Frequently Asked Questions

CRM stands for Customer Relationship Management. At its core, a CRM is a system that helps businesses manage their relationships with customers, prospects, and leads.

Think of it as a digital rolodex on steroids—it stores contact information, tracks interactions, manages sales pipelines, and helps teams work together to close deals and serve customers better.

However, many modern CRMs (including Salesforce) have become overly complicated, expensive, and rigid. Arvelo Built CRM was created to bring CRM back to its roots: a simple, flexible tool that helps you manage relationships and grow your business.

A CRM helps you:

• Organize your contacts: Keep all customer and prospect information in one place
• Track your sales pipeline: See where deals are in the sales process and what needs attention
• Improve communication: Keep a record of all interactions with customers and prospects
• Increase sales: Never lose track of a lead or forget to follow up
• Better customer service: Access complete customer history to provide better support
• Team collaboration: Share information across your team so everyone stays aligned

Without a CRM, you're likely using spreadsheets, sticky notes, or your memory—none of which scale as your business grows.

Arvelo Built CRM was built by people who were frustrated with Salesforce's approach:

• Pricing: We cost significantly less than Salesforce while offering the same core functionality
• Simplicity: We believe CRM should be simple, not require extensive training
• Flexibility: We can build custom features for you—Salesforce tells you to buy expensive add-ons
• Built-in Features: We include features like email parsing that Salesforce charges extra for
• No Hidden Fees: Transparent pricing without nickel-and-diming for every feature
• Custom Development: We can build exactly what you need—Salesforce forces you to adapt to their system

We're not trying to be everything to everyone. We're building a CRM that works the way businesses actually need it to work.

AI Agentic Services refers to artificial intelligence systems that can act autonomously to complete tasks, make decisions, and interact with your CRM data on your behalf.

Unlike traditional AI that just provides suggestions, agentic AI can:

• Take actions autonomously: Update records, send emails, create tasks, and more without constant human intervention
• Learn from context: Understand your business processes and adapt to your workflow
• Work in the background: Handle routine tasks so your team can focus on high-value activities
• Make intelligent decisions: Use data to determine the best next action for each situation

Think of it as having an intelligent assistant that doesn't just answer questions—it actually does the work for you.

Our AI agents are integrated throughout the platform to automate common tasks and provide intelligent assistance:

• Lead Qualification: AI agents can automatically score and qualify leads based on your criteria
• Email Parsing: Automatically extract information from incoming emails and create leads or update records
• Follow-up Automation: Intelligent agents can determine when and how to follow up with prospects
• Data Enrichment: Automatically fill in missing contact information from public sources
• Workflow Automation: Agents can trigger actions based on conditions you define
• Predictive Analytics: Help identify which deals are most likely to close

As we continue to develop the platform, we're adding more agentic capabilities that make your CRM work smarter, not harder.

No. Our AI agents are designed to work automatically in the background. You don't need to be a programmer or AI expert to benefit from them.

However, if you want to customize how agents work for your specific business needs, we can help you configure them. And if you need completely custom agentic functionality, that's where our custom development services come in—we can build AI agents tailored to your unique processes.

Our pricing is transparent and designed to save you money compared to Salesforce:

• Free Tier: Up to 2 users, perfect for small businesses getting started
• Professional: Starting at $50/user/month (vs. Salesforce's $150+/user/month)
• Enterprise: Custom pricing based on your needs, typically 60-70% less than Salesforce

No hidden fees, no required add-ons, no surprise charges. What you see is what you pay.

Yes! We offer a free trial with no credit card required. You can explore all the features, import your data, and see if Arvelo Built CRM is the right fit for your business.

If you're on a paid plan, you also get two free custom builds for commonly requested features—something no other CRM provider offers.

No setup fees, no hidden costs. Unlike Salesforce and other platforms that charge for implementation, training, and basic features, we believe in transparent pricing.

The only additional costs would be for custom development work if you need something built specifically for your business—and we'll always provide a clear quote before any work begins.

Absolutely. We built Arvelo Built CRM with Fortune 500 security standards from day one:

• Enterprise-grade encryption: All data is encrypted in transit and at rest
• Multi-tenant architecture: Your data is completely isolated from other customers
• Regular security audits: We continuously monitor and improve our security posture
• Compliance-ready: Built with GDPR and CCPA-ready architecture
• High availability: Your data is accessible when you need it

We take security as seriously as the largest enterprises—because your business data deserves enterprise-grade protection.

Your data is stored in secure, enterprise-grade data centers with redundant backups and disaster recovery protocols. We use industry-leading cloud infrastructure to ensure your data is safe, accessible, and protected.

Yes. You own your data, and you can export it at any time. We don't lock you in—if you ever need to leave, your data comes with you.

We offer integrations with common business tools, and we're constantly adding more. But here's the key difference: if we don't have the integration you need, we can build it.

Common integrations include email providers, calendar systems, and business tools. For enterprise customers, we can build custom integrations with your proprietary systems.

Yes! Email parsing is built into Arvelo Built CRM—you don't need to pay for a separate Mailparser subscription like you would with Salesforce.

Our Parsley system can automatically extract information from incoming emails (like from BizBuySell or BusinessForSale) and create leads or update records automatically. This is just one example of how we include features that other platforms charge extra for.

Yes, and we can build custom fields and workflows if needed. While we offer standard customization options, if you need something more complex or specific to your industry, we can develop it for you.

This is the advantage of working with a CRM built by developers—we can actually build what you need, not just tell you to "work within the system."

We can build almost anything you need:

• Custom modules: Industry-specific features tailored to your business
• Custom integrations: Connect with your proprietary systems or third-party tools
• Custom workflows: Automate your unique business processes
• Custom reporting: Dashboards and reports specific to your needs
• Custom AI agents: Intelligent automation for your specific use cases
• Custom data models: Fields, relationships, and structures unique to your business

Two free builds for popular subscriptions: If you're on a paid plan and need a commonly requested feature, we'll build it for free.

Custom builds for enterprise: For unique requirements, we provide custom development services with clear pricing and timelines.

We provide responsive customer support via email, and we're committed to helping you succeed with Arvelo Built CRM. Since we're a smaller team, you get direct access to people who can actually help—not just a support ticket system.

For enterprise customers, we offer priority support and dedicated account management.

Getting started is easy:

1. Sign up for a free trial: No credit card required
2. Import your data: Bring over your contacts, leads, and opportunities
3. Customize as needed: Set up your workflows and processes
4. Need something custom? Contact us to discuss your requirements

Ready to get started? Start your free trial today.

Yes! We can help you migrate your data from Salesforce to Arvelo Built CRM. Many of our customers have made the switch and saved significant money while gaining more flexibility.

Contact us to discuss your migration needs, and we'll help you plan the transition.

Arvelo Built CRM is fully responsive and works great on mobile devices through your web browser. We're also developing native mobile apps for iOS and Android.

We release new features regularly based on customer feedback and business needs. Since we're the builders and operators, we can respond quickly to customer requests and implement features that matter.

Plus, with our custom development services, you don't have to wait for features—if you need something, we can build it for you.