product

Company types: Suppliers, brokers, travel agencies, corporate accounts and more, each with a detailed company card.
Contacts and messages: People, roles and every conversation on the record, with the full picture shown by default.
Products and tasks: What you sell and what is due next, attached to the companies and deals they belong to.
From lead to customer: Leads convert with their history intact, and loyalty, scoring and partner health carry through the relationship.
Reports: Revenue, pipeline and relationship reports, built on the same approved figures the copilot uses.
On its own or embedded: Use it as a separate product or inside the Aggregation Platform with one login, the same data and your brand.

Your pipeline, under your brand

On its own or inside the Aggregation Platform, with the same data and your name on every document.

Get in touch Read the documentation