M AND R SOLUTION
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AIMS-CRM · CRM, E-commerce & sales
Evaluate customer follow-up alongside your trading relationship.
Explore the CRM variant of AIMS for customer enquiries, relationship ownership, and follow-up around account and inventory workflows.
Contact us for pricingConfirm modules, services, and commercial terms in a written proposal.
A variant of AIMS · Account & Inventory Management. Review the base and variant scope together.
Discuss the modules, users and deployment your business needs.
Built around your work
AIMS-CRM is the customer relationship variant of Account & Inventory Management. Its evaluation starts with the relationship behind a transaction: who asked for a quotation, who owns the next conversation, and what the customer needs after a sale. Review the handover between sales staff and accounts without assuming that all financial records should be visible to every user.
A customer balance explains money owed, but it does not explain an unanswered enquiry, a promised callback, or ownership of the next action.
Identify the contacts, company details, and conversation history your sales team needs before discussing a new order.
Map how an incoming question becomes an assigned follow-up, quotation discussion, or agreed next step.
Review what customer and transaction context should be shared, and define appropriate access for each role.
Example workflow
Identify the business, contact person, required items, and responsible salesperson.
Set out the quotation questions and the next customer conversation to review.
Check how the agreed sale reaches the account and inventory workflow.
Operational visibility
Bring the fields, reporting periods, and examples your team uses. Agree the available formats and any additional report work in the implementation scope.
Before you decide
It is a separately identified CRM variant. Evaluate the customer relationship workflow as well as the AIMS foundation, and confirm which base modules are included in the proposed configuration.
Bring the email, telephone, or messaging channels your team uses and an example customer follow-up. Ask for a demonstration of supported channels, and include any provider requirements or charges in the proposal.
Bring a representative business example for AIMS-CRM, including a correction or exception. Review the steps on this page with the team and agree which are supported by the proposed release, configuration, and services.
Request a proposal listing the selected modules, users, locations, deployment, migration, training, and support. Ask for taxes and ongoing charges to be itemised, with acceptance criteria and responsibilities agreed before implementation.
Configuration & support
Choose a configuration with clear responsibilities and commercial terms.
Confirm modules, users, branches, integrations and deployment requirements in your proposal. Displayed prices apply to the listed configuration.
Ask us to itemise taxes, hosting, migration, training and ongoing support. Support, updates and annual maintenance, where applicable, depend on your purchased plan and signed agreement.
Your next step
Discuss Account & Inventory — CRM, review your requirements, and agree the configuration, services, and next steps with our team.
