CRM and Workflow

CRM for lift companies: quotes, contracts, invoicing and workflows

Develift offers a CRM for lift companies that brings your quotes, maintenance contracts, invoicing and emailing together in a single tool. With Flow-Up, complaints, service requests, cancellations and modernisation projects follow a defined, traceable process shared across your teams.

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A CRM for lift companies designed around your contracts and quotes

At many lift companies, sales activity still relies on spreadsheets, inboxes and general-purpose software. Quotes slip through the cracks between follow-ups, contract renewal dates are tracked from memory and invoices are re-keyed into the accounting software. The result: hours of admin, costly oversights and a risk of non-compliance.

The Develift CRM brings all this information together around each customer and each contract:

Quotes: create, track and follow up in one place.
Contracts: renewal dates, automatic renewals and cancellations visible at a glance.
Invoicing: ready for the e-invoicing reform.
Emailing: campaigns to your customers, including a weekly mailing dedicated to the Chatel law.

Your sales and admin teams work from shared, up-to-date and actionable data.

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What the CRM changes for your sales activity

Less re-keying, fewer missed renewal dates and greater visibility over your contract portfolio: the CRM has a direct impact on your admin costs and regulatory risks.

Quotes and contracts tracked end to end

From the first quote to contract renewal, every stage is recorded. You know exactly where each deal stands and which contracts are coming up for renewal.

E-invoicing 2026/2027

Integration with Pennylane, Tiime and Indy prepares you for the e-invoicing reform deadlines, with no double entry.

Weekly Chatel law emailing

A dedicated mailing, sent every week, helps you notify your customers of their contract renewal deadlines.

Structured workflows with Flow-Up

Complaints, service requests, cancellations and modernisations follow a defined process, with clearly assigned owners.

Regulatory anomaly alerts

Alerts flag high-risk situations under the legal framework governing lift companies: the SAE law, the CCH and lift safety regulations.

A shared customer relationship

The history of exchanges, quotes and requests is available to the whole team. An absent colleague no longer holds up a case.

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Flow-Up: every customer request handled through a controlled process

A complaint sent to the wrong person, a cancellation request handled too late or a modernisation project that goes nowhere: these situations hurt customer satisfaction and your revenue. Flow-Up, built into the CRM, gives structure to how these requests are handled.

Customer complaints: logging, assignment and tracking through to closure.
Service requests: qualified and passed on to the right people.
Cancellations: a formal process, with visibility over the contracts concerned.
Modernisations: project tracking, from the initial request to the quote.

Every step is time-stamped and assigned. You can spot overdue cases, give your customers accurate answers and keep a usable audit trail in the event of a dispute.

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Frequently asked questions about CRM for lift companies

How does the CRM prepare you for the e-invoicing reform?

The Develift CRM integrates with established solutions: Pennylane, Tiime and Indy. Invoices prepared in the CRM are sent to these tools, avoiding re-keying and allowing you to approach the 2026 and 2027 reform deadlines with an invoicing process that is already organised. We work with you to find the right configuration for your accounting set-up.

Our accounting software isn't Pennylane, Tiime or Indy. What can we do?

The integrations currently available cover Pennylane, Tiime and Indy. If you use a different solution, the simplest option is to discuss it in an initial call. We'll review your current situation and the possible options for preparing for e-invoicing without disrupting your accounting processes.

What is the weekly Chatel law emailing for?

The Chatel law requires businesses to notify the customers concerned about the tacit renewal of their contract. The weekly emailing built into the CRM uses your contract renewal dates to help you meet this obligation consistently, without manual tracking. You reduce the risk of a renewal being challenged and protect your maintenance contract portfolio.

What types of requests can be managed in Flow-Up?

Flow-Up handles customer complaints, service requests, cancellations and modernisation projects, among others. Each type of request follows a process with defined steps and assigned owners. If you have other processes you'd like to formalise, tell us about them and we'll look together at how to build them into the tool.

Does the CRM work with other Develift solutions?

The CRM is part of the Develift application suite, alongside the CMMS, its mobile app and the customer portal. The suite is designed for lift companies and shares the same industry logic. In a call, we'll work with you to identify the modules that suit your business and how to connect them with your existing tools.

Bring structure to your sales activity and workflows

Tell us how you currently work: quotes, contracts, invoicing, request handling. We'll show you how the CRM and Flow-Up fit your organisation and prepare you for upcoming obligations.

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