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A custom CRM for a water-plant machinery manufacturer, covering lead capture to quotation to customer conversion.
About the project
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.
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.
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.
Collect and organize all your sales inquiries in one place so no inquiry is missed.
Create clear, professional price quotes and send them to clients quickly.
Guide buyers step-by-step from initial inquiry to final deal without delays.
Schedule call and meeting reminders so your team never forgets a customer.
Keep past conversations, requirements, and orders organized in one profile.
Display your machinery, products, and package pricing with clear specifications.
Download clean, ready-to-share PDF proposals and quotations with one click.
See your sales and service team’s live location and daily visit routes.
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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