Domain 02 · Customer & lead management

Self-storage customer & lead management

Every booking on your website automatically becomes a customer record in TheStorageControl, linked to the reservation, contract, invoices and payments. The customer file shows units, balance and whether automatic payment is active. Bookings still missing a payment, ID or signature are flagged.

Book a demo All 21 features
Inbox of website bookings by status: new, in progress, needs attention and converted

Without one system

Bookings arrive by email, customer details are scattered and nobody knows which booking is stuck.

With TheStorageControl

One customer file with everything in it, and an inbox that shows which booking needs your attention right now.

01 · Inbox

Website bookings become customers

Bookings from the public booking journey arrive as operational records, by status: new, in progress, needs attention or converted. You immediately see which booking is still missing a payment, ID or signature.

Inbox of website bookings by status: new, in progress, needs attention and converted
01CUSTOMER & LEAD MANAGEMENTInbox

02 · Customer file

Everything about a tenant in one place

Contact details, linked units, contracts, invoices, payments, current balance and automatic payment status. Open the file straight from a reservation, contract or invoice.

Customer file with units, contracts, invoices, payments and current balance
02CUSTOMER & LEAD MANAGEMENTCustomer file

03 · Search

One search bar for tenants, units and invoices

Search by name, unit number, invoice or booking number, filter by facility and export the list. Admin, public booking and customer portal are separate environments with their own permissions.

Customer list with linked units, balance, status and automatic payment
03CUSTOMER & LEAD MANAGEMENTSearch

Features

All 21 customer & lead management features

See all 243 features
  1. 1. Receive customer and booking details from the public booking journey
  2. 2. Register website bookings as new operational records
  3. 3. Show name, email address and contact details
  4. 4. Distinguish website bookings from bookings made by staff
  5. 5. Create a new tenant manually
  6. 6. Search tenants by name and other customer details
  7. 7. Filter tenants by facility
  8. 8. Show linked units per tenant
  9. 9. Show phone number and current balance
  10. 10. See whether automatic payment is active
  11. 11. Show customer status and start date
  12. 12. Open the customer file straight from a reservation
  13. 13. Create customer records automatically from accepted website bookings
  14. 14. Link customers to reservations, contracts, invoices and payments
  15. 15. Flag bookings that need attention (payment, ID, signature)
  16. 16. Show bookings by status: new, in progress, needs attention, converted
  17. 17. Search bookings by customer, unit, source or booking number
  18. 18. Internal tasks and notes via linked maintenance, risk and workflow records
  19. 19. Global search across tenants, units and invoices
  20. 20. Export tenant data
  21. 21. Admin, public booking and customer portal as separate environments

Updated 30 September 2026

How it connects

One domain, connected to the rest.

FAQ

Frequently asked questions

Do website bookings become customers automatically?

Yes. An accepted website booking automatically creates a customer record and links it to the reservation, the unit and later the contract, invoices and payments.

What is in the customer file?

Name and contact details, customer status and start date, linked units, contracts, invoices and payments, the current balance and whether automatic payment is active.

Can I create tenants myself too?

Yes. Staff can create a tenant manually, for example for a walk-in or phone booking. The system distinguishes website bookings from bookings made by staff.

Which bookings need attention?

Bookings that are still missing a payment, identification or signature, or where processing failed. They sit at the top of the inbox and on the dashboard.

Keep reading

See your own operation in TheStorageControl.

In a demo we show the platform using your situation: your facilities, your unit mix and the way you work today.

Book a demo +31 85 060 2731