Complete CRM Features

Create leads manually or automatically from multiple sources. Full CRUD operations with intuitive forms.

• Manual lead entry with validation
• Automatic lead creation from emails
• Lead import from CSV files
• Duplicate detection and prevention

Track leads through 9 distinct status states with visual status path indicators.

• 9 status states: NEW, AWAITING_CONTACT, WORKING, QUALIFIED, PROPOSAL, NEGOTIATION, WON, LOST, DEAD
• Visual status path with one-click status changes
• Status change history in activity timeline
• Status-based filtering and reporting

Classify leads as HOT, WARM, or COLD to prioritize your sales efforts.

• Three-tier rating system
• Visual rating indicators
• Rating-based filtering

Track where your leads come from to measure marketing ROI and optimize campaigns.

• Custom lead source creation
• Source performance analytics
• Lead reassignment by source
• Source merge functionality

Assign leads to sales reps and track ownership changes over time.

• Sales rep assignment
• Ownership transfer history
• My leads vs all leads filtering

Convert leads to opportunities or contacts with a single click.

• Lead-to-opportunity conversion
• Lead-to-contact conversion
• Automatic activity preservation

Salesforce-style email tracking with 1x1 transparent pixel. Know exactly when your emails are opened.

• Real-time read status indicators (green = read, yellow = unread)
• Individual email tracking in activity timeline
• Open count tracking (how many times opened)
• First open timestamp
• Tooltips with exact read/sent timestamps

Create reusable email templates with merge fields for personalized communication.

• Template library with categories
• Merge fields: {{FirstName}}, {{LastName}}, {{Company}}, etc.
• HTML email support
• Template usage tracking

Send emails from multiple addresses with custom display names and reply-to addresses.

• Multiple email addresses per tenant
• Custom display names
• Reply-to address configuration

Configure multiple SMTP accounts with encrypted password storage.

• Multiple SMTP account support
• Encrypted password storage (AES-256)
• Test connection functionality
• Default account selection

Deep dive into your data with interactive Arvelo DRILL reports. Click any metric to see the underlying records.

• Click-to-drill functionality
• Multi-level Arvelo DRILL support
• Filtered record views
• Export Arvelo DRILL results

Real-time dashboard with key performance indicators and visual charts.

• Lead count widgets
• Opportunity pipeline value
• Recent activity feed
• Pipeline visualization charts

Filter leads, opportunities, and activities by multiple criteria.

• Status-based filtering
• Date range filtering
• Owner/assignee filtering
• Source-based filtering

Import leads and opportunities from CSV files with field mapping.

• CSV file import
• Field mapping interface
• Data validation before import
• Duplicate detection during import
• Import history tracking

Export your data to CSV format for backup, analysis, or migration.

• Export leads to CSV
• Export opportunities to CSV
• Export activities to CSV
• Filtered exports (export only filtered records)
• All fields included in export

5-stage sales pipeline with visual stage tracking.

• Discovery stage
• Qualification stage
• Proposal stage
• Negotiation stage
• Closed Won/Lost stage

Track deal values and calculate pipeline totals.

• Deal amount tracking
• Pipeline value calculations
• Stage-based value totals

Track expected close dates and forecast revenue.

• Expected close date tracking
• Date-based filtering
• Overdue opportunity alerts

Track every interaction with your leads and opportunities.

• Email activities (with read tracking)
• Call logging
• Meeting notes
• General notes
• Status change tracking
• System-generated activities

See who performed each action with timestamps.

• User name on each activity
• Precise timestamps
• Activity editing (for own activities)

Four-tier permission system for complete access control.

• SUPER_ADMIN (cross-tenant access)
• TENANT_ADMIN (full tenant access)
• MANAGER (team oversight)
• SALES_REP (own records)

Complete data isolation between tenants at the database level.

• Tenant_id filtering on all queries
• Cross-tenant access prevention
• Row-level security

Complete audit trail of all system actions for compliance.

• All actions logged
• User attribution
• IP address tracking
• Searchable audit logs
• Export audit logs to CSV

Fortune 500-grade password security standards.

• 17+ character minimum
• Argon2id hashing (cost 12)
• Password history (prevent reuse)
• Account lockout (5 attempts = 15 min)

Comprehensive security headers for protection against common attacks.

• X-Frame-Options: DENY
• Content-Security-Policy
• Strict-Transport-Security
• X-XSS-Protection

Optional 2FA for enhanced account security.

• TOTP support (Google Authenticator)
• QR code generation
• RFC 6238 compliant

Complete user administration with role assignment.

• Create, edit, suspend, archive users
• Role assignment
• Password reset functionality
• User activity tracking

Manage multiple tenant organizations from one admin panel.

• Tenant creation and configuration
• Subscription management
• Trial tracking and billing
• Tenant detail views

Track subscriptions, trials, and revenue in one place.

• Subscription overview
• Trial status tracking
• Revenue analytics
• Payment method tracking

Configure SMTP, email templates, and system-wide settings.

• SMTP account management
• Email template library
• System configuration