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Aqeeq Technologies

CRM, automation, and document signing for enterprise teams

Services

  • CRM Development
  • Automation
  • Document Signing
CRM Automation & Team Workflows

About

CWA

Enterprise CRM teams needed automation for routing, handoffs, and document signing without stopping day-to-day sales operations.

Aqeeq delivered CRM workflows with automation and e-signature paths so teams could close deals with a full audit trail.

Challenges

CRM stages, ownership rules, and document signing lived in disconnected processes. Teams lost deals to stalled routing, missing reminders, and signature workflows that sat outside the CRM timeline.

  • Stalled deal stages when routing and reminders depended on manual follow-up.
  • Signing outside CRM broke audit trails and delayed close when documents left the system of record.
  • Unclear ownership made handoffs between CRM team members inconsistent.
  • Change risk blocked modernization if automation required stopping day-to-day sales.
CRM Automation & Team Workflows

Project Journey

  1. 1. Workflow mapping

    Documented CRM stages, ownership rules, and signing checkpoints.

  2. 2. Automation build

    Routing, reminders, and document signing integrated into team workflows.

  3. 3. Rollout

    Phased enablement by team with monitoring for stalled deals.

Scope

CRM workflows

Stage routing, ownership rules, and reminders inside the team operating model.

Document signing

E-signature flows with audit trails tied to CRM deal context.

Automation

Rules that reduce manual chase-down without removing human judgment for exceptions.

Rollout

Phased enablement by team with monitoring for stalled deals.

Results

  • Faster deal progression with automated routing and reminders
  • Document signing embedded in CRM workflows with audit trails
  • Clearer ownership across CRM team handoffs
  • Phased modernization without freezing sales operations
  • Visibility into stalled deals for leadership intervention

Production

Grade delivery

Phased

Rollout model

Operated

Post-launch support

Read more case studies

Check out more Aqeeq projects and success stories.

OMNICHANNEL COMMERCE

ShopLinx Omnichannel Commerce

ShopLinx is an AI-powered operating system for retail and D2C brands — social automation on WhatsApp, Instagram, and Facebook, Shopify sync, unified CRM, and commerce that holds under campaign traffic.

Read case study

COLD CHAIN

Cold Chain & Farm-to-Market Platform

Sahyadri Farms needed one dashboard for logistics and supply-chain records across sales, logistics, marketing, and admin — replacing scattered tools with a centralized React, Node.js, Express, and PostgreSQL platform, plus AI assistance through AURA.

Read case study

RETAIL ERP

Retail ERP & Inventory Platform

Multi-brand retailers needed one inventory truth across stores, warehouses, and digital channels — without ripping out existing ERP investments. The platform became the integration and operator layer that merchandising and ops could trust daily.

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EDTECH

AI Exam & Assessment Platform

Examifly is a Next.js edtech platform for AI-based student assessment — exams and mark calculation handled by AI, with query resolution so learners get answers without waiting on faculty queues.

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STUDENT AI

Student AI Platform

Student Cat is a complete school management system — academics, administration, attendance, and AI query handling with AURA — built for operators who run schools every day, not demo dashboards.

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CYBER ANALYTICS

AI-Powered Threat Intelligence

Netviss is an AI-powered cybersecurity platform for adaptive threat detection, network visibility, and security operations — signal over noise for teams drowning in alerts.

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