Never let another deal slip through the cracks
See full account and deal history at a glance, automate personalized follow-ups, and link with all other Arzana tools for seamless sales management.
How It Works
Qualified leads from Prospecting land in your pipeline automatically with full research attached.
Every account links to deals, quotes, orders, and contacts - all in one place.
Titan Industrial
Build custom workflows to automate follow-ups, generate quotes, assign expenses, and more.
Daily at 09:00
Then: Create Follow-up Task
Creates follow-up tasks for deals with no activity for 7+ days
When Email.opened_count > 2
Then: Change deal.is_hot + Create Follow-up Task
Flags deals as hot when email opened 3+ times
When Deal.stage changes to "Discussion"
Then: Create Quote Draft from Deal
Generates a quote template when a deal enters discussion stage
When Trip.status changes to "Completed"
Then: Assign Expenses to Account
Links trip costs to the associated customer account
When Activity.activity_type equals "call"
Then: Draft Email
Generates email draft task after completing a call or meeting
Weekly on Monday
Then: Escalate + Notify Sales Manager
Flags deals stuck in same stage for 14+ days
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See how Arzana CRM connects your entire sales operation.