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CRM
Manage leads, contacts, companies, sales pipeline and opportunities from one customer workspace.
AIM One Modules
The tools your business needs, inside one connected system.
AIM One is not a CRM with a few extras bolted on. It is a broader business management platform designed to keep customer, operational, people and financial workflows together.
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Customers
Keep customer information connected to the work, quotes, invoices and activity around them.
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Tasks
Track follow-ups and day-to-day actions across the business.
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Quotes
Create and manage commercial quotes without separating the sales process from the customer record.
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Invoices
Issue and track invoices and payment activity from the same platform.
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Finance
See income, expenses, transactions, outstanding amounts and operational financial activity.
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Inventory
Track items, stock locations and movement as operations happen.
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Reports
Bring operational and business data together into decision-ready views.
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Users
Control who can access the workspace and the parts of AIM One relevant to their role.
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Rentals
Manage rentable assets and related business activity.
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Point of Sale
Capture sales and payment activity for businesses operating at the counter.
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Projects
Coordinate structured work, progress and delivery in one workspace.
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Accounting
Maintain connected accounting workflows including journals, chart of accounts, fiscal periods and trial balance.
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Bookings
Manage scheduled customer activity and booking workflows.
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Job Management
Coordinate service and operational jobs from the same system.
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Human Resources
Manage employee records, departments, leave and permission-sensitive people information.
In development
Automation
Automation is the only AIM One module currently in development. It will be introduced as a connected platform capability rather than a separate product.
See the system
Modules share the same visual and operational language.
That means users are not relearning a completely different product every time they move from CRM to finance, HR or accounting.
See it with your business
Ready to run your business as one?
Book a product demo and see how AIM One can fit your existing workflow.