AIM Technology
A custom CRM for a water-plant machinery manufacturer, covering lead capture to quotation to customer conversion.
- Client
- AIM Technology
- Industry
- Manufacturing & Engineering
- Category
- CRM & Platforms
- Platform
- Web
- Timeline
- 3 months
- Team
- 4 specialists
What we built
AIM Technology manufactures all types of water-plant related machinery. We developed a custom internal CRM built exactly to their requirements, covering the full flow from lead capturing to quotation to converting a lead into a customer.
01The challenge
Managing customer inquiries and price quotes manually across notebooks, chats, and Excel sheets was slow, leading to missed follow-ups, delayed quotations, and lost sales opportunities.
02Our solution
We built a tailored business CRM that digitizes the entire sales process—enabling the team to capture leads instantly, generate accurate machinery quotations with custom pricing in minutes, and track client interactions without losing any opportunities.
What we delivered
- 01
Lead Capturing
Collect and organize all your sales inquiries in one place so no inquiry is missed.
- 02
Quotation Management
Create clear, professional price quotes and send them to clients quickly.
- 03
Lead-to-Customer Flow
Guide buyers step-by-step from initial inquiry to final deal without delays.
- 04
Smart Follow-up Reminders
Schedule call and meeting reminders so your team never forgets a customer.
- 05
Customer History & Notes
Keep past conversations, requirements, and orders organized in one profile.
- 06
Product & Package Catalog
Display your machinery, products, and package pricing with clear specifications.
- 07
Instant PDF Download & Sharing
Download clean, ready-to-share PDF proposals and quotations with one click.
- 08
Live Field Team Tracking
See your sales and service team’s live location and daily visit routes.
Outcome
The impact
- Cut quotation creation time from hours to just a few minutes.
- All leads are saved in one central place with automated follow-up alerts.
- Quicker response times and organized follow-ups helped close more deals.
- Replaced messy spreadsheets and registers with a clean digital dashboard.
Screens
A closer look
01 / 02
Technology stack
- React
- PostgreSQL
- Laravel
- Flutter
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- 02Clarify the right scope
- 03Plan the next practical step