Organise opportunities
The dashboard shows each deal's stages, owner and missing fields, helping the team see what it needs to move forward.
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Customer service and sales
Software for sales and proposals
Software organises contacts, helps prepare proposals and reminds staff to follow up, so each customer has a clear next step.
The problem to solve
Contacts, proposal versions and tasks are scattered; the next step for each deal is unclear.
How this solution helps
We build software that helps your sales team organise contacts, prepare proposals and follow up with customers. Each opportunity has a visible next step, and accepted work reaches the team delivering it. ARCANEX adapts the solution to your sales process and connects it to your CRM where possible.
Who it is for Sales leaders and sales teams.
What changes day to day
- See each deal's next step.
- Prepare proposals from templates.
- Remember when to contact the customer again.
What the solution does
Find the right contact
Requests link to contacts and companies with duplicate checks, so salespeople can find an existing contact and read the history before calling.
Prepare proposals
Your team starts with approved templates, adds customer details and submits proposals for review; the accepted version remains available to consult.
Remember to follow up
Follow-up tasks show the date to contact each customer and who should do it, keeping open proposals visible to the sales team.
Pass work to delivery
When a deal is accepted, delivery receives the accepted proposal, documents and scope, helping the team prepare the start of the project.
In practice
From a quote request to operations handover
An installation company receives enquiries through a form. Management needs to track unanswered proposals and prepare delivery when a customer accepts the scope and terms presented by sales.
Illustrative example of the proposed workflow. It does not represent a delivered project or customer results.
- The situation
“We need access control in two offices. Could you quote for installation and staff training?”
- What the solution does
The enquiry creates an opportunity, assigns a salesperson and collects information about each location. Sales prepares the proposal, obtains review and schedules follow-up in the CRM.
- The result
After the customer accepts, delivery finds the locations, accepted proposal and agreed work. Management can see the next step for the project.
Getting started is simple
Show us how you handle a quote request. ARCANEX organises the sales journey, configures the solution and demonstrates how to prepare a proposal and follow up with a customer.
Request a proposalCustomer service and sales
Questions about this offer
Do we need a new CRM?
We use your current CRM when it supports your sales process and can connect the necessary tools.
Are proposals sent automatically?
Your team prepares proposals from approved templates and reviews them before sending. The automation respects that review.
Is electronic signing included?
It can be added to the project. We check the tool, terms and what you need signed before including it in the proposal.
Discovery conversation
Tell us your goal
Describe your company’s project or challenge. The form prepares an email draft for you to review and send; it has not sent the message.