Find the details in seconds
Keep names, contact details and useful tags together. Build a clearer picture of leads, current customers and people you want to reconnect with.
06 / CRM
Know your customers.
Keep the whole story together.
Stop piecing together customer details from inboxes, notebooks and memory. Arnold AI brings contact information, notes and connected activity into one place, so your next conversation starts with context.
- One home for your contacts
- Notes your team can find
- Clearer follow-up
THE BENEFITS FOR YOUR BUSINESS
Less searching.
More personal service.
Remember what matters
Add call summaries, preferences and next steps to a contact’s notes. Your team can pick up the conversation without asking the customer to start again.
See the history. Choose the next step.
Review connected conversations and appointments. Where payments are connected or recorded, check invoices, transactions and subscriptions alongside the contact.
THE BIGGER OPPORTUNITY
From “who was that?”
to “we’ve got you.”
A new enquiry. A returning customer. An old lead ready to talk again. Give your team the context to respond with confidence and make each interaction feel more personal.
01Capture the contact
02Keep useful notes
03Follow up with context
BUILT AROUND YOUR BUSINESS
Your customer journey.
One clearer view.
We organise the records, fields and follow-up steps around how you work. Start with the details you need every day, then connect the relevant conversations and workflows.
Where we start
Bring your current contact lists, the information your team needs and the systems that hold your sales history. We agree what to import, which connections are needed and who should have access.
We agree the setup, ongoing support and applicable platform or usage costs before you commit.
BEFORE YOU BEGIN
A little clarity.
Can I see what a customer has purchased?
You can review payment-related records connected to or recorded in your setup, including invoices, transactions and subscriptions. Purchases in another system need a supported integration or import; unrelated sales do not appear automatically.
Can my team add notes?
Yes. Internal contact notes help your team record discussions, preferences and follow-up details in the right place. Access is managed through the permissions in your agreed setup.
Is this just for new leads?
No. Organise prospects, active customers and past customers so each group gets a relevant next step. Tags, records and follow-up processes are shaped around your business.
Bring your customer relationships
into one clear place.
Let’s make your next customer conversation easier to prepare for.
Book a free consultation