Overview
Manage customer relationships beyond a contacts list. AirOS CRM connects accounts, contacts, sales pipeline, contracts, quotes, invoices, and P&L — in the same platform as your fleet and maintenance data. It is commercial workspace, not fleet scheduling.
Customers can be operators, owners, CAMOs, MROs, parts buyers, and training students. Fleet links use a role (operator, owner, CAMO, sold to) rather than a generic related-records dump. Sell a part or a training course from the customer workspace in one step; send structured CRM forms from Home, the header, or the Forms tab.
The commercial inbox captures inbound sales email with suggested replies for staff to edit and send. Account health, churn playbooks, and a 90-day churn report sit beside live operational context.
Features
- Accounts & Contacts: Structured CRM accounts with linked contacts and activity history
- Mixed customer kinds: Operators, owners, CAMOs, MROs, parts buyers, and training students, with fleet links that record operator, owner, CAMO, or sold-to roles
- Sales Pipeline: Track opportunities from lead to contract with stage visibility
- Commercial inbox: Inbound sales email with suggested customer replies for staff review, opened from the commercial dashboard
- Contracts: Manage customer contracts linked to fleet and service delivery
- Account health & P&L: At-risk and churn playbooks, health scores, and cost/profit context next to operational data
- Quotes & Invoices: Commercial documents with PDF output and audit trail
- Sell parts & courses: Create a sent invoice in one step from the customer workspace — parts stock or training seats
- Customer Portal: External portal for customers to view aircraft, entries, and documents
- Onboarding Workflows: Automated customer onboarding connected to your operational domains
- CRM forms: Build templates and send questionnaires that customers complete by portal token or signed-in portal