Quotation management
- Create, edit and duplicate quotations
- Change quotation status
- Search quotations
- Generate, print and email quotation PDFs
Client case study · Medical instruments
Modernizing quotation and sales management for Modern Medical Instruments.
CODEESK replaced an older desktop application and manual processes with QuoteFlow CRM, a centralized web-based system for quotations, leads, follow-ups, reporting and user access across Multan and Karachi.
Approved client storyClientModern Medical Instruments (MMI)
IndustryMedical instruments
LocationsMultan & Karachi, Pakistan
ImplementationDecember 2025–March 2026
DeploymentLive since April 2026
Users80–100
The challenge
Quotations, leads and follow-ups depended on a desktop system and manual work.
MMI supplies medical instruments from Multan and Karachi. Before QuoteFlow CRM, its teams used an older desktop application alongside manual processes to prepare quotations and manage sales activity.
- Manual work in day-to-day quotation and sales activities
- Quotations prepared and managed by hand
- Leads and follow-ups tracked manually
- Business data that was difficult to manage and maintain
- No central place to find information
- Limited reporting
- Information spread across two locations
The solution
QuoteFlow CRM: one web-based system for quotation and sales management.
CODEESK rebuilt the existing desktop functionality as a web application and added new capabilities, giving users faster access to quotations, leads, follow-ups, reports and customer activity.
Lead management
- Lead creation and management
- Lead status and assignment
- Lead history
- Lead conversion to customers
Follow-up management
- Follow-up dates and next follow-ups
- Follow-up status
- Follow-up history
- User reminders
Reporting
- Quotation reports
- Lead reports
- Follow-up reports
User rights
- User roles and module permissions
- Create, edit and delete permissions
- Report access
- Branch and location access
Company settings
- Company information, logo and contact details
- Quotation configuration and numbering
- Tax settings
- PDF templates
Implementation
From desktop application to live web platform in four months.
Implemented from December 2025 to March 2026 as one centralized platform for both locations. Historical data from the previous system was not migrated.
- 01
Review
Analyzed the existing desktop application and how MMI's teams worked with it.
- 02
Rebuild
Recreated the existing functionality for the web and developed the new capabilities.
- 03
Test
Tested quotations, leads, follow-ups, reporting, user rights and company configuration.
- 04
Launch
Deployed the application for both locations and continued with technical support.
Business outcomes
Less manual work, centralized data and one system for both locations.
These are qualitative outcomes confirmed for the engagement; no percentage improvement or financial saving is claimed.
Less manual work
Quotation, lead, follow-up and reporting tasks that were handled by hand now run through the system.
Centralized data
Business information is kept in one web-based system, so users can find and manage it more easily.
Faster operations
Creating, editing, searching and managing quotations is faster and more organized.
Structured lead follow-up
Leads and follow-ups are managed in one place, with history, assignments and reminders.
Better reporting
Dedicated quotation, lead and follow-up reports give MMI clearer visibility of sales activity.
Multi-location access
Users in Multan and Karachi work in the same system and see consistent information.
Modern user experience
A modern web interface gives users faster access to business information.
Technology
A maintainable web architecture.
- Frontend
- Next.js and React
- Backend
- ASP.NET Core (.NET 8)
- Database
- Microsoft SQL Server
Ongoing support
Supported beyond launch.
CODEESK continues to provide bug fixing, application maintenance, database maintenance, technical support, and new features and enhancements for MMI.
“CODEESK transformed our old, limited desktop application into a customized web-based solution designed around our business needs. It has made quotation and lead management more organized and efficient, improved our follow-ups, and reduced manual work. The CODEESK team understood our requirements well and delivered a solution that fits the way we work.”
QuoteFlow CRM