A security CRM that helps your team follow up like professionals without buying another bloated tool.
Arcova CRM Phase 1 gives security operators a cleaner commercial workspace for accounts, contacts, opportunities, proposals, email templates, and outbound communication history - inside the same platform that already runs operations, billing, and client workflows.
Phase 1 status:Live now·Pricing model:$149/mo·Follow-up visibility:Timeline-backed
What changes with Phase 1
This release fixes the basic commercial discipline problem before promising heavier automation.
Follow-up
Before
Outreach happens from personal inboxes. Managers cannot see what was sent or what should happen next.
With Arcova
Manual send happens from the CRM record with template support and timeline history attached to the deal context.
Proposal continuity
Before
Proposal status lives in side conversations and spreadsheets. The full story is hard to reconstruct later.
With Arcova
Proposal workflow remains attached to the opportunity so commercial context stays visible to the team.
Pricing trust
Before
Most security software makes buyers request pricing before they can even understand the scope.
With Arcova
Arcova CRM Basic is public at $149/month and aligned to the features that are actually live today.
Security operators do not need more software tabs. They need cleaner follow-up.
Most security companies already have enough systems. The revenue leak comes from opportunities, contacts, proposals, and next steps living in inboxes, spreadsheets, and memory while operations work takes over the day.
Contacts and deal context get fragmented
Disconnected recordsA prospect calls, a proposal goes out, someone promises a follow-up, and the context disappears into personal inboxes or side notes. The next person touching the deal starts half blind.
Operational urgency kills sales discipline
Revenue dragShift coverage, payroll issues, and client requests always feel more urgent than follow-up. Without a repeatable CRM workflow, good deals simply cool off while the office fights fires.
Email follow-up has no shared history
No visibilityWhen outreach happens from individual inboxes with no CRM history, managers cannot see what was sent, what version of the message went out, or whether the deal is actually moving.
Arcova CRM Phase 1 gives you the commercial foundation without pretending the roadmap is already shipped.
This release focuses on the part security companies need first: organized records, proposal context, repeatable communication, and visible activity history inside the same platform as the rest of the business.
Track accounts, contacts, and opportunities
Keep the company, decision-makers, opportunity value, and next action in one CRM workspace instead of splitting them across email threads and spreadsheets.
Tie proposal work to the deal record
Proposal workflow stays attached to the opportunity so your team can see what is in play and keep the commercial picture intact as deals move forward.
Use reusable email templates with merge variables
Create standardized outreach for intros, proposal follow-up, and check-ins using merge fields for account, contact, rep, and opportunity context.
Send manually from the CRM record and keep the history
Reps and operators can send outbound email from an opportunity, account, or contact and immediately see that communication reflected in the CRM timeline.
Phase 1 features your team can use today
The public page should match the shipped slice, so this section avoids Growth and Advanced claims that are not yet live.
Opportunity and account management
Manage accounts, contacts, opportunities, tasks, and proposal context in one security-specific CRM workspace.
Email templates and manual send
Build reusable templates, preview them with merge fields, and send from the record instead of switching systems.
Outbound communication history
Every sent email is visible in the activity timeline so the team can understand the full relationship context.
Entitlement-aware CRM experience
Phase 1 introduces clean tier controls so the CRM can expand into Growth and Advanced without messy permission workarounds.
Basic analytics visibility
CRM users keep access to the current foundational analytics surface without being shown unavailable advanced workflow claims.
Cleaner upgrade path
Start with CRM Basic now, then expand into automations, forecasting, approvals, and lifecycle workflows as later phases ship.
Connected system
Connected to the operating system, not sitting beside it
Arcova CRM becomes more valuable because it lives in the same environment as the modules that eventually deliver and support the contract.
Scheduling
Commercial context stays close to the workflows that eventually staff and launch the work.
Billing
Proposal and account context live in the same platform that later supports invoicing and revenue operations.
Client management
Arcova is built so commercial records do not stay isolated from the client and service-delivery side of the business.
Transparent module pricing
$149/mo
CRM Basic is live now. Growth and Advanced stay on the roadmap until those features ship.
- Accounts, contacts, opportunities, tasks, and proposal workflow foundations
- Email templates with merge variables for repeatable outreach
- Manual email send from opportunity, account, and contact records
- Outbound email history in the CRM activity timeline
- Transparent launch pricing with no inflated enterprise claim
- Clean upgrade path into CRM Growth and CRM Advanced later
Planned next tiers: CRM Growth at $349/month and CRM Advanced at $749/month once those capabilities are live.
Choose the CRM tier that matches how mature your sales process is.
Phase 1 pricing follows the implementation plan: CRM Basic is available now, while CRM Growth and CRM Advanced are shown as the coming-soon path for stronger workflow control.
CRM Basic
$149/mo
- Accounts, contacts, leads, opportunities, tasks, and activities
- Dashboard, pipeline, and record pages
- Proposal builder and proposal templates
- Email templates CRUD
- Manual email send and test send
- Email history in the activity timeline
- Basic analytics KPIs
CRM Growth
$349/mo
- Everything in CRM Basic
- Automation rules
- Email automation actions
- Assignment and routing rules
- Configurable stage requirements
- Manager and team analytics
- Growth-tier analytics export
CRM Advanced
$749/mo
- Everything in CRM Growth
- Forecasting and weighted pipeline
- Proposal, discount, and margin approvals
- Sequences and cadences
- Renewals and lifecycle workflows
- Won-deal implementation handoff
- Multi-location rollups and cross-module workflows
See whether Arcova CRM Phase 1 is enough to clean up your commercial process right now.
We will walk through your current follow-up, proposal, and account workflow and show exactly where CRM Basic fits today - and what stays on the roadmap for later phases.