Platform capabilities
Circulio Full Feature List
Circulio is a multi-channel rental and sales eCommerce platform for technical equipment hire businesses and consumer brands running loan and Try Before You Buy programmes. The following summarises current Circulio capabilities across customer and order management, eCommerce, content management, product information management, inventory, operations, payments, accounting, security and marketing. New features are added every 2-3 weeks.
eCommerce Websites
Built-in eCommerce and online storefronts
Website builder for multiple rental stores
Multiple separately branded storefronts and channels
Rent assets and sell products or gift vouchers online from one or more websites
Live chat on any or all websites
Implement promocodes and track referrers
Filter for and book people or venues online
Click and collect, collection points, courier delivery and return options
Try Before You Buy and loan programme portals
Website content management including SEO and accessibility
Fully localisable for different countries and languages
Deposits and damage waivers online
White-label and private-label channels
Channel-specific pricing rules
Channel-specific product and asset visibility
Trade versus retail customer segmentation
Branded customer emails and documents for every workflow
Built-in blog authoring and publishing
Fully hosted. In the cloud. On your own domain
Events and Ticket Sales
Events linked to rental assets
Set up and manage free and paid one-off and recurring events by channel
Link rental assets and kits to events
Sell and book tickets online in real time
Manage ticket reservations and capacity in real-time
Security and Fraud Prevention
Consumer security built in
Stripe Identity integration for document-based ID verification
Configurable account validation by channel
Consumer ID document upload and secure storage
Customer account approval workflows
Order IP address recording
Configurable deposit rules by channel, customer type and value
VPN blocking
Loss, missing and damage control workflows
Real-Time Availability and Online Booking
Live availability driven by operations
Real-time availability calendar across all products, baskets and orders
Real-time availability across multiple front-end websites simultaneously
Online and self-service customer booking portals
Double-booking prevention and conflict warnings
Virtual and physical warehouses
Packing lists and warehouse pick lists
Reservation management
Overbooking of stock and asset options
Order shortfall tracking and alerting
Check-in and check-out workflows to BOM level
Quarantine and automatic availability release
Overdue notifications and alerts
Configurable padding pre and post hire
Repeat and recurring order support
Baskets, Quotes and Orders
Quotes for complexity, online bookings for everything else
Quote and estimate generation
Real-time customer basket management
Order management
Duplicate quotes, baskets or orders
Digital signature on quotes and contracts
Digital signature on collection notes
Customisable quote and document templates
Sub-rental and cross-hire management
Payments and Billing
Full rental payment lifecycle
Online payment processing, integrated
Stripe integration
Deposit and pre-authorisation handling
Damage waiver handling
Billing and invoicing
Late fee and admin fee calculation
Rate and pricing management
Different merchant IDs per channel
Product Information Management
One catalogue, multiple channels
Centralised product catalogue across all channels
Kits, components, asset pools, products and BOMs
Product content, description and SEO management by channel
Localised content by channel
Technical attributes and filterable specifications
Related products, upsell and cross-sell
Supplier and manufacturer SKU management
Minimum and maximum hire durations per product
Channel visibility per product
Product category management by channel
Rental and sales pricing management
Digital asset and media management
Warehouse Operations and Asset Management
Full lifecycle asset control
Full pick, pack, dispatch, return, check-in and kitting process control
Outbound and return courier label printing in the application
QR code and barcode asset label printing
Pick kits on-the-fly from constituent products
Serialised asset tracking with individual serial numbers
Virtual as well as physical assets
Pooled and bulk inventory management and tracking
Kit and bundle management
Bills of materials (BOM) level check-out and check-in
Multi-location and multi-warehouse management
Intra and inter-warehouse transfers
Asset condition recording on return, with photos and notes
Native camera integration for condition and damage photographs
Damage reporting, management and deposit deduction
Comprehensive asset lifecycle management
Sales stock management
Tracking and Asset Identification
Full chain of custody
Barcode scanning
QR code scanning
QR code and barcode asset label printing within the application
Outbound and return courier label creation
GPS tracker recording
Audit trail and chain of custody
Accounting and Integrations
Commerce and finance connected
Xero integration
Stripe integration
Stripe Identity integration
Klaviyo integration
ShipStation integration
MailChimp integration
TrustPilot integration
Shippo integration
Unique chart of account codes per channel and revenue type
Different merchant IDs per channel
Access Control and User Management
Roles, permissions and self-service
Role-based permissions by channel
Role-based permissions for internal staff & agencies
External and customer self-service portals
Access-controlled private channels for internal users
Multi-tenant and multi-client workspace
SSO (Single Sign-On) on Enterprise tier
Crew, Subcontractors and Logistics
People and logistics alongside equipment
Crew scheduling and job management
Assign vehicles to jobs
Skills-based and expertise-based resource roles
Labour cost tracking and freelancer billing
Supplier, subcontractor and freelancer management
Configurable transit time padding for outbound and return
Courier integrations for outbound and return
Mix and match lick and collect and courier services
Reporting and Analytics
Visibility across assets and channels
Asset utilisation reports
Revenue and invoice reports
Activity dashboard and real-time KPIs
Asset depreciation tracking
Order, shortfall, availability and stock reports
Try Before You Buy reports
Customer and account reports
Product catalogue reports
Promo code and watchlist reports
Empty & pre-populated bulk data download templates
Customer and Account Management
Customer relationships centralised
Customer and contact management by channel
Secure customer portal and My Account area
Automated, fully branded customer communications and emails
Create and manage customer baskets, quotes and orders
Customer type and membership type management
Consumer ID validation configurable by channel
Memberships and Customer Types
Entitlements by membership and customer type
Membership type and subscription management
Member credit balance and account management
Loan entitlement rules by membership type
Product visibility by customer or membership type
Customer and customer-type-specific pricing
Create and manage memberships types on-the-fly
Frequently Asked Questions
Common questions about Circulio features
What is included in Circulio as standard?
Circulio includes eCommerce websites, real-time booking and availability, serialised asset tracking, product information management, warehouse operations, Stripe payment integration, Xero accounting integration, customer management and multi-channel architecture as standard features.
Does Circulio support both rental and sales from the same platform?
Yes. Circulio manages rental assets and sales stock from the same product catalogue, with separate availability and transaction logic for each type. Customers can rent from one channel and purchase from another, both connected to the same operational system.
Does Circulio have a mobile interface?
Yes. Circulio provides a mobile-responsive web interface with native camera integration for check-in, check-out and QR code scanning.
Does Circulio support Try Before You Buy programmes?
Yes. Circulio supports free loan, paid trial and Try Before You Buy workflows, with controlled access channels, configurable trial periods, condition checks on return and conversion tracking. This is proven in manufacturer programmes with Canon, Fujifilm, Panasonic and Sony.
Interested to see what Circulio can do for your business?
Get in touch. We will talk through your business, where it has got to, and where you want to take it. If we both think we are a good fit, we will demonstrate the platform focusing on the capabilities most relevant to you.