Arcoma CRM

About Arcoma CRM

Arcoma CRM is the mobile workspace for sales teams who spend their day in the
field. Manage your pipeline, log every customer visit and keep your whole day
organised from one app — built for reps, supervisors and sales managers.

Note: Arcoma CRM is a business application. An account is provided by your
organisation's administrator. Sign-up is not available in the app.

MY DAY, IN ONE PLACE
• A calendar strip that opens straight on today
• Tasks, meetings and calls for the selected date, grouped and collapsible
• Create a task, meeting or call inline without leaving the screen
• Update status as work progresses

LEADS AND DEALS
• Capture and qualify leads, then convert them into deals in one tap
• Track deals through your pipeline stages
• Search, filter and edit records assigned to you
• Full detail views with notes and history

CONTACTS
• Your assigned contacts, searchable across the full database
• Tap to call or email directly from a contact record
• Add, edit and organise contacts as you meet them

GPS VISIT CHECK-IN
• Check in when you arrive at a customer site and check out when you leave
• Location and street address are recorded against the visit automatically
• Check in against a specific meeting or task, or log a general visit
• See your position and visit context on a live map

MEETINGS, TASKS AND CALLS
• Full detail screens with notes, outcomes and related records
• Attach documents to meetings and tasks — upload, download and share
• Log call outcomes while the conversation is still fresh

ANALYTICS
• Your revenue, active deals, active leads and month-to-date performance
• Revenue by month and deals by stage at a glance

NOTIFICATIONS
• Push alerts for new assignments, meeting reminders and updates
• In-app inbox with unread counts and mark-all-read

BUILT FOR ORGANISATIONS
• Role-based permissions set by your administrator
• Data scoped by organisation, division and location
• Integrates with your existing Arcoma ERP

LOCATION PERMISSION
Arcoma CRM uses your location only while the app is open, and only when you
check in or out of a customer visit, so the visit record carries an accurate
address. The app does not track your location in the background.

Support: [email protected]