We designed and built, from the ground up, the CRM that now centralizes opportunity management and reporting across ATS Automation's network of companies. At the same time, we modernized the sales estimation platform used daily by its teams, transforming a complex legacy access model into a seamless web-based experience.
ATS operates through multiple companies and regional offices, each handling opportunities, budgeting, and project drawings through separate, disconnected tools. Opportunities were tracked in a third-party platform. Budgeting and estimating ran on spreadsheets.
That combination of separate, purpose-specific tools made it difficult to maintain full visibility and consistency across the organization, even as individual processes worked well on their own.
The challenge was twofold: modernize these workflows through purpose-built applications, and establish a shared framework for opportunity and sales management across the organization, without compromising the operational needs of each individual business.
We designed and developed a fully custom CRM, replacing the legacy platform provided by an external vendor. Today, it serves as the central hub for opportunity management, contacts, and reporting across the organization, with continuous enhancements still being delivered.
The estimating and quotation application went through UX/UI modernization, with ongoing improvements to usability and performance, plus new feature development.
Core business entities, including contacts, companies, and projects, are shared across the CRM, Reporting platform, and Sales App, supporting consistency across parts of the ecosystem.
We staffed a dedicated mechanical engineer to build electromechanical components and parts for the catalog used by ATS's design application.
We introduced a dedicated Technical Writing practice to create comprehensive documentation and user guides for the CRM, Sales Application, and other internal systems, expanding and improving the organization's internal wiki.
Reporting that once relied on disconnected spreadsheets is now centralized across multiple systems. Sales processes have been standardized throughout ATS's network of companies, while the legacy estimation tool has evolved into a modern, fully web-based application integrated with the broader software ecosystem.
What began as a set of targeted initiatives ultimately became the software platform ATS relies on to support its day-to-day sales operations.
next caseHave a project in mind? Let's build something miraculous together. Reach out for a free consultation.
