[ CRM module ]
A visual pipeline, complete profiles, a timeline of everything.
// Pipeline
Filter, sort, follow every prospect through each stage.
List view with stage filters — from qualification to won or lost. Every status change is automatically logged.
- Filters by stage, type (person/company) and archives
- Full history of each prospect — who did what and when
- Conversion stats per stage
- Business referrers and commission tracking
// 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
// Which plan?
CRM
This module is included in all 3 plans.
T01 included
Starter
19 / CHF / month
T02 included
Pro
39 / CHF / month
T03 included
Business
79 / CHF / month
Frequently asked questions
3 frequently asked questions. Can’t find an answer? Write to us — we reply within 24 h.
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Does the CRM sync with an accounting tool?
Yes. The bidirectional Odoo integration (Business plan) syncs contacts, invoices and payments between both tools in near real time. On Starter and Pro plans, you can export to CSV for manual transfer. -
How many contacts can I store?
No limit. The CRM grows with your business, from first client to thousands. -
Which plan includes the CRM module?
Included from the Starter plan (19 CHF/mo), with all 5 AI features.
arkplan init --trial 14d
Ready to give it a try?
First month free. No charge before day 30. Cancel in one click.
- First month free
- No charge for 30 days
- No commitment
- Cancel anytime