Artavolo For CRM

Feel like your CRM is managing you instead of the other way around? Let Artavolo step in to help. Transform Artavolo into a robust CRM solution tailored to your sales team's needs. With customizable boards and cards, Artavolo empowers your team to efficiently manage leads, accounts, and sales pipelines. Say goodbye to cumbersome CRM systems and hello to a streamlined, intuitive solution with Artavolo.

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Manage and view your leads

Consolidate your lead management and monitoring in one convenient location. With Artavolo, you can centralize your leads, track their progress, and stay organized effortlessly. Say goodbye to scattered spreadsheets and hello to a unified platform where you can easily manage and monitor your leads in real-time.

Explore Templates

Use Artavolo as a CRM

By leveraging Artavolo as a CRM, you can centralize your customer data, streamline your sales process, and foster collaboration among team members, ultimately leading to improved customer relationships and business growth.

See all of our templates
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Create a Artavolo board dedicated to managing leads. Each card on the board represents a lead, with details such as contact information, company name, lead source, and any relevant notes. Use labels to categorize leads based on their status (e.g., new, qualified, contacted, follow-up).

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Set up lists on your Artavolo board to represent different stages of your sales pipeline, such as "Prospecting," "Qualification," "Proposal," "Negotiation," and "Closed-Won/Closed-Lost." As leads progress through the pipeline, move their corresponding cards across lists to reflect their current status.

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Use Artavolo's checklist feature to create task lists within lead cards. Assign due dates, add descriptions, and assign tasks to team members to ensure timely follow-ups and communication with leads.

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Artavolo enables seamless collaboration among team members. Mention teammates in comments to discuss lead-related matters, share updates, and request assistance when needed. Attach files, documents, or emails directly to lead cards for easy reference.

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Extend your Artavolo CRM to manage customer support inquiries and tickets. Create a separate board or lists within your existing board to track customer issues, prioritize tasks, and ensure timely resolution

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Use Artavolo's comments feature to communicate with team members directly on specific tasks. This allows for discussions, updates, and clarification without the need for separate communication channels.

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Gain a new perspective on your tasks with the right visualization.

Empower your team with Kanban View to ensure project launches are seamless and well-coordinated, minimizing last-minute disruptions.

Prioritize tasks and keep your team aligned.

Easily designate tasks as high, medium, or low priority, providing clear guidance on what needs immediate attention. By adding labels, you bring an additional layer of shared understanding to your tasks, ensuring everyone is on the same page. Plus, with Artavolo's filtering capabilities, you can effortlessly focus on specific priorities by viewing only the cards associated with a particular label, streamlining workflow and enhancing productivity.

Learn More about Artavolo views

Automations

Automate actions such as sending follow-up emails, updating lead statuses, or assigning tasks based on specific criteria

Explore Automations

Effortless workflow with Artavolo's Automation

Artavolo's integrated automation simplifies the process of automating routine tasks, freeing up your team to concentrate on the most important work without being bogged down by mundane activities.

Let the robots do the work

automations

Other Solutions

Store, manage, and organize all your marketing data in one place Explore Marketing

Coordinate product roadmaps, customer feedback, OKRs, sprints, and product launches Explore Product

Track inventory, manage projects, or organize workflows Explore Operations

Manage financial planning, expenses, budgeting, and drive financial KPIs across your organization Explore Finance

From recruitment, to new hire onboarding, employee directories, talent development, and HR projects Explore Human Resources

Integrate critical workflows

Link Artaovlo to your existing tools, connect important business processes, and build more powerful applications.

Microsoft Excel

Import

Apple Numbers

Import

CSV & TSV

Import

JSON

Import

Trello

Import

GitHub

Import

Calendar

Import

Google Sheets

Import

Chat GPT

Import

Microsoft OneDrive

File Management

Google Drive

File Management

DropBox

File Management

SendGrid

E-mail Transactions

E-mail

Communication

Chat GPT

Integration

Slack

Communication

Twilio

Communication