Build Your Sales Pipeline Faster
Effectively manage contacts, streamline follow-ups, and nurture leads into sales with Arcanite's integrated CRM and task management tools for agents.
Turn Prospects into Purchasers, Seamlessly
Juggling contacts across different apps, remembering follow-ups, and manually logging interactions slows down pipeline building. Agents need integrated tools to efficiently capture, nurture, and convert leads.
With Arcanite you can:
- Efficiently capture, manage, and organize prospect and client contacts.
- Streamline follow-ups and nurture leads with integrated task management.
- Log interactions and track client engagement easily within the platform.
1. Efficiently capture, manage, and organize prospect and client contacts.
Build and maintain a clean, actionable contact list using Arcanite's flexible CRM tools designed for agents. Utilize integrated features to add, import, segment, and access client information effortlessly on the Agent App or Web.
Capture leads easily by manually adding new contacts, importing directly from your phone's contact list (Agent App), or leveraging AI Lead Capture from sources like websites or social media.
Organize your contacts using powerful filter and sort functions based on various criteria; add tags for segmentation and campaign management (Agent Web).
Quickly access and edit client details, ensuring you always have the most up-to-date information at your fingertips.
2. Streamline follow-ups and nurture leads with integrated task management.
Never miss an opportunity – stay on top of follow-ups and nurture leads effectively with Arcanite's built-in task and calendar tools. Schedule meetings, set reminders, and manage tasks directly within the platform, linking them to specific contacts.
Schedule client meetings directly from the contact page, automatically creating linked tasks in your calendar (Agent App & Web).
Set reminders to call contacts (Agent Web) or create general tasks related to lead nurturing, viewable by day, upcoming, or overdue.
Visualize your workload with an integrated task calendar and assign tasks to other internal team members if needed (Agent Web).
3. Log interactions and track client engagement easily within the platform.
Maintain a complete history of client communication effortlessly using Arcanite's integrated logging features. Record calls, emails, meetings, and notes directly against contact records, ensuring context is never lost.
Add detailed contact logs for calls, emails, meetings, or general notes directly within the client's profile on the Agent App or Web.
Initiate calls, messages, or emails directly from the contact profile within the Agent App.
Track the sales stage of each contact (e.g., Lead, Prospect, Purchaser) directly on their profile for a clear view of your pipeline progression (Agent Web). Get informed when contacts view shared project details.
See how top agents build their pipeline with Arcanite
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Explore other use cases
Step-by-Step Project Management Workflow
Begin by setting up your project dashboard.
Real-Time Reporting and Insights
Monitor progress and make data-driven decisions instantly.
Collaborate Effectively with Your Team
Assign roles and streamline communication for efficiency.