Module 6 of 9
CRM & Sales
Sales and operations, aligned.
What it keeps track of
Works with
Store-to-ERP Sync, Projects & Tasks, Finance & Cash Flow, Dashboards & MIS
Sits at the plan stage, with 5 steps set to your own rules.
Where AI helps
Sales insights highlight which customers and products drive revenue.
Before
Sales, delivery and billing work from different lists, so follow-ups slip.
With Arjava
Sales and operations, aligned. A pipeline that shows where every opportunity stands.
How the work flows
A crm & sales workflow, step by step
What it records
The records this module manages
Each record links to the next, so you can trace any figure back to where it started. Fields are shaped around your terminology.
- 1
Lead / customer
Holds
- Company & contacts
- Source
- Owner
- 2
Deal
Holds
- Stage
- Value
- Next action
- 3
Sales order
Holds
- Items / scope
- Delivery
- Invoice
- Leads & dealsA pipeline that shows where every opportunity stands.
- Follow-upsReminders and ownership so no customer is forgotten.
- Linked to deliveryWon deals become projects and orders automatically.
- Linked to billingInvoices raised from the same customer record.
Questions it answers
What you can ask it
- 01“Which follow-ups are overdue?”
- 02“What is in the pipeline, and at what stage?”
- 03“Has this won order been delivered and billed?”
Want to talk about CRM & Sales?
Tell us how this part of the business runs today. We will map it and show you what the module would look like around your workflow.