Axiotas CRM

CRM software based on our RaisisCRM platform for optimizing Axiotas' internal processes.

Introduction

AXIOTAS is a comprehensive CRM system, developed to optimize the operations of a refrigeration company. The platform provides a unified view of the entire project lifecycle, from quote generation to job completion and invoicing.

Challenge

Before implementing AXIOTAS, the refrigeration company was facing the following challenges:

Lack of a centralized platform: Information was scattered across various files, tables, and applications, making data access and analysis difficult.
Difficulties in project tracking: Installation teams lacked clear visibility into project status, leading to delays and inefficient resource management.
Inefficient inventory management: There was no clear record of available materials, leading to interruptions in work.
Inefficient communication between departments: The lack of a common platform made collaboration between sales, installation, and accounting departments difficult.

Our solution

AXIOTAS offers a complete solution to these challenges, through the following functionalities:

Customer and project management: The system allows the creation of detailed customer profiles, management of interaction history and real-time tracking of project progress.
Personalized offers: The platform allows the creation of personalized offers, with details on services, materials and costs.
Materials and inventory management: The system allows the inventory of materials, the creation of supply requests and the tracking of consumption.
Work planning: The platform allows the efficient planning of work, with the allocation of the necessary resources and the tracking of deadlines.
Invoicing and accounting: The system integrates billing functionalities and can be connected to existing accounting systems.

Technologies Used

React and Node.js: The combination of React for the user interface and Node.js for the backend allowed the development of a robust, scalable and easy-to-maintain web application.

Results

The implementation of AXIOTAS brought the following benefits to the refrigeration company:

Increased efficiency: Process automation reduced the time needed to manage projects and improved productivity.
Improved service quality: Detailed project tracking allowed for better planning and reduced errors.
Data-driven decision-making: The reports generated by the system provide a clear picture of the company’s performance and allow the identification of improvement opportunities.
Improved collaboration: The platform facilitates communication and collaboration between different departments.

Conclusion

AXIOTAS is a powerful CRM system, specifically designed to meet the specific needs of a refrigeration company. By centralizing information and automating processes, the platform contributes to increasing efficiency, improving service quality and making more informed decisions.