CRM & sales
The sales flow that turns requests into customers, and customers into revenue.
- Staged pipeline with lost reasons
- Automatic customer history on new requests
- Instant customer lookup by phone or name
- Sales rep assignment and sales calendar
ArvoOS · Modules
ArvoOS modules are 13 capability areas working on the same data: work that starts in one module moves to the next without anyone re-entering it.
Capability areas
Start with the modules you need; extend the system as your team and processes grow.
The sales flow that turns requests into customers, and customers into revenue.
The commercial process, from drafting to acceptance.
A signature-ready contract from a proposal in one step.
Every deal’s documents on one timeline.
Turn sold work into a flow your teams can deliver.
A branded page where your customer follows their own job.
An up-to-date financial picture tied to sales and operations.
Team structure and staff processes in one order.
Turn data from every module into decisions.
Team conversations right next to the work.
Who sees what — clear and auditable.
Every organization in its own space, under its own brand.
Powerful on desktop, as easy as an app on your phone.
FAQ
CRM and sales, proposals, contracts, document centre, operations, customer tracking portal, finance, human resources, reports and communication — supported by governance, branding and a mobile experience.
They all work on the same data: an accepted proposal becomes a contract in one step, a signed contract automatically becomes a job workflow, and payments and profitability stay tied to the same job.
No. Your plan is built around the modules you need and can be extended as the system grows.
That is set by the role × module permission matrix; roles such as sales reps can be limited to their own records.