AIMS V2 · for traders, distributors and manufacturers
Quote to cash for businesses that trade and make goods
AIMS V2 keeps customer prices, quotes, stock, production, invoices and collections in one system, with reps working from their phones and HRMS built in.
| Item | Qty | Price |
|---|---|---|
| Item 1, carton of 24 | 40 | 1,180 |
| Item 2, carton of 12 | 25 | 2,240 |
| Item 3, single unit | 60 | 315 |
Subtotal122,100
Discount 12% (rep limit 8%)−14,652
What is in AIMS V2
Selling
- Customer-specific pricing Every customer sees their own agreed prices on every quote and order.
- Quotes and approvals Quotes go out faster, and discounts and thin margins get approved before they reach the customer.
- Customer records and activity One record for every account, with its contacts, notes and visits.
- Pipeline See open deals by value, win probability and expected close date, by stage and by rep.
- Mobile app Sales, service and HR teams work from their phone, anywhere, with the same data as the office.
Stock and production
- Inventory across locations Know what you have, where it is, and what is already promised.
- Batch production Run production batches from recipe to packing, with quality checks and equipment logs, next to sales and stock.
Money and people
- Invoicing and payments Invoices come from the order, and payments are recorded against them.
- Collections Record every collection against the invoice and see what each customer still owes.
- HRMS and incentives Attendance, payroll and performance incentives in the same system as your sales and service work.
- Reports and dashboards See sales, customers, stock and money in one set of reports.
In beta
- Account signals BetaSee which accounts have gone quiet, ranked by what they are worth, with a next step for each rep.
- Drafted follow-ups BetaAIMS drafts the follow-up email for each account that needs one, and sends it within limits you set.
How work flows in AIMS V2
Guides for AIMS V2 teams
- Lead to cash, and where deals leak on the way
The handoffs where B2B deals lose time and money between lead, quote, order, invoice and payment, and how to close each gap.
- Margin approvals: stop thin deals before they ship
Why discount and margin approvals belong before the quote goes out, how to set limits that keep deals moving, and what to record.
- What to look for in quoting software for B2B sales
A buyer's checklist for quoting software when you sell to other businesses, with agreed prices, approvals, versions and a clean handover to the order.
- Quoted vs installed: stopping material variance
Why solar jobs use more material than quoted, where the margin goes, and how to check the site before stock leaves the store.
What AIMS V2 customers say
Honestly, AIMS completely changed how we run our roofing business. Managing everything from site visits to fabricator payments, inventory alerts, and financial reporting used to be a constant struggle. The AI enabled estimator tool now provides highly accurate estimates, preventing material wastage on the customer side and allowing us to give exact quotes. Additionally, the project features make it effortless to track everything from initial site visits and project quotes to monitoring payments and overall project progress. Now everything flows seamlessly through a single centralized platform. It's saved us countless hours and headaches, and we're finally running our operations efficiently.
AV Roofings · AIMS V2avroofings.comAerixNova replaced our spreadsheet-based replenishment workflow with a centralized engine in just two weeks, reducing a three-hour daily task to just five minutes. They also built a complete HRMS in four weeks that allows us to seamlessly manage employees across all six of our branches. We are incredibly impressed and have already planned a one-year roadmap with them for all our IT services.
Bivol · AIMS V2, AIMS HRMSbivol.inWe recently purchased custom software development services from AerixNova Technologies, and we are very happy with the results. The software is user-friendly and convenient, and has significantly improved our workflow compared to the previous software we were using. The overall experience has been smooth, and the solution has made our work more efficient and easier to manage. We appreciate AerixNova Technologies for delivering a practical and effective software solution that meets our needs.
Ramana Ghee · AIMS V2, AIMS HRMSramanaghee.comQuestions you may have
Is AIMS V2 an ERP?
No. It is built for trading, distribution and manufacturing businesses, and fitted to your workflow rather than configured from a generic template.
How is it priced?
Per business, as a one-time purchase with no per-user fees and no subscription. Request a quote and we will send one.
See AIMS on your own business
Book a demo and we will walk through your own contracts, orders and teams.
Book a demo