Arcvena

CRM

A CRM that understands electrical work.

Most CRMs track contacts. Arcvena tracks leads, customers, and properties — and connects all three to every estimate, job, permit, and invoice.

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Property Passport
123 Palmetto Drive
West Palm Beach, FL 33401 · Single Family
200A SERVICE3 PANELS2 PERMITSACTIVE
SERVICE
200A Underground
PANELS
2 (Main + Garage)
CIRCUITS
14 documented
Electrical Job History
Panel Upgrade
#1047 · Aug 14, 2026 · M. Rivera
COMPLETED
200A QO main panel, 40-slot. Old FPE removed.
EV Charger Install
#1031 · Jun 3, 2026 · J. Lee
COMPLETED
Level 2 EVSE, 30A dedicated circuit, garage.
Service Upgrade
#0998 · Feb 18, 2026 · M. Rivera
COMPLETED
100A → 200A overhead, new meter base.

Generic CRMs weren't built for electricians.

A Salesforce or HubSpot contact record has no concept of a property's electrical system, a panel that was upgraded, or a permit that's pending. When you convert a lead in those tools, you start a new record in a completely different system.

In Arcvena, converting a lead creates a customer record, links it to the property, and starts the Property Passport. The CRM is the beginning of the job record — not a separate silo.

The lead pipeline

Six stages from first contact to converted job — built around how electrical sales actually work.

01

New Lead

Inbound call, website form, or referral. Captured with source and contact info.

02

Contacted

First contact made. Notes recorded, follow-up scheduled.

03

Qualified

Scope understood. Ready to schedule an estimate.

04

Estimate Scheduled

On the books. Technician assigned and dispatched.

05

Estimate Sent

Proposal sent to customer. Awaiting decision.

06

Converted

Estimate approved. Job created and property record started.

What the CRM covers

Lead pipeline

Track every inquiry from first call through conversion. Source tracking tells you where your best leads come from.

Customer profiles

Complete contact history, all properties, every job, every invoice — organized at the customer level.

Property linking

Customers link to properties. When you create a job, the Property Passport is already there.

Customer notes

Internal notes that follow the customer record forever — preferences, access instructions, relationship context.

Conversion tracking

See what percentage of leads become estimates, and what percentage of estimates become jobs.

READY WHEN YOU ARE

See the CRM built for electricians.

We'll show you how leads flow from first call to completed job — all in one platform.

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