Industry Solutions
Air Conditioning Industry
The application we have prepared for the air conditioning industry is designed to meet all your needs.
SetXRM Modules
SetXRM modules for air conditioning companies
Address Book
Manage the pre- and after-sales information you need, such as companies, contacts, tasks, dealers, service and appointments.
Project Management
The module where your dealers or sales team can open a project and follow it up to the shipment and installation stages.
Sales Management
When preparing a project quotation, enter the dimensions of the site, calculate indoor and outdoor units and capacity, select the air conditioner type and send the quotation to your customer.
Document Management
Manage internal and external paperwork and documents from a single point and, with the permissions you grant, let staff and external dealers use it.
Import Management
Designed for the air conditioning industry’s project-based purchasing, this module sends the order to the supplier as soon as the sale is made; select the customer or warehouse as the delivery point.
Resource Management
The module where you manage spare parts. Categorize them and track serial numbers, product images and technical specifications.
Service Management
Enter every detail of an installation, such as the gas used and the pipe diameter; after approval by headquarters, your dealers can enter their progress invoice in the system.
Related Solutions
Key SetXRM solutions for this industry
Explore ready-made modules for your industry and tailor them exactly to your processes thanks to the low-code platform.
Success Stories
Companies in this industry using SetXRM
Discover the SetXRM solution for your industry
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