CRM

Custom pipelines with automated follow-ups, activity tracking, and admin views for coaching with data.

Setup

Getting started with CRM.

Build custom pipelines for sales, projects, or any workflow. Import existing contacts and deal history.

How it works

Qualified leads from Prospecting land automatically with full research and contacts attached

Workflow builder auto-escalates stale deals, sends follow-ups on quotes and meetings

Track rep activity, pipeline velocity, and conversion rates from admin view

Run jobs with budget and milestones — estimate, execution, and billing in one place

Explore more tools

Receive RFQ emails, match parts against your catalog, validate pricing, and send professional quotes automatically.

Train a custom AI model on your historical job costs. Generate accurate estimates that maintain target margins.

Read incoming POs from email and PDF. Validate line items against your catalog and customer pricing. Flag discrepancies.

Discover how Arzana can put time back in your hands for what matters most.