CRM
From first enquiry to a live project, in one record.
Keep sales close to delivery, so the project starts with what was agreed.
Sales pipelineWon deals become projects
Enquiry2
Acme Estates
£18,000RE
Acme Lettings
£4,800KD
Quoted1
Acme Homes
£9,600MH
Negotiating1
Acme Utilities
£27,500KD
Won1
Acme Homes
£48,000RE
The problem
Where won work loses detail.
Quotes in spreadsheets.
Pipeline value is a guess.
Re-keying on the win.
Customer, budget and project manager typed in again.
No link from quote to margin.
You can’t compare what you quoted with what it cost.
Pipeline, quotes and follow-ups
See every opportunity, stage by stage.
An opportunity moves through your sales pipeline until it’s won or lost, with the quote and every follow-up alongside it.
- Multiple sales pipelines with a board view
- Win rate by pipeline and owner
- Quotes built from your own product and service list, so prices are consistent from one quote to the next
- Log calls, meetings and tasks with due dates and overdue views
- EnquiryAdded to a pipeline and tracked stage by stage.
- QuoteLines from your product and service list.
- WonThe opportunity is won or the quote accepted.
- ProjectCreated with what was agreed.
Kestrel Lane officesAcme Homes · PRJ-0217
Budget£48,000
Committed£10,200
Actual£22,450
Remaining£15,350
Survey & design 86% of budget£10,320 of £12,000
Groundworks £18,030 of £24,000
Fit-out £4,300 of £12,000
ActualCommitted
Won work becomes a project
Win the work, and the project is ready.
When an opportunity is won or a quote is accepted, Arvia creates the project. Nothing is typed twice.
- The customer, budget and project manager carry across
- A new customer is created if they aren’t in Arvia yet
- The project starts with what was agreed in the quote
Customer accounts and contacts
One clean list of customers.
- Customer accounts, contacts and leads, with spreadsheet import and export
- Duplicate detection and merge for customers and suppliers
- Customers, suppliers and contacts come from Xero, so both systems use the same contacts. What syncs with Xero
- Contacts from XeroCustomers and suppliers come across from Xero.
- Imports and new leadsFrom a spreadsheet, or added in Arvia.
- Duplicates mergedArvia flags likely duplicates for you to merge.
- One customer recordUsed on quotes, projects and invoices.
FAQ
CRM questions.
Does Arvia sync with another CRM?
No. Arvia’s CRM is built in, so opportunities, quotes and projects share one record. It doesn’t sync with other CRM systems.
What carries across when we win the work?
The customer, budget and project manager carry across to the new project, so it starts with what was agreed.
Can we import our existing contacts?
Yes. Clients and CRM contacts are among the 13 kinds of record you can import from CSV, and customer accounts and contacts can also be imported from a spreadsheet.
How do customers relate to Xero?
Customers, suppliers and contacts come from Xero, so both systems use the same contacts.