> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM overview

> Manage your sales pipeline, companies, contacts and calls in a single module.

Arya's CRM is where your sales team runs the end-to-end cycle: first touch, contacts, calls, emails, quotes, close. Everything orbits four objects: **Deal**, **Company**, **Contact** and **Call**.

<Frame>
  <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/crm/shared/deals-kanban-overview.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=d5fffa16d06349599381a439668e5ec6" alt="Arya CRM Kanban pipeline with Prospect, Qualified, Proposal, Negotiation, Won columns" width="1200" height="720" data-path="images/crm/shared/deals-kanban-overview.svg" />
</Frame>

## What you can do

<CardGroup cols={2}>
  <Card title="Deals" icon="handshake" href="/en/crm/deals">
    Sales opportunities with value, probability, stage and full activity history.
  </Card>

  <Card title="Kanban pipeline" icon="columns-3" href="/en/crm/pipeline-kanban">
    Drag-and-drop view to move deals across stages. Multi-pipeline for different processes.
  </Card>

  <Card title="Companies" icon="building" href="/en/crm/companies">
    Customers, prospects and suppliers with automatic public-data enrichment.
  </Card>

  <Card title="Contacts" icon="user" href="/en/crm/contacts">
    People linked to companies, with roles and contact details.
  </Card>

  <Card title="Calls and Call Intelligence" icon="phone" href="/en/crm/calls-and-call-intelligence">
    Recording, transcription and AI summary of sales calls.
  </Card>

  <Card title="Linked quotes" icon="file-invoice" href="/en/quotes/overview">
    Generate quotes directly from deals, with public link and digital signing.
  </Card>
</CardGroup>

## When to use it

* Track every sales opportunity with stages and probability
* Keep all communication (email, calls, notes) linked to the deal
* Want a visual Kanban pipeline for the weekly sales meeting
* Need forecast and sales reporting
* Run different sales processes (e.g. retail + enterprise) on a single platform

## Roles and permissions

<Note>
  By default, **Users** see only their deals; **Managers** see the full team; **Admins** configure pipelines, stages, custom attributes. See [Roles and permissions](/en/reference/roles-and-permissions) for details.
</Note>

## Integration with other modules

The CRM isn't a silo. When a deal closes you can:

* Auto-generate a [project](/en/projects/overview) with the inherited budget
* Issue a [fattura elettronica](/en/finance/e-invoicing-sdi) (Italian e-invoice) from the accepted quote
* Trigger [automations](/en/automations/overview) on Slack, email, calendar

## Next steps

<CardGroup cols={2}>
  <Card title="Manage deals" icon="handshake" href="/en/crm/deals">
    Detailed guide: creation, fields, activity, closing.
  </Card>

  <Card title="Customise the pipeline" icon="sliders" href="/en/crm/pipeline-kanban">
    Add stages, create multiple pipelines, configure max time per stage.
  </Card>
</CardGroup>
