Systems / AIM CRM
A shared view of the relationship, from enquiry to next action.
A tailored CRM bringing practice enquiries, pipeline stages, follow-up, pickup workflows and reporting into one workspace.
Actual CRM interface · isolated local render with fictional records
Choose a view above. Open the image to inspect the details.
Inside the workflow
From a need
to a useful next step.
Capture the enquiry
Bring practice and case-interest information into a structured record.
Give it an owner
Make assignment, status and the next action visible.
Follow the progress
Connect the pipeline to activity, tasks and pickup handoffs.
Report and review
Use reporting workflows to make follow-up and exceptions easier to see.
Built around the handoff.
Give the team a shared place to track a practice relationship from the first enquiry to its next action.
My process, scope and build status +
The starting point
Make the owner, status and next action easier to follow across practice relationships.
- Map lead, client and pickup journeys.
- Build shared records and role-aware workspace views.
- Connect follow-up, workflows and reporting around those records.
The work included
- Lead and pipeline views
- Practice and activity records
- Tasks and workflow development
- Case-pickup and reporting journeys
Evidence & limits
Screens were rendered from the retained AIM CRM frontend with intercepted local API responses and an invented demo user. Backend source documents lead capture, scoring, workflows, case-pickup handling and reporting. This is a view of development work, not a fresh audit of the production deployment. A new enquiry, a won stage and a confirmed recurring client are different business events; no conversion or revenue improvement is inferred.
Connected work
See the bigger picture.
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AIM booking scheduler
A booking platform connecting availability, timezones, confirmations and rescheduling into a guided appointment journey.
Let’s make it happen
What could work more smoothly for your team?
Tell me what you’re working on. We’ll find a useful place to start.