CRM

Client Overview

A fast-growing fitness franchise with multiple locations across the USA was struggling with outdated, manual processes. Relying on Excel for lead tracking, attendance, and customer data created inefficiencies, data silos, and poor customer engagement.

Key Challenges

  • Inconsistent Data Management: Each location used different formats in Excel, causing issues in data consolidation.

  • No Centralized Lead Tracking: Missed opportunities due to the absence of a unified system.

  • Manual Workload: Staff time consumed by repetitive tasks, impacting service quality.

  • Slow Response Times: Delays in addressing customer inquiries lowered satisfaction.

  • Poor Internal Communication: Fragmented communication between branches.

  • Limited Analytics: No real-time insights into performance or customer behavior.

Aqlix Solution: Custom CRM Development

Aqlix designed and deployed a custom AI-enabled CRM system tailored specifically for the franchise’s needs.

Core Features Delivered

  • Centralized Database: Replaced Excel with a cloud-based CRM for uniform, secure data storage.

  • Automated Lead Management: Smart workflows to capture, track, and follow up on leads.

  • Location-Based Routing: Inquiries auto-assigned to relevant local teams (e.g., Boston queries handled by Boston staff).

  • Real-Time Alerts: Instant notifications for both customers and staff.

  • Advanced Reporting: Actionable insights through visual dashboards and performance reports.

Implementation Challenges

  • Data Migration: Cleaning and standardizing Excel-based records.

  • Customization: Balancing local needs with franchise-wide consistency.

  • System Integration: Connecting CRM with existing fitness management tools.

  • Training & Adoption: Onboarding staff across all locations with minimal disruption.

Technology Stack

  • Database: MongoDB

  • Hosting: AWS

  • CRM Backend: Node.js (assumed)

  • CRM Frontend: React.js (assumed)

  • AI Integration: Custom automation workflows

  • Notification System: Real-time push/email alerts

Business Impact

  • 40% Faster Lead Conversions: Automated follow-ups improved conversion rates.

  • 25% Increase in Customer Retention: Real-time service improved loyalty.

  • Improved Operational Efficiency: Staff focused more on customer experience, less on data entry.

  • Real-Time Insights: Enabled data-driven decisions with clear metrics and KPIs.

Conclusion

By partnering with Aqlix IT Solutions, the fitness franchise evolved from fragmented manual operations to a fully integrated CRM ecosystem. The AI-powered CRM brought consistency, speed, and personalization—key drivers behind the franchise’s boost in sales, customer satisfaction, and operational agility.

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