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This guide takes you from creating a workspace to closing your first deal and issuing your first invoice. If you’re new to Arya and want to see if it fits, this is the place to start. For a more detailed path use Arya 101.

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Prerequisites

Only a business email is required. No credit card needed to start.

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Create the workspace and invite your team

1

Sign up

Go to arya.so/signup, enter your email and workspace name. You’ll receive a confirmation email.
Arya Nest signup screen
2

Set basic data

On first access Arya asks for company name, VAT number (partita IVA) and default currency. If you have a codice SDI or PEC address, add them now — they’re needed for Italian e-invoicing.
3

Invite the team

In Settings → Team and roles, enter the emails of your colleagues. Pick a role: Admin, Manager, User or Read-only.
You can invite up to 5 team members free during trial.

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First CRM deal

1

Open CRM

Click CRM in the left sidebar. The Kanban pipeline shows default stages: Prospect, Qualified, Proposal, Negotiation, Won, Lost.
2

Create the first deal

Click + New deal in the top right. Fill in deal name, customer company (Arya creates it if missing), expected value, close date.
New deal dialog
3

Move it through the pipeline

Drag the card between stages with your mouse. Each move is tracked in history and can trigger automations.

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Generate and send a quote

1

Open the deal

Click the deal card. Go to the Quotes tab.
2

New quote

Click + New quote. Choose a format:
  • Classic: static PDF
  • Clauses: contract with digital signatures
  • Sales Room: interactive page with sections, video and FAQs
Use Classic for the first test.
3

Add line items

Pick products/services from the price list, set quantity, unit price and discount. Totals with VAT update automatically.
4

Share the link

Click Publish. Arya generates a unique public link you send to the customer via email or WhatsApp. Every view and every section opened is tracked.

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Close the deal and issue an invoice

1

Customer accepts

The customer digitally signs the quote from the public page. Arya sets quote status to Accepted and notifies you.
2

Move the deal to Won

Back in CRM, drag the deal to the Won stage. The deal value enters forecasting and reports automatically.
3

Issue the invoice

From the deal menu click Convert to invoice. Arya fills customer data, taxable amount and VAT from the quote. Review and click Issue.
If the SDI integration is configured, the invoice is sent directly to the Sistema di Interscambio (Italy’s official e-invoicing hub). Otherwise it stays as Draft for manual sending.

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What you learned

You created a workspace and invited your team
You created your first CRM deal
You generated and sent a quote with a public link
You closed the deal and issued your first invoice

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Next steps

Continue with Arya 101

Ten short lessons on the main features.

Set up automations

Automate notifications, follow-ups and project creation.

Connect Gmail

Deal emails tracked automatically.

Install the mobile app

iOS, Android, push notifications, NFC clock-in.