[ CRM module ]
A visual pipeline, complete profiles, a timeline of everything.
// Customer history
Find the activity linked to each contact in one timeline.
The Activity tab gathers tasks and events linked to the contact, with their status and context.
- Tasks and events linked to the contact
- Status and date visible in the timeline
- Navigation across overview, activity and commercial tracking
- Direct access to edit or archive the contact
// Prospect profile
3 tabs to know everything about a prospect: overview, activity, commercial.
No more navigating between 5 screens. Every client has a complete profile with their figures, projects, history, and an AI summary in one click.
- Stats at the top: quoted, invoiced, paid, hours
- Chronological history of every interaction (notes, emails, meetings)
- AI summary and recommended next action
- Gmail connection to archive email exchanges
// Intelligence
AI summarizes, proposes next action, drafts your emails.
5 AI buttons built into every prospect profile. The AI reads the prospect record, exchange history and your notes — then suggests a summary, draft or next action.
- AI prospect summary (full context)
- On-demand meeting summary from your notes
- Suggested next action
- Email draft contextualized to the prospect
// Scope by quote
CRM
The scope is defined around the selected functions, your organisation and the required connections.
- Selected functions
- Organisation and roles
- Data migration and connections
Frequently asked questions
3 frequently asked questions. Can’t find an answer? Write to us — we reply within 24 h.
Does the CRM sync with an accounting tool?
When a sync is launched, ark.plan reads via SearchRead and automatically imports Odoo contacts, quotes and invoices. You then link a prospect to an already-synced Odoo customer.How many contacts can I store?
The expected contact volume is specified during scoping so the configuration and data migration can be adapted.How is the CRM module scoped?
CRM and its optional AI features are specified in the quote scope.
Ready to review your needs?
Describe your workflows, data to migrate and useful modules. We then prepare your quote.
- §01/03Needs selected
- §02/03Context specified
- §03/03Contact arranged