Aina CRM
One system of record replacing five disconnected tools.
- Discipline
- Operations Software
- Role
- Architecture, build & rollout
- Year
- 2025
- Type
- Under agreement
Aina CRM
Overview
An in-house operations platform for a services business that had been running on spreadsheets, a shared inbox and three separate trackers. Every enquiry, quotation, approval and invoice now lives in one place, with a single definition of what stage a deal is actually at.
The approach
We spent the first fortnight watching people work rather than gathering requirements in a room. The data model came out of that observation, not out of a template — which is why the finished system has eleven screens instead of the forty a generic CRM would have insisted on.
Highlights
Role-scoped dashboards for sales, operations and finance
Quotation builder with versioning and approval trail
Reporting that reconciles against the accounts, not against itself
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