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CRM · Customers and service

Your customers see one company

Sales, delivery and after-sales all deal with the same customer — and now they use the same customer record. Who followed up, where the order is, whether the repair request was handled: it is all in one place.

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  • Shared customer records
  • Sales follow-up
  • Service requests

Core capabilities

Six capabilities that cover the essentials

Customers and contacts

Customer details, contacts and interaction history in one place.

Sales follow-up

Leads, opportunities and follow-up notes, so the sales process can be reviewed.

Order visibility

Linked to ERP quotes, orders and shipments — sales no longer have to chase progress.

Service requests

Repair requests, inquiries and complaints are logged and followed up in one place.

Field service link

With FMS enabled, service requests can be dispatched for on-site visits directly.

Customer analytics

Reports on customer distribution, deals and service.

How it works

Leads → Service, in one continuous flow

  1. 01

    Leads

    Register and assign leads.

  2. 02

    Follow-up

    Advance opportunities, quote and close.

  3. 03

    Delivery

    Production and shipping progress is shared with sales.

  4. 04

    Service

    After-sales requests are logged, handled and followed up.

Results

What changes after go-live

  • No lost customers

    Customer information stays in the system when people change roles.

  • Better collaboration

    Sales, production and service share information.

  • Timely response

    Every customer request is received, recorded and resolved.

Built on Aiiiss ONE

Use it on its own, expand when you are ready

  • Shares customers, suppliers, materials and other master data with every other product
  • Workflow, reporting, printing and permissions come from the platform
  • Buy it on its own and turn on other products whenever you need them

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Works with

Use it with these products — no interfaces to build

Sales, Purchasing & Inventory (ERP)Sales and purchasing · Receivables and payablesLearn more → Field Service Management (FMS)Dispatch and shift planning · SLA monitoringLearn more → Finance (FD)General ledger and vouchers · Financial statementsLearn more →

FAQ

Common questions about CRM

What is Customer Relationship Management (CRM)?

Aiiiss CRM manages customers and contacts, sales follow-up and service requests. Customer records are shared with ERP and field service, so order and delivery status is always visible.

Can CRM be purchased on its own?

Yes. Customer Relationship Management (CRM) can be purchased and used on its own. It shares master data such as customers, materials and equipment with the other Aiiiss ONE products, so you can add more products later without a new implementation.

Can CRM connect to our existing ERP and other systems?

Yes. Aiiiss provides standard APIs and ready-made connectors for ERP systems such as Kingdee, Yonyou and Digiwin, and can integrate with existing systems over HTTP, MQTT and other protocols.

Next step

See how Customer Relationship Management (CRM) would work in your plant

Tell us about your industry and current setup, and we will tailor the demo to your situation.

Request a demo → Contact us