Everything between the first call and the final payment
Here is what ARC CRM does today. No add-ons to buy, no separate billing software.
Leads, clients and tasks
Lead pipeline
Table or drag-and-drop board by stage, with source, expected value, owner and next follow-up date.
Follow-ups tab
Leads to call, unpaid invoices by due date, quotes awaiting a reply and your tasks, with a count in the menu.
One-click convert
A won lead becomes a client, with its contact person, ready to quote.
Clients
GSTIN fills in the state and PAN. Contacts, projects, quotes, invoices, payments and a statement of account per client.
Projects
Status, deadline and budget, with billed amount against expenses to see the margin.
Tasks and subtasks
Calls, meetings and to-dos with start and due dates, assigned to people, with an overdue count.
Quotations, invoices and payments
Quotations
Numbered quotes with valid-until date; mark sent, accepted or rejected, then convert to an invoice.
GST tax invoices
CGST + SGST or IGST by place of supply, HSN/SAC, discounts, round-off and amount in words. GST or non-GST bill per invoice.
Gapless numbering
Drafts get the next number only when issued, e.g. INV/26-27/0001, restarting every financial year.
Paid while invoicing
Enter the amount received (full or advance), TDS and UTR: the invoice and its receipt are created together.
Payments and receipts
Part payments, TDS deducted by the client, cheque or UTR reference, printable receipts.
UPI QR on invoices
Your UPI ID becomes a scan-to-pay QR for the balance due, printed on the invoice.
Recurring invoices
Monthly, quarterly, half-yearly or yearly copies of a template invoice, created automatically each morning.
Edit lock
Issued invoices and receipts can only be changed with the edit password set by your admin.
Documents your clients can open anywhere
Send on WhatsApp
One tap opens WhatsApp with the client's number, a ready message and a secure link to the document.
Client web page
The link shows the document exactly like the PDF, with Pay with UPI, Download and Print buttons.
Branded PDFs
A4 invoice, quotation, receipt and statement with your logo and company details, bank and UPI, terms and your seal.
Google reviews
Optionally ask the client to rate you on Google before the document opens, and track who did.
Expenses, renewals and reports
Expenses
Category, vendor and GST input credit, linked to projects.
Client services & renewals
Domains, hosting, SSL and AMC you sell, with expiry dates, your cost and price. Renew in one click and bill it.
Reports
Sales by month, receivables aging (0/30/60/90+ days), GST summary and GSTR-1 register, profit and loss, top clients, lead conversion.
Dashboard
Billed, received, outstanding and overdue for the month and the year, with a 12-month chart. Every number opens the records behind it.
Document vault
Admins can keep staff ID papers and certificates in folders. Numbers and dates are encrypted in the database.
CSV everywhere
Every list and report downloads as CSV for your accountant.
Roles and records
Three roles
Admin (everything), Accounts (billing, expenses, reports), Sales (leads, clients, quotes, tasks). Checked by the server, not just hidden on screen.
Audit log
Who created, changed, issued, cancelled or deleted what, and when.
Your own settings
Company details, GSTIN, bank, prefixes, default terms, due days and tax rate for your business.
Works on phones
The whole CRM works in the browser on a computer, tablet or phone.
See it with your own data
Create your account, add your company details and send your first invoice.