UpRate

Mobile crane sales calendar software in Bedford

For mobile crane hire firms serving Bedford, UpRate helps you review customer and enquiry follow-ups in Sales Calendar. Eligible accounts can link Outlook or Google Calendar, one provider per account and company. Assigned follow-ups sync through a dedicated UpRate calendar; other displayed provider calendars are read only. Check company availability and connection status.

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Free CRM for 1 user with Sales Manager: customers, enquiries, quotes and hire contracts. Larger teams use paid capacity; scheduling, timesheets and invoicing are optional modules. No credit card needed to create your account.

UpRate Sales Manager customer records with hire contracts grouped under each customer
Customers and their hire contracts in Sales Manager. Static product screenshot.

Built around the hire desk.

See sales reminders

Sales Calendar brings customer and enquiry follow-ups into a period view.

Connect an eligible provider

The release-candidate guide describes Outlook or Google Calendar, one active provider per account/company.

Distinguish reading from editing

Displayed external calendars are read only; follow-up sync uses the dedicated UpRate calendar.

Wider UK customer experience.

Read the full customer stories

“UpRate has replaced many of our manual processes, allowing us to manage everything in one centralised system.”

Alan McCaig, Hire Desk Manager
Alan McCaigHire Desk ManagerForsyth of Denny · Scotland

Bedford: review sales follow-ups alongside eligible provider calendars

Illustrative workflow: An assigned sales reminder needs checking beside an existing external appointment.

  1. Review Sales Calendar

    Open the correct account and company and identify the customer or enquiry follow-up. Sales Calendar does not allocate plant.

  2. Check provider availability

    Eligible accounts can link one provider per account and company: Outlook or Google Calendar. Google also depends on company provider setup.

  3. Respect sync scope

    Assigned follow-ups sync through the dedicated UpRate calendar; other displayed provider calendars are read only. Check Connected and the actual sync result.

Choose the workflow you need.

Start with Sales Manager. Add the modules and capacity your hire desk needs.

Sales Manager
Browse customers and contracts with search, filters and tables, alongside enquiries and quotes. Where enabled, add dated records and follow-ups.
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Free CRM for 1 user. No credit card needed to create your account.

Questions before you start.

Which product availability should I check?

Calendar integrations are documented for the current release candidate; production availability is not verified for every company. One provider can be active per account and company. Other provider calendars displayed in UpRate are read only. Check eligibility, provider setup and connection state in the deployed app.

Does sales work allocate resources?

No. Enquiries, quotes, follow-ups and Sales Calendar are separate from Resource Manager assignments. Check the relevant company features and use Resource Manager for plant and labour allocation.

Can Outlook and Google Calendar be linked together for crane sales work?

Calendar integrations are documented for the current release candidate; production availability is not verified for every company. One provider can be active per account and company. Other provider calendars displayed in UpRate are read only. Check eligibility, provider setup and connection state in the deployed app.

Keep the office handover clear

The documented integration is scoped to an account and selected company. Unlink the active Outlook connection before linking Google, or unlink Google before connecting Outlook. Google linking also depends on company provider setup. The guide describes a release candidate; production availability is not verified for every company.

Check the displayed connection time zone and complete provider sign-in and consent. Returning from sign-in alone does not confirm a link: wait for Connected or use Check connection. After linking, inspect the dedicated UpRate calendar and actual follow-ups; Sync now requests a fresh sync.

Other selected provider calendars are read-only overlays. Edit those events in their original provider. Two-way assigned-follow-up sync applies to the dedicated UpRate calendar. Unlinking does not delete CRM follow-ups, and removing a provider entry does not delete its UpRate reminder.

This page applies the shared UK mobile crane sales calendar software workflow to teams serving Bedford. It does not establish a local office or a location-specific rule. Confirm the actual site arrangements with the responsible people; use the product task guide for the software controls.

Your next job.
A little simpler.

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