From Paper Trails to AI-Powered Success: How Cutrico Transformed Its Operations with CRM-ERP
35 Years of Excellence in HVAC Contracting
For over three decades, Cutrico has been a trusted name in mechanical contracting, with a strong focus on heating, ventilation, and air conditioning (HVAC). With 35 years under their belt, they’ve built a reputation for delivering quality installations, responsive customer service, and dependable warranty management.
But even seasoned companies can hit operational roadblocks.
The Challenge: Outdated Systems Holding Back Progress
Like many businesses with a long legacy, Cutrico found themselves tangled in traditional, manual systems—journals, guarantee cards, and the infamous Excel spreadsheets. While these tools were once the norm, they started causing more harm than good.
Instead of streamlining processes, these outdated systems created inefficiencies, delays, and headaches. Tasks like tracking warranties, updating inventories, and managing customer data became tedious and error-prone. The team knew it was time for a change.
The Solution: AI-Powered CRM-ERP to the Rescue
That’s where we stepped in.
We implemented a data-driven CRM-ERP system—a comprehensive, web-based solution that digitized and automated Cutrico’s day-to-day operations. The system integrates real-time updates across departments, helping staff stay on top of:
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Sales and inventory management
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Scheduling and task planning for staff
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Custom modules tailored for individual clients
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Tracking of installed products and services
This all-in-one system became the digital backbone of Cutrico’s business, offering a single source of truth across departments.
Beyond CRM: A Financial Engine That Fuels Growth
The benefits didn’t stop at automation. The CRM-ERP also includes a built-in financial module, enabling Cutrico to:
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Instantly generate accurate quotes
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Track and manage active quotes
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Organize sales meetings
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Streamline the lead-to-sale process
With this level of automation, communication between Cutrico and their clients has become faster and more effective—saving time and eliminating confusion.
Enter Workflow AI: Goodbye Paperwork, Hello Efficiency
After a sale, things can still go wrong—but now Cutrico has a secret weapon: Workflow AI.
This AI-driven database automates the processes organizations rely on every day, including:
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Procedure tools
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Task planning
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Warranty management
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Inventory restocking
And best of all? It’s all digital.
No more stacks of paper, no more misplaced warranty cards, and no more mind-numbing data entry. Cutrico now enjoys a centralized portal where they can track everything from restock alerts to active warranties—anytime, anywhere.
The Results: Smarter, Faster, Greener Operations
Thanks to the CRM-ERP system and Workflow AI, Cutrico is operating more efficiently than ever. They’ve dramatically reduced paper waste, improved customer satisfaction, and cut down on administrative overhead—all while positioning themselves for future growth.
Ready to Transform Your Business?
If Cutrico can revolutionize their workflow after 35 years of doing things the old way, so can you.
Automate your operations.
Empower your team with AI.
Deliver better experiences for your customers.
Contact us today and take your business to the next level with CRM-ERP and Workflow AI!
