A CRM built for companies that care about the numbers. Pipeline management, account intelligence, quotation generation, and sales forecasting — with native cross-links to Finance, Projects, and IFRS 15 revenue recognition. See the full picture, from first contact to collected cash.
Track every deal from lead to close through configurable pipeline stages. Weighted probability scoring, stage duration monitoring, conversion rate analysis, and stale deal alerts. Drag-and-drop kanban view or table view with advanced filtering.
The feature no standalone CRM can match. Each account page pulls real-time data from across AERA: active projects from the Cost Ledger, open receivables from IFRS 9, revenue recognized from IFRS 15, compliance status, and contact interaction history. One view, full context.
Generate professional quotations from deal data. Configure product/service line items, apply discount rules, add terms and conditions. Built-in approval workflow for discounts beyond threshold. Automatic conversion to IFRS 15 contract upon acceptance.
Measure what matters. Win/loss analysis by competitor, rep, and product line. Conversion rates by stage, average deal size trends, sales cycle duration, and forecast accuracy. Dashboard designed for weekly sales meetings and monthly board reporting.
No forms, no sales funnel. Just a conversation about what ARIA can do for your commercial operations.