Acer Engineering Business Platform

CRM, quote and project management, invoicing, reporting dashboards, custom web development

Acer Engineering needed a single platform to manage their entire operation — from sales and quoting through to project delivery and financial reporting. We designed and built a bespoke business management system that handles everything in one place, tailored to the way their team works.

The Problem:

Like many engineering firms, Acer was running operations using a combination of spreadsheets, emails and legacy tools. There was no unified view of customer activity, financial tracking was manual, and reporting for directors was slow and inconsistent.

Our Solution:

We built a secure, scalable web portal that brings all core operations together. The system includes:

• CRM and customer history
• Quote creation and versioning
• Project tracking
• Purchase orders and delivery management
• Invoicing and finance logs
• Live management dashboards

The platform simplifies internal processes, reduces admin, and provides clear, real-time reporting.

Outcome:

The portal now sits at the heart of Acer’s operation — improving visibility, reducing duplication, and enabling better decisions across the business.