Every opportunity, in front of you.
A sales cockpit built around your job system and your CRM. Your quotes and your leads in one place, both systems kept up to date, and the next step on each one easy to take.
Up to 12 months of quiet quotes back in view
- Quote sent · 11 days ago
- You called Thursday · no answer, text sent
- Linh replied this morningLove it. Could we do the deck and pool surround first, and the planting in autumn?
IllustrativeOne quote out of the backlog: the client’s reply, every way to follow up, a reply drafted in your voice, and your CRM updated when it’s won. Names and amounts are examples.
Your pipeline lives in three places.
Quotes sit in the job system, leads sit in the CRM, and what’s actually in play sits in your head.
So the quote that needed one more call gets missed, the enquiry from last month never gets priced, and the CRM falls behind the day after someone updates it. Each one is work you’ve already done the site visit and pricing for.
One view. Every next step.
ArcChase reads both systems, brings every opportunity into one place and keeps them in step when anything moves.
Everything in one place
Every open quote from your job system and every lead from your CRM, together and sorted by what needs you: just replied, gone quiet, about to expire, new.
The next step, ready
Each opportunity shows what happened last and what to do next. Where a message is the right move, it’s drafted from the real job details, in your voice, for you to check and send.
Both systems updated
Mark it won, lost or moved once, and the job system and the CRM both update. Nobody retypes a status.
Built to win more of the work you quote.
Set up once around your pipeline, your wording and your systems, then tuned as you use it.
- 01
One sales view
Quotes, leads and deals from your job system and CRM together, so nothing sits in a list nobody opens.
- 02
What needs you today
Opportunities sorted by what needs action: a client who just replied, a quote gone quiet, a quote about to expire.
- 03
Drafted in your voice
Messages written around the actual job and client, ready for you to check and send in a tap.
- 04
Both systems in step
Won, lost and next steps written back to the job system and the CRM, so both stay current without double entry.
- 05
Nothing ages out
Every quote stays in view until it’s a yes or a no, however long ago it went quiet, with a message ready when it’s worth another go.
- 06
Where deals stall
See which opportunities turn into jobs and where they stall, so your time goes where it pays.
Work you’d already written off.
Quotes that went quiet don’t drop out of sight. They come back into view while the work might still be there.
Inside what you already run.
ArcChase reads quotes and leads from the systems you already use, and writes won, lost and next steps back to them.
- FergusOpen quotes in the sales view, outcomes written back.
- Your CRMHarperPlus, or any CRM with an open API: leads in, outcomes back.
Works alongside.
ArcChase is one of seven parts. These are the ones it leans on most. See the whole system.
Book a call.
Thirty minutes. We look at where your quotes and leads live today, and show you the sales view ArcChase would build around them.