CRM
Custom pipelines with automated follow-ups, activity tracking, and admin views for coaching with data.
Setup
Getting started with CRM.
Build custom pipelines for sales, projects, or any workflow. Import existing contacts and deal history.
How it works
From trigger to outcome.
Qualified leads from Prospecting land automatically with full research and contacts attached
Workflow builder auto-escalates stale deals, sends follow-ups on quotes and meetings
Track rep activity, pipeline velocity, and conversion rates from admin view
Run jobs with budget and milestones — estimate, execution, and billing in one place
Why CRM
Results you can measure.
Leads arrive pre-qualified with full research
Automated follow-ups and deal escalation
Admin dashboards for coaching with data
Job management from estimate to invoice
How CRM works for manufacturers.
Most CRM platforms are built for SaaS sales teams, not manufacturers. Arzana's CRM is purpose-built for industrial sales workflows where deals involve custom quotes, long lead times, project-based work, and repeat orders. Qualified leads from the Prospecting tool land automatically with full company research, contact information, and fit scores already attached — no manual data entry required. The workflow builder allows you to create custom pipelines for different sales processes, with automated actions that trigger based on deal stage, age, or value. Stale deals get escalated, open quotes get follow-up reminders, and meetings get prep summaries. For project-based manufacturers, the CRM doubles as a job management system: track estimates, execution milestones, and billing in one place alongside the sales pipeline. Admin dashboards give sales managers real-time visibility into rep activity, pipeline velocity, conversion rates, and revenue forecasts. Every interaction — emails, calls, meetings, quotes, orders — is captured automatically so your team spends time selling, not logging activities.
Explore more tools
Other tools in the Arsenal.
Quoting
Receive RFQ emails, match parts against your catalog, validate pricing, and send professional quotes automatically.
Learn more
Estimating
Train a custom AI model on your historical job costs. Generate accurate estimates that maintain target margins.
Learn more
Order Entry
Read incoming POs from email and PDF. Validate line items against your catalog and customer pricing. Flag discrepancies.
Learn moreCRM - Frequently asked questions
How does Arzana's CRM tool work?
Custom pipelines with automated follow-ups, activity tracking, and admin views for coaching with data. The tool is fully customized to your specific operation, including your product catalog, pricing rules, vendor relationships, and customer requirements. It integrates directly with your existing ERP system and starts delivering results within 30 days of deployment.
How long does it take to set up CRM?
Most manufacturers go live with CRM within 30 days. Our forward-deployed engineers work from your facility to configure the system around your exact processes. Setup involves: Build custom pipelines for sales, projects, or any workflow. Import existing contacts and deal history.
Does CRM integrate with my existing ERP?
Yes. Arzana integrates with all major manufacturing ERP systems including Epicor, JobBoss, SAP, QuickBooks, NetSuite, Sage, IFS, Microsoft Dynamics, and Prophet 21. We also integrate with CRM platforms like Salesforce, HubSpot, and Zoho, and email systems including Gmail and Outlook. Custom integrations are built in under a week.
What kind of accuracy does CRM achieve?
Arzana's CRM tool achieves 99%+ accuracy on data processing, document extraction, and automated workflows. Every AI model is trained specifically on your data, your catalog, and your historical transactions, which means accuracy improves over time as the system learns your operation's patterns and edge cases.
Is there a guarantee on CRM?
Every Arzana tool comes with a 90-day proof-of-value guarantee. If CRM does not deliver measurable results for your operation within 90 days, you receive a full refund. We stand behind our technology because we deploy it in real manufacturing environments and measure real outcomes.
How much does CRM cost?
Individual Arsenal tools like CRM range from $2,500 to $7,000 per month depending on complexity and volume. The full Arsenal platform with all tools starts at $10,000 per month. Every engagement includes custom integrations, forward-deployed engineering support, and same-day customer service. Visit our pricing page for detailed breakdowns.
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