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A custom CRM for a water-plant machinery manufacturer, covering lead capture to quotation to customer conversion.
Built to spec
Sales pipeline
Quotations
Missed follow-ups
Evidence context
AIM Technology manufactures water-plant machinery. We built a custom CRM designed specifically around their day-to-day sales and quotation process.
The situation
AIM Technology previously handled incoming buyer inquiries and machinery quotes manually across spreadsheets and phone calls, leaving management with no clear, centralized view of their sales pipeline.
The challenge
Without a centralized system built for their specific machinery sales process, follow-ups were frequently delayed or missed, quote calculations took too long, and converting interested prospects into buyers was inconsistent.
Our approach
Rather than forcing a rigid, generic off-the-shelf CRM, we studied their real sales steps from inquiry to delivery and built a solution customized to how their team actually works.
The solution
We developed a comprehensive web and mobile CRM that captures every lead, automates complex machinery price quotations, schedules timely follow-up alerts, and tracks deals all the way to completion.
Collect inquiries from all channels into one dashboard and assign them to sales reps instantly.
Create accurate, branded PDF price quotes with custom machine specs and pricing in minutes.
Guide prospects step-by-step from initial inquiry to final order confirmation without confusion.
chedule calls and meetings with automatic notifications so no client is ever forgotten.
The outcome
AIM Technology now manages their entire customer journey in one unified system—closing deals faster, reducing quote turnaround time from hours to minutes, and giving leadership complete clarity over business growth.
DCPL Technology delivered exactly what our business needed. The team understood our requirements, communicated well throughout, and the final product has made a real difference for us.
Client
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