CRM
Custom pipelines with automated follow-ups, activity tracking, and admin views for coaching with data.
How it works
From trigger to outcome.
Qualified leads from Prospecting land in your pipeline automatically with full research attached.
Total Deals
155
Pipeline Value
$2.05M
Weighted Forecast
$892K
New Leads
50
$0
Conveyor Belt Upgrade
From ProspectingTitan Industrial
Motor Assembly RFQ
Apex Manufacturing
Custom Bracket Order
Forge Systems
$616K
Q2 Encoder Project
HotTitan Industrial
Gearbox Replacement
Pending ApprovalSummit Machining
CNC Retrofit Parts
Sterling Precision
$676K
Q1 Rotor Project
Quote SentTitan Industrial
Assembly Line Motors
HotPacific Drives
Bearing Housing Set
Midwest Mfg
$758K
Annual Supply Contract
Order ReceivedGreat Lakes Steel
Turbine Blade Kit
Aero Precision
Setup
Live in 120 days.
Initial data dump for model training
Build custom pipelines for sales, projects, or any workflow. Import existing contacts and deal history.
30 days of development
Our engineers configure and train CRM against your data, workflows, and integrations.
60 days of beta testing
Run alongside your current process. We tune accuracy, catch edge cases, and adjust thresholds until outputs match or exceed your team's standards.
30 days of rollout and training
Flip the switch across your office. We train your team, hand off playbooks, and stand by for same-day support.
120 days total from initiation to go-live
No multi-year implementation. Four months from kickoff to a fully deployed, measured result.
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
Explore more tools
Other Arzana Agents.
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 120 days of initiation.
How long does it take to set up CRM?
Live in 120 days. Our forward-deployed engineers work from your facility to configure the system around your exact processes. Setup begins with: 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. We build custom integrations at no additional cost.
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.
Ready to automate your office?
Discover how Arzana can put time back in your hands for what matters most.