CRM for Aerospace Quality Control

The aerospace quality control workflow

In aerospace NDT, a single lapsed vision test or an uncontrolled technique sheet can become an audit finding against the whole shop. The Atlantis NDT ERP puts dated, signed records behind each step: certification status computed automatically, procedure revisions locked once approved, calibration certificates stored per serial number, and reports signed by inspector, reviewer and approver. Timesheets warn if a technician logs work while a certificate is not valid.

Keep the module scope separate from sector-specific configuration. Demonstrate the required records and approval steps using a representative job before agreeing the implementation.

Records and controls to evaluate

• Lead and opportunity fields for service line, lead source, NDT service type, industry sector and site country
• Estimated technicians and days on each opportunity
• NDT lead score 0 to 100 with hot, warm, nurture and cold bands
• Lead import from CSV
• AI-personalised email preview and enrolment in drip email sequences
• Business Cards app: card photo to CRM lead or mailing list
• Quotations with job type, site, project dates, applicable codes and global discount
• Branded quotation PDF with online acceptance and signature converting to a sales order

Follow the work from start to finish

An enquiry arrives through the website form, email or a business card collected at an event, and becomes a lead with service type, industry and site country. The lead score places it as hot, warm, nurture or cold. Nurture leads can be enrolled in a drip sequence for the relevant service line. Hot leads move to an opportunity where the estimator records estimated technicians and days and builds the quotation from NDT service products.

The client receives a branded PDF, accepts and signs online, and the quote becomes a sales order, ready to open as a project.

Check the evidence, permissions and handover

NDT enquiries rarely look like standard sales leads. A refinery maintenance planner wants a UT and MT crew for a shutdown; a fabricator needs RT on a batch of welds next week. Capturing service type, industry, site country and estimated technicians and days on the lead means the operations manager can judge crew needs early, and the lead score helps separate a real job from a general enquiry.

Quotations carry applicable codes and method-flagged service products, so the scope in the quote matches what the crew will actually do.

During the trial, ask one user to create a record and another to review it. Make a correction, check which version a customer receives, and export the final record with its references. Record any manual steps or configuration gaps in the acceptance checklist.

Software organises evidence; it does not grant personnel certification, laboratory accreditation or customer approval. Confirm the requirements that apply to your work with the responsible technical or quality manager.

Questions about crm

How is the NDT lead score worked out?

Each lead gets a score from 0 to 100 and a band of hot, warm, nurture or cold based on its NDT details. The scoring rules can be tuned during implementation.

Can clients accept quotations online?

Yes. The branded quotation can be accepted and signed online by the client, which converts it to a sales order.

Can we import our existing contact lists?

Yes. Leads can be imported from CSV, and business cards can be added from a photo using the Business Cards app.

Choose the next step

Request the 14-day ERP trial to work through a representative job. Use the integration scoping guide for external systems: a REST API connection needs an agreed data mapping, implementation and test plan.

Aerospace Quality Control guide · Current plans · Discuss your workflow