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CRM & Sales Automation

Customer relationship management platforms that streamline sales pipelines, automate follow-ups, and give your team complete visibility into every customer interaction, from first contact to closed deal.

CRM & Sales Automation by AASI Tech

What we do

AASI Tech's CRM and sales automation solution gives your team one place to manage leads, pipelines, quotes, and customer history, on Dynamics Sales and Customer Service or a tailored CRM. Follow-ups and reporting run with less admin so teams spend more time closing and supporting deals.

Capabilities

  • Lead and contact management
  • Opportunity pipelines
  • Sales activities
  • Quotations and proposals
  • Customer communication history
  • Sales forecasting
  • Marketing workflows
  • Customer support cases
  • Service-level tracking
  • Field service workflows
  • Dashboards and reports
  • ERP, email and telephony integration

Delivery Options

  • Custom CRM development
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • CRM migration
  • CRM integration
  • Sales workflow automation

Ready to explore CRM & Sales Automation?

Share your current processes and constraints-we will outline a practical implementation path.