Win the deal.
Keep the customer.
Grow the account.

Most CRMs help you close the deal and stop there. ArcCRM follows the customer past the contract. Sales, account management, and customer success work from the same customer record, so the relationship that started with a sale keeps growing through renewals, expansion, and support.

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Customer Operations · One View Live
Pipeline
Northside Foods$48K
Proposal · 3d ago
Apex Logistics$72K
Stalled 14 days
Crown Mills$36K
Negotiation · today
Field Today
Oliver H.✓ 3/4
Greenfield Foods
Harry W.In visit
Marlow Bakery
George P.2 pending
Today's route
Tickets
Apex LogisticsSLA 2h
Delivery issue
Northside FoodsSLA 8h
Quote query
Crown MillsOpen
Renewal review
Lead Recovery

Bring back the leads
your team almost lost.

Most CRMs treat a lead like an event. Captured, contacted, closed or forgotten. ArcCRM treats every lead as a relationship worth recovering. The Single-Touch Recovery Engine identifies leads contacted only once and surfaces them for re-engagement before they go cold. The SDR Recovery Queue builds prioritized recovery lists for each rep, ranked by deal value, time since last touch, and historical conversion patterns.

↻ Single-Touch Recovery Engine + SDR Recovery Queue
Single-Touch Recovery Engine
23 single-touch leads identified this week
Hayes Logistics
1 touch · 32 days ago
Re-engage →
Riverside Foods
1 touch · 27 days ago
Re-engage →
Stratton Mills
1 touch · 19 days ago
Re-engage →
Bramley Co.
1 touch · 14 days ago
Re-engage →
Recovery Queue · By SDR ● Auto-prioritized
OH
Oliver H.
8 leads in queue
Hayes Log. P1
High deal value
Stratton P2
Engaged 60d ago
Bramley P3
Past customer
HW
Harry W.
6 leads in queue
Riverside P1
High deal value
Apex Log. P2
Stalled deal
Marlow P3
Quote sent 45d
GP
George P.
5 leads in queue
Crown M. P2
Demo no-show
Westgate P3
Cold 90d
Greenfield P3
Past customer
Incoming Follow-ups
Apex Logistics$72K
No touch in 14 days
Greenfield Foods$92K
Proposal sent · routing
Crown Mills$36K
Demo done · awaiting reply
Riverside Dist.$54K
Quote follow-up due
→
Effort Allocation Engine
Match logic
Capacity60%
Recent Activity25%
Outcome History15%
Evaluating 4 follow-ups
→
Sales Team
Match · Highest win probability
OH
Oliver H.
Cap78% Wins5 Rate18.4%
HW
Harry W.
Cap62% Wins3 Rate14.6%
GP
George P.
Cap45% Wins1 Rate11.9%
247
Dials Made
38
Live Connects
15.4%
Connect Rate
9
To Opportunity
Effort Allocation Engine

The follow-up reaches the rep most likely to close it.

Most sales teams assign leads by rotation or by rep preference, and the outcome is uneven coverage. The Effort Allocation Engine looks at each rep's current capacity, recent activity, and outcome history, then routes the next follow-up to the rep most likely to advance it. SDR performance becomes measurable on what moves the deal forward, not on dial volume.

⚙ Powered by the Effort Allocation Engine
Smart Lead Routing

Every lead reaches
the campaign it fits.

A campaign succeeds when the right prospects receive the right message at the right time. ArcCRM matches every incoming lead against the customer profile that fits, then routes them to the campaign and sequence designed for that profile. The result is outreach with a higher response rate and a sales team that spends less time chasing the wrong leads.

⌖ Powered by Smart Lead Routing
Incoming Leads
Northside Foods
F&B Dist. · 180 emp · NE
Apex Logistics
3PL · 420 emp · MW
Crown Mills
Mfg. · 95 emp · SE
Marlow Bakery
F&B Dist. · 65 emp · NE
Profile Match
Industry · 3PL Size · Mid-market Region · Midwest Past Engagement
→
Tier 1 · Enterprise 3PL Campaign
Active Campaigns
Tier 1 124
Enterprise 3PL Outreach
☎ ⌬
Tier 2 287
Mid-market F&B
☎
Tier 3 412
SMB Manufacturing
Today's Customer Visits
Tuesday, Nov 12 · 5 planned
Greenfield Foods Done
09:00 AM · Oliver H.
Hayes & Co. Done
10:30 AM · Oliver H.
Westgate Supply Done
12:00 PM · Oliver H.
Marlow Bakery Live
02:00 PM · Harry W.
Crown Mills Pending
04:00 PM · George P.
Marlow Bakery
Active customer · Tier 2
Open deal value $28,400
Last interaction 8 days ago
Open tickets 1 · medium
Field rep Harry W.
On-site activity · Live
Discussing renewal terms and Q1 volume forecast. Customer interested in expanded SKU range.
3
Completed
1
In Progress
1
Pending
8
Meetings Logged
Field Sales

Every customer visit, logged against the right account.

A rep visits a customer. Returns to the office. Fills out a form three days later. The data lands in a spreadsheet no one reads. ArcCRM puts field sales reps and territory managers on the same platform the office uses. Reps plan their visits, log every conversation in the moment, and leave each customer with the next action already on record.

Support and Service

Every ticket opens with
the customer record attached.

Support agents lose time when context lives outside the ticket. A renewal closed last month, a field rep on-site yesterday, two related tickets already open. None of that helps unless it appears the moment the agent opens the ticket. ArcCRM keeps tickets, complaints, and service requests inside the same CRM that holds the customer relationship.

Apex Logistics
Active customer · Tier 1
Customer Context
$ Open deal · $72K renewal
! 2 open tickets · 1 high priority
◎ Field visit yesterday
✓ Past tickets · 7 resolved
Ticket #4827 · SLA 2h remaining
Delivery delayed on PO #98452, customer requesting status update
✓ Opened · 14:22
✓ Assigned to Sarah K. · 14:31
● In progress · context reviewed
○ Awaiting resolution
Recommended Next Step
Loop in field rep Harry W. who met this customer yesterday. He has the renewal context that should inform the response.
Lead Created
Stage Changed
Ticket Raised
↓
Decision
Meets ICP criteria?
Yes
Auto-assign to AE, start nurture sequence
No
Route to SDR queue for qualification
Role Permissions
Sales Rep
✓ ✓
Sales Manager
✓ ✓ ✓ ✓
Field Rep
✓ ✓
Support Lead
✓ ✓ ✓
Workflows and Configuration

Configure the CRM to
your operating model.

Every business has its own way of running sales, service, and operations. The pipeline stages that match your sales motion. The escalation paths that match your service standards. The approval workflows that match how decisions actually get made. ArcCRM adapts to all of it.

Industries we serve

Built for operationally
intensive businesses.

Food and Beverage Distributors

Field sales reps and depot teams managing customer accounts across multiple locations. ArcCRM connects customer visits, orders, and account history on one platform.

Manufacturers

Long industrial sales cycles, multiple stakeholders, technical proposals, and post-sale service contracts. ArcCRM holds the opportunity, the service relationship, and the field sales rep's customer visits together.

3PL Providers

Multi-client operations with customer accounts, sales pursuits, and service requests that have to be traced to the right contract. ArcCRM keeps sales, support, and customer activity tied to the right account.

Give your teams the context they need to move faster, follow up better, and stay aligned across every customer interaction.

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