Everything your team needs,
nothing they don't.
Every feature was built to save your team time.
Here's the full list.
Built for Modern Sales Teams
Lead & Client Pages
Everything about a customer on one screen. Details, notes, emails, files, payments, timeline.
- Full profile with custom fields
- One-click conversion
- Edit any field inline
Calendar
See every meeting, follow-up, and deadline in one place. Plan the week and never miss a callback.
- Month, week, and day views
- Drag-and-drop rescheduling
- Color-coded by team or owner
Custom Fields, Statuses & Tags
Shape Artilo around your sales process. Add fields, define statuses, and organize with tags - no two CRMs look the same.
- Custom fields for any data
- Define your own pipeline statuses
- Organize leads with tags
Automations
Put the busywork on autopilot. When a new lead lands, Artilo updates the record and tells the right person - instantly, every time.
- Trigger on every new record
- Auto-set status, country, and tags
- Notify the owner or a teammate
Reports
See what's actually working. Agent scoreboards, day-by-day lead flow, and month-over-month trends - or export the raw data.
- Performance by agent and team
- Daily and monthly breakdowns
- Export any module to CSV or Excel
Team Management
Invite members, assign roles, and organize by teams.
- Invite by email
- Assign roles instantly
- Team organization
Roles & Permissions
Custom roles with granular control. View, edit, create, delete per resource.
- Scope: Own, Team, or All
- Show/hide fields per role
- Color-coded badges
Import & Export
Move your data in or out with CSV. Migrate from another CRM in minutes - no vendor lock-in.
- CSV import with field mapping
- One-click export
- Take your data anywhere
