Smart Elevator / CRM
An elevator CRM that knows
which lifts the deal is about.
Enquiries, building contacts, AMC renewals, quotations and follow-ups in one place, with every record tied to the actual units and contracts your team services. Built to your specification by RnD Square, alongside your operations, ERP and accounting.
Where the revenue leaks
Most elevator companies sell well
and track it badly.
The sales work happens. The record of it does not. Enquiries scatter across phones, quotes live in personal folders, and the AMC book is held together by one person who knows which buildings renew in March. Every gap in that record is a contract that lapses or a quote that never gets chased.
Enquiries live in inboxes
A new building enquiry arrives by phone, WhatsApp or email and stops at whoever picked it up. There is no queue, no owner and no way to tell on Friday which enquiries went cold this week.
AMC renewals are remembered, not tracked
Contracts renew because someone recalls the date. When that person is on leave or leaves the company, the contract lapses quietly and the first sign of trouble is a building that stops paying.
Quotations sit in personal folders
Each engineer builds a quote in their own spreadsheet with their own rates. Nobody can answer what was quoted to that society last year, or why the price moved.
The CRM does not know what a lift is
Generic sales tools model a company and a deal. They cannot tell you that this contract covers four units in one tower, two of which are out of warranty and one of which has three open complaints.
How the records are structured
Accounts, buildings, units,
contracts.
The data model is the reason this works. A CRM designed for software deals collapses everything into one company record. An elevator business needs the paying party, the physical building, the people on site and the individual units kept apart, because contracts, complaints and invoices attach at different levels.
| What the record tracks | Lift-aware CRM | Generic CRM |
|---|---|---|
| Smallest unit of the deal | Individual lift unit | A company or a deal line |
| AMC renewal date and notice | Held on the contract, alerts owner | A note in a field, if at all |
| Warranty and service history | Attached to the unit | Not modelled |
| Building versus paying party | Kept apart, many sites per account | Collapsed into one record |
| Quote to contract to billing | One database, no re-keying | Export and re-enter elsewhere |
Account
The paying party: a builder, a facility management firm, a housing society, a hospital group. Carries credit terms, billing address and the accounts contact.
Site or building
The physical address where lifts are installed. One account can hold many sites, and one site can hold lifts sold under different contracts.
Contact roles
The facility manager, the security desk, the society secretary, the purchase head. Each with their own role, contact preference and what they are allowed to see in the portal.
Lift unit
The actual equipment. Controller type, capacity, install date, warranty window, service history. Every CRM record resolves down to units, not to a vague line item.
Contract
The AMC or comprehensive agreement covering a set of units. Term, value, visit frequency, escalation clause, renewal date and notice period.
Opportunity
New installation, modernization, repair or renewal. Linked to the site and, where relevant, to the exact units being quoted.
Enquiry to contract
One path from a phone call
to a signed AMC.
Six stages, each with an owner and a next action. The stages themselves are yours. If your team qualifies before surveying, or routes modernization quotes through a technical reviewer, the pipeline is built that way.
Captured in one queue with a source tag and an owner.
Site, unit count and controller types recorded for the engineer.
Built from your rate card, versioned, approval routed.
Won quote writes the contract, schedule and billing cycle.
Enquiry captured
Web form, phone log, portal request, technician referral or a dealer submission lands in one queue with a source tag and an owner.
Qualified and surveyed
Site details, unit count, controller types and access notes recorded. A site survey task goes to the engineer with everything already filled in.
Quoted
Quotation built from your rate card and templates, versioned, with approval routing for anything outside standard pricing.
Follow-up
Scheduled follow-up tasks with reminders. Every call, email and site visit logged against the opportunity so the next person has context.
Negotiation and approval
Revised versions kept side by side. Internal approval for discounts. Customer sign-off captured digitally or by uploaded document.
Converted to contract
A won opportunity writes the contract record, creates the maintenance schedule in operations and opens the billing cycle in accounts. No re-keying.
Show us how your team quotes and renews today. We will show you the screens that would replace it.
