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Solutions · CRM
Every partner, every interaction, in one place.
Arevo CRM keeps clients, suppliers and contacts in a single partner record, connected to the contracts, offers, orders and deliveries you exchange with them.
One partner record
A partner can be client and supplier at the same time, with several roles and contacts.
Full history
Activities, documents and reminders on a timeline everybody can see.
Found in seconds
Global search across partners, contracts and documents, accent-insensitive.
Partners with roles, contacts and activities
Companies and individuals are registered once, validated at entry (fiscal codes, bank accounts, GLN) and enriched with roles, contacts and notes. Calls, meetings and reminders build a shared history for the whole team.
- Legal entities and individuals, per company
- Validation of identifiers at write time
- Multiple roles per partner
- Activities, reminders and notes
A 360° view of the relationship
From the partner page you see contracts, offers, orders, deliveries and invoices, with their status. No more switching systems to answer a simple question about a client.
- Contracts with periods and prices
- Orders and deliveries with status
- Invoices and payment status
- Documents and files attached to the partner
Access by role, changes on record
Sales, procurement and management see what they are entitled to see. Every change is audited, so the relationship history is reliable when it matters.
- Role-based permissions per company
- Audit trail on every record
- GDPR requests handled in the platform
- Export of partner lists for campaigns
Core capabilities
- Unified partner record
- Contracts, offers, orders and deliveries
- Activities and reminders
- Global search
- Role-based access and audit trail
Other solutions
The Arevo platform
One platform underneath every solution.
ERP, CRM, farm management, fleet, BI and AI are modules of the same platform. What you get with any of them:
Custom reports with subscriptions
Design reports on your own data inside the platform, subscribe people to them and let the system send them automatically, on schedule, as PDF or Excel.
Automated tasks and notifications
Scheduled jobs scan deadlines, close periods, send reminders and raise notifications in the platform, by e-mail or on the phone.
Modular and extensible
Modules, plugins and extensions are installed and activated per company. Client-specific rules live in extensions, never in the core, so upgrades stay safe.
AI integration, governed
AI capabilities pass through a gateway with budgets, permissions and usage metering. Several model providers, switchable per company.
System and database diagnostics
Administrators see database health, slow queries, index state, job runs and message queues from the platform itself, before problems reach users.
Audit and security
Every change is recorded with who, what and when. Role-based permissions per company, two-factor authentication, session control and GDPR handling are built in.
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