Add-on · CRM
Follow up from the deal record — not a personal inbox.
Arcova CRM keeps accounts, contacts, opportunities, proposal context, and activity history together so commercial next steps survive the ops day.
Operating record
Runs before the chain
Shift cell
Clock-in
Time entry
Invoice line
Payout
CRM runs before the chain exists — it turns a prospect into the client and site a record can belong to.
See the whole chainWhere commercial follow-up falls apart
Ops always feels more urgent than the pipeline. When accounts, proposals, and next steps live in inboxes, deals cool while the desk fights fires.
Deal context fragments across people
A prospect calls, a proposal goes out, someone promises a follow-up — and the next person touching the deal starts half blind.
Coverage work kills sales discipline
Shift coverage and client fires always win the day. Without a shared next action on the record, good opportunities simply go quiet.
Outreach has no shared history
When follow-up leaves personal inboxes, managers cannot see what was sent, which version went out, or whether the deal is actually moving.
How it works
From account to next action on one record
Keep company, contacts, opportunity, proposal, and activity history together so commercial follow-up survives the ops day.
- 1
Capture the account and opportunity
Company, decision-makers, opportunity value, and next action live in one CRM workspace instead of side notes and spreadsheets.
- 2
Attach proposal work to the deal
Proposal context stays on the opportunity so the team can see what is in play without reconstructing the thread later.
- 3
Log the commercial activity
Notes, tasks, and outreach history stay attached to the account, contact, and opportunity record.
- 4
Drive the next step from the timeline
The shared activity history shows what happened last and what should happen next — before the deal cools off.
What sales and account teams actually use
A CRM built for how security companies actually sell, from first conversation through handoff.
Accounts, contacts, and opportunities
Manage the commercial picture in one place — who owns the relationship, what is open, and what the next action is.
Activity timeline on the deal
Notes, tasks, and commercial events stay visible so handoffs do not restart from zero.
Outbound history with the record
Sent communication stays on the relationship timeline so managers can review progress without asking for screenshots.
Same commercial moments. Shared context.
What changes when follow-up, proposals, and account history share one record.
Follow-up
Before
Outreach happens from personal inboxes. Managers cannot see what was sent or what should happen next.
With Arcova
Next actions, notes, and timeline history stay attached to the deal so the team knows the next step.
Proposal continuity
Before
Proposal status lives in side conversations and spreadsheets. The full story is hard to reconstruct later.
With Arcova
Proposal work stays on the opportunity so commercial context remains visible through handoffs.
Handoffs
Before
A new owner opens email and guesses where the relationship left off.
With Arcova
Account, contact, opportunity, and activity history open together — the next person starts with the record, not a scavenger hunt.
CRM sits with the operating record
Commercial context lives in the same platform that later staffs, invoices, and supports the contract.
See commercial follow-up on one security CRM record.
Trace one real opportunity from first contact through proposal, follow-up, and account handoff.