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Module · CRM
Your sales, in the same place as your invoicing
From first contact to invoice without switching tools. Pipeline, contacts and follow-up connected to your whole ERP.
What's included
Operable by ARIA
Visual pipeline
Drag opportunities across stages and see at a glance what's about to close.
Operable by ARIA
Contacts and clients
A single record per client with their invoice history, activities and deals.
Operable by ARIA
Activities and follow-up
Calls, emails and tasks logged so no opportunity goes cold.
Operable by ARIA
Opportunities and forecast
Close forecast by stage so you know what to expect this month.
ARIA in this module
"How's the pipeline?"
ARIA reviews your opportunities, flags the ones idle for days and tells you what to prioritize.
- "How much will I close this month?"
- "Which opportunities have been idle for 14 days?"
- "Log a call with Client X"
Stop operating your ERP. Start directing it.
Tell ARIA what you need. Your team of agents handles the rest.