Leads Overview
Leads is a new prospecting feature built directly into Renterra. It automatically finds nearby businesses and active construction permits around each of your branch locations, scores them for fit, and lets you convert a lead into a customer profile in one step.
There are two parts:
Prospects tab: local contractors and businesses near the customer's locations
Permits tab: active building/project permits filed nearby
How the Prospect Tab Works
The list populates automatically once per month, on the 1st.
Each Prospect includes:
Info about the company (business details, how long they've been around)
Contact information - pulled from public filings, so there's a real person to call, not just an address
A fit score from 0–100 with plain-language reasoning
How scoring works:
Matches the customer's inventory to the type of business the lead is
Considers the prospect’s business and offerings against what the customer rents
Factors in the prospect’s business maturity (how long they've been around)
Note: The score reasoning can be found in the expandable "Hot tip" section. Click the name of the customer to expand.
Convert to customer: You can convert a prospect straight into a customer profile from the prospects tab. This de-dupes against existing customers.
How the Permit Tab Works
This list populates automatically twice per month, on the 1st and the 15th. Note that not every business will have findable permits nearby each cycle.
Each permit lead includes:
Location, project size, permit type, and filed date
Permit holder, contractor, and project contact details from public filings
Some permits post a job value and usually a description. We use the description to infer what equipment the project probably needs
A rental estimate matched to the equipment the customer actually has, averaged out from their own rates
Permit scoring follows the same logic as lead scoring, plus:
Bigger contracts score higher
Longer-term contracts score higher
Closer contracts score higher
Convert to customer: Same one-click conversion with de-dupe as the Prospects tab.
Explore and Pair with Renterra's Marketing Features
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Understanding the Integrated Marketing Paid Ads Dashboard: How to use Renterra's paid ads portal to understand Ad & Campaign performance
Creating Custom Email Broadcasts in Marketing Suite: Create custom email broadcasts for campaigns to send to your customer list.
Looking for additional help? Get support directly from the Renterra team! Chat with us directly or email us at [email protected].