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One platform.
Every service business.

AIMP is a configurable business operating platform built for service-based organizations. Insurance was our first implementation — the platform itself adapts to how your business actually operates.

Insurance
Real Estate
Financial Advisory
Healthcare
Accounting
Professional Services
AIMP
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Brilliant Star Quartz
Agency

Good morning, Alex 👋

Here's what's happening in your business today.

Revenue
₱12.45M↑ 24%
vs last 30 days
Pipeline
₱8.32M↑ 18%
vs last 30 days
Tasks due
28↑ 5
due today
Appointments
15↑ 3
today
Revenue OverviewThis Month
₱12.45M↑ 24%vs last month
May 1May 8May 15May 22May 29
Workflow Progress
Lead In
Auto-assign
Assign
Nurture
Convert
Sales Pipeline
New
8
₱360,000
Qualified
12
₱1,250,000
Proposal
5
₱980,000
Won
3
₱2,240,000
Lead Sources
Facebook Ads42%
Google Ads28%
Referral16%
Website10%
Others4%
AI Suggestion2m ago
3 leads are ready for follow-up based on engagement signals.
Workflow Completed2m ago
Client onboarding workflow completed successfully.
Meeting in 15 minutes5m ago
Discovery call with John D. Today at 2:00 PM.
New Lead CapturedJust now
From Facebook Ads
View all activity
AI Executive Briefing
3 leads have gone quiet this week
2 team members are ready for the next recruitment stage
The monthly revenue is 12% ahead of target
View all insights

Built for how your business actually works

Every industry gets the same core platform, configured around its own workflows.

Insurance Agencies

Recruit advisors, manage policies, and track commissions in one place.

Workflow

Lead → Advisor → Policy → Renewal

Example KPI

Policies renewed on time

AI capability

Flags policies at risk of lapsing

CRMRecruitmentAnalyticsAI Assistant

Financial Advisory Firms

Manage client portfolios, reviews, and compliance touchpoints.

Workflow

Prospect → Onboard → Review → Retain

Example KPI

Client review completion rate

AI capability

Drafts portfolio review summaries

CRMCalendarReportsAI Assistant

Real Estate Brokerages

Track listings, buyer leads, and closings from one pipeline.

Workflow

Listing → Lead → Showing → Close

Example KPI

Average days on market

AI capability

Matches leads to new listings automatically

CRMAutomationMessagingAnalytics

Healthcare Clinics

Coordinate patient intake, scheduling, and follow-up care.

Workflow

Intake → Schedule → Visit → Follow-up

Example KPI

No-show rate

AI capability

Sends automated appointment reminders

CalendarMessagingTasksAutomation

Accounting Firms

Manage client engagements, deadlines, and document requests.

Workflow

Engagement → Collect → File → Close

Example KPI

On-time filing rate

AI capability

Chases missing client documents automatically

TasksAutomationReportsMessaging

Consulting Firms

Run engagements, track deliverables, and manage utilization.

Workflow

Proposal → Engagement → Delivery → Renewal

Example KPI

Team utilization rate

AI capability

Surfaces at-risk project timelines

CRMTasksAnalyticsReports

Training Organizations

Manage enrollments, cohorts, and certification tracking.

Workflow

Inquiry → Enroll → Deliver → Certify

Example KPI

Course completion rate

AI capability

Nudges learners who fall behind

CRMAutomationCalendarAnalytics

Professional Services

Run client work, billing, and operations from one system.

Workflow

Inquiry → Proposal → Delivery → Invoice

Example KPI

Billable utilization

AI capability

Drafts client status updates automatically

CRMTasksReportsAI Assistant

One core platform. Every industry.

The same AIMP core powers every implementation — only the workflows change.

InsuranceFinancial AdvisoryReal EstateHealthcareAccountingProfessional Services
Same AIMP Core
Different workflows
CRM
Automation
AI
Analytics
Tasks
Calendar
Messaging
Reports

Why businesses choose AIMP

Configurable

Adapts to your workflows instead of forcing you into someone else's.

AI-powered

Built-in intelligence that drafts, flags, and automates as you work.

Scalable

From a single branch to a multi-level organization, without switching tools.

Secure

Role-based access and enterprise-grade infrastructure by default.

The full customer journey, automated

AIMP follows every relationship from first contact to long-term growth.

Capture Leads
Automate
Engage
Convert
Retain
Grow

Ready to modernize your business?

Start your free 14-day trial, or talk to our team about what a configured AIMP workspace looks like for your industry.

AIMP

The AI-powered business operating platform for service-based organizations.

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