Overview
Manage customer relationships beyond a contacts list. AirOS CRM connects accounts, contacts, sales pipeline, contracts, and commercial documents — quotes and invoices with PDF generation — in the same platform as your fleet and maintenance data.
Give customers a branded portal to view aircraft, linked records, and commercial documents. Keep sales, operations, and finance aligned without exporting to separate CRM tools.
Features
- Accounts & Contacts: Structured CRM accounts with linked contacts and activity history
- Sales Pipeline: Track opportunities from lead to contract with stage visibility
- Contracts: Manage customer contracts linked to fleet and service delivery
- Quotes & Invoices: Commercial documents with PDF output and audit trail
- Customer Portal: External portal for customers to view aircraft, entries, and documents
- Onboarding Workflows: Automated customer onboarding connected to your operational domains