AiPSoft CRM
CRM—manage sales, projects, invoicing, support, and client relationships in one secure, easy platform bAiPSoft uilt for growing teams. Close deals faster, deliver projects on time, bill accurately, and support customers with a unified workflow from lead to invoice to ticket resolution.
Why choose AiPSoft Production
Unified flow from raw materials and recipes/BOMs to batch production, labels, and POS sale—no spreadsheets or double entry. Integrated labeling with ingredients, nutrition, batch, and expiry helps meet compliance while speeding shelf ready output Offline first hybrid mode keeps selling during network or ISP issues, then auto syncs inventory, sales, and reports when online. Cloud only mode gives real time access from any device with centralized pricing, stock, and analytics. Native modules - Production, CRM, Delivery, and Mobile Apps extend operations without patchwork add ons
- What: An all‑in‑one CRM with sales pipeline, project management, invoicing, expenses, tickets, and a client portal to centralize customer operations.
- Why: Replace spreadsheets and disconnected tools with one system that boosts transparency, speed, and on‑time revenue collection.
- Who: SMBs and mid‑market teams across retail, real estate, IT services, and more that need quote‑to‑cash and after‑sales support in a single place.
- When: Ideal when scaling sales teams, formalizing project delivery, automating billing, or standardizing customer support processes.
- How: Configure pipelines, projects, invoices, and help desk in hours, not weeks, with secure roles, mobile access, and modular add‑ons.
Key capabilities
Job orders and intake
itemized garments, service types, special notes, due dates, and customer preferences.
Tagging
permanent or temporary tags to identify and trace each piece through every operational stage.
Order tracking
monitor sorting, washing, ironing, packing, and handover with clear status for staff and customers
Pickup and delivery
schedule pickups, optimize delivery routes, and send real time customer notifications
Packages and plans
sell prepaid packages and memberships with multiple price options, visit limits, and validity periods; auto‑apply member pricing at checkout
Multi‑rate pricing
multiple price lists by customer group or type (retail, wholesale, VIP), outlet, or channel, with effective dates and priorities
Driver app
live location sharing, accurate order assignment, and status updates for reliable deliveries
Mobile execution
iOS/Android apps for approvals, job process, document flows (LPO, GRN, GRV, sales orders), and barcode printing
Inventory and supply chain
integrated backend for stock control, purchasing, and detailed operational reporting
Accounting integration
major ERPs such as Zoho Books and Wafeq for synchronized items, inventory, and transactions
Security
encrypted cloud, role based access controls, regular backups, and a strict no third party data sharing policy
Onboarding and training
Notify your teammates of the latest activities with instant Slack messages.
Sales CRM: leads, pipeline/kanban, activities, email logging, and follow‑ups to keep deals moving.
Estimates and proposals: create quotes and proposals in minutes, send for approval, and auto‑convert approved estimates to invoices.
Invoicing and payments: one‑off and recurring invoices, multi‑currency payments, reminders, partials, and payment receipts.
Projects and tasks: plan projects, assign tasks, set priorities, track time, and attach files for on‑time delivery.
Expenses and costs: record expenses, set recurring expenses, and mark items billable to projects or customers.
Support tickets: help desk with autoresponse, priorities, statuses, staff notes, attachments, and predefined replies.
Knowledge base: organize articles and self‑service content to reduce ticket volume and speed resolution.
Contracts and renewals: issue contracts, send reminders, and track expiries to protect revenue.
Surveys and feedback: collect customer and staff insights to improve service and retention.
Client portal: let clients view invoices, proposals, files, and tickets in a secure area.
Custom fields: tailor forms and PDFs for quotes, invoices, proposals, and records without custom code.
Reports and dashboards: sales, invoices, income, and conversion insights for data‑driven decisions.
Integrations and ecosystem
Accounting: connect inventory, products, and transactions with Zoho Books, Xero, Quick books and more for streamlined finance and reconciliation.
Mobile ops: use AiPSoft mobile apps for approvals, document flows (LPO, GRN, GRV, sales orders), barcode printing, and notifications.
Payments: accept online payments and record multi‑currency receipts with automated PDF confirmations.
Security and compliance
Protection: encrypted cloud, role‑based access, auditability, and regular backups to keep customer data safe.
Privacy: documents and data are not shared with third parties, ensuring confidentiality and trust.
Onboarding
Fast setup: AiPSoft configures users, roles, PDFs, and integrations, with online or onsite training to go live quickly.
Hardware‑friendly: use existing devices or procure via partners for a smooth rollout.
Review quickly and confidently using AIP.
Frequently asked questions:
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Can quotes become invoices automatically?
Yes, approved estimates can auto convert to invoices for faster cash collection.
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Do projects include time tracking?
Yes, log time on tasks and projects to bill accurately and improve delivery predictability.
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Is there a help desk?
Yes, with tickets, autoresponse, priorities, statuses, and a knowledge base to deflect common questions.
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Can clients self serve?
Yes, the client portal provides invoices, proposals, files, and ticket access in one secure space.
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Are recurring invoices and reminders supported?
Yes, schedule recurring billing with automated reminders and receipts.
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Does it support UAE SMB needs?
Yes, AiPSoft CRM is designed for SMEs with sales, projects, invoicing, and support tailored to regional operations.
Create CRM sytem that fits your needs.