Book a scoping call →AMC renewals
The book you already have
is the easiest revenue to lose.
A lapsed AMC costs more than a lost enquiry. The building is already yours, the technicians already know the route, and the margin is already proven. Renewals lapse because nobody owned the date, not because the client wanted to leave.
The renewal pipeline treats every expiring contract as a deal with an owner and a clock, and it opens with the service record for that building already attached, so the conversation is informed.
Renewal window alerts driven by contract term and notice period, not by a person remembering
Per-owner renewal boards showing quoted, negotiated, signed and lapsed
Escalation percentages applied automatically when the contract defines them
Renewal quotes prefilled from the expiring contract and adjusted for scope changes
Lapse reasons captured so you can see whether you lose contracts on price, service or a competitor
Visibility of service performance on the contract before the renewal conversation starts
Customer portal
Give the building manager
a screen instead of your number.
A large share of the calls into an elevator office are status questions that a client could answer themselves. The portal answers them, and it doubles as the place where quotations get approved and complaints get raised, which puts those events into the record automatically.
- Every enquiry has an owner and a next action
- Renewal dates alert before the notice period closes
- Quotes version from your rate card, not personal spreadsheets
- A won quote writes the contract and opens billing
- Complaints and visits log against the exact unit
- Branches and dealers see only their own book
Their lifts
Every unit at the building with status, last service date and next scheduled visit.
Contract status
Term, coverage, visit frequency and the renewal date, visible without a phone call.
Complaints and tickets
Raise a complaint, watch it move through assigned, on-site and resolved, with timestamps.
Quotations awaiting approval
Repair and modernization quotes reviewed and approved in the portal instead of by email chase.
Invoices and dues
What has been billed, what is paid and what is outstanding, pulled from the accounts module.
Service reports
Downloadable visit records they can file for audits or hand to a building committee.
Why this instead of a field service tool
Elevator software usually stops
at the service van.
The established products in this market are field service and maintenance tools. They handle tickets and visits competently and then hand you back to Tally, QuickBooks and a folder of spreadsheets for everything commercial. RnD Square builds the commercial layers too, to your specification, on the same records.
| Capability | Typical elevator field service software | Smart Elevator, built to spec |
|---|---|---|
| Sales and enquiry pipeline | Usually present, modelled on generic deals | Modelled on buildings, units and contracts |
| AMC renewal tracking | Partial, often a report rather than a pipeline | A worked pipeline with owners, alerts and lapse reasons |
| Quotation to contract conversion | Export and re-enter elsewhere | Won quote writes the contract, schedule and billing cycle |
| Shared record with service operations | Same vendor, separate module, partial link | One database. The CRM and the service history are the same records |
| ERP, accounting and custom workflows | Out of scope. Bring your own Tally, QuickBooks and spreadsheets | Built to spec as part of the same system |
| Changing the sales process | Change your process to fit the product | The product is changed to fit your process |
Sales and enquiry pipeline
Typical tool: Usually present, modelled on generic deals
Built to spec: Modelled on buildings, units and contracts
AMC renewal tracking
Typical tool: Partial, often a report rather than a pipeline
Built to spec: A worked pipeline with owners, alerts and lapse reasons
Quotation to contract conversion
Typical tool: Export and re-enter elsewhere
Built to spec: Won quote writes the contract, schedule and billing cycle
Shared record with service operations
Typical tool: Same vendor, separate module, partial link
Built to spec: One database. The CRM and the service history are the same records
ERP, accounting and custom workflows
Typical tool: Out of scope. Bring your own Tally, QuickBooks and spreadsheets
Built to spec: Built to spec as part of the same system
Changing the sales process
Typical tool: Change your process to fit the product
Built to spec: The product is changed to fit your process
FAQ
Questions we get about the CRM
Related
The rest of the system.
Your process, your CRM,
engineered to spec.
Tell us how your enquiries arrive, how you quote, and how your renewals run today. We will scope what it takes to put all of it into one system with your operations and accounts.