Published:Mon, Nov 10

Helping You Win More Work, with Sales Pipeline+ from Arez

2 min read

In today’s competitive market, every missed call, lost email, or forgotten follow-up could have a big impact to your business. When we spoke to our customers, we discovered a common theme: too many valuable opportunities slip through the cracks due to outdated systems and disjointed processes. Misplaced client details, missed handovers between team members, spreadsheets that no one keeps updated – all add up to lost revenue.

Arez Sales Pipeline+ was built to solve this. It is a fully integrated CRM designed to capture every opportunity and convert it into completed work—all within the Arez platform you already use.

Introducing Arez Sales Pipeline+

Arez’s new Sales Pipeline module is a powerful CRM, that is completely free for all Arez users. It has been purpose-built to help you win more contracts, improve planning, and manage your entire sales journey from a single platform.

Why it’s different:

No new tools to learn – It lives inside Arez, so your team already knows how to use it.
End-to-end visibility – Track every opportunity from first enquiry through to job completion and invoice.
Built for real operations – Designed for field-based industries that rely on precise scheduling and reliable follow-through.
Controlled access – Easily manage who can view, edit, and act on opportunities within your organisation.

How the Sales Pipeline+ Works

Arez Sales Pipeline+ gives you total oversight and control over the sales journey with features designed to drive action and reduce admin.

Lead Management Stages Manage opportunities through structured stages so you always know where every deal stands and what actions are required: New Leads → Attempted → Contacted → Qualified → Closed (Won/Lost)

Multiple Pipeline Views Choose how you want to visualise your sales activity:

Board View for drag-and-drop stage management
Table View for detailed data analysis
Sales Funnel View for instant visibility of conversion and forecast

Team Accountability

Track who is responsible for each opportunity, filter leads by user, view performance metrics, and use task lists to prioritise actions to ensure timely follow-ups and accountability.

Timeline & Activity Tracking

Every activity is recorded automatically in a timeline so you can track all communications in one place—no more searching for details:

Log calls and notes
Schedule meetings
Send emails directly from your own email address

AI-Powered Lead Capture Leveraging the Arez.io platform, AI automatically creates fully populated leads from text or voice input, capturing:

Company name
Contact details
Address
Opportunity details
Lead status.

What This Means for Your Business

Single platform With Sales Pipeline+ you can say goodbye to scattered data across spreadsheets, CRMs, and handwritten notes. Everything sits in one secure, centralised system.

Better Resource Planning With improved forecasting, you can plan engineers, technicians, guards, and subcontractors well in advance, maximising utilisation and profitability.

Higher Win Rates Learn from every opportunity. Analyse what worked, where deals were lost, and replicate success. This is your blueprint for sustainable, scalable revenue growth.