All your client information in one place

Store client information in one place. See event attendance history, view communications sent, monitor the value of orders placed, track leads, manage key contacts, record notes, and assign tasks. It’s your fully featured Customer Relationship Management (CRM) tool.

All your client information in one place

Tasks

Record notes on contacts and organisations and create associated tasks. Assign tasks to other people in your organisation to complete and manage and track your own tasks.  Learn more

Tasks

Tags

Uses tags to describe and categorise contacts, organisations, and events. For example, tag important contacts with the term "Key contact" or "Decision maker" and people who manage billing for an organisation as "Billing contact".

Tags

Flags

Add flags to contacts and organisations so that a special note is displayed when you open the record or add them to an order.   Learn more

Flags

Record learning outcomes

Record and track attendance, course completion, grades, and results.  Produce reports for the individuals and for their manager, department, or organisation.

Record learning outcomes

Capture interest for an event or service you offer

Arlo’s lead management feature allows people to register their interest in an event.  When there are enough people interested, schedule the event and ask people to register.  You can also capture interest for private course.  Learn more

Capture interest for an event or service you offer

Run campaigns to promote events

Run targeted campaigns to promote a specific event or another service. Build prospect lists based on contact information and previous event attendance. Then create and send your email and track the results.  Learn more

Run campaigns to promote events

Connect with your existing CRM

Integrate Arlo with your existing contact database or Customer Relationship Management (CRM) system.  Learn more

Connect with your existing CRM

Custom fields

Add additional fields to contacts, organisations, and other entities.  Include these fields on your website registration form to capture the information when a person registers for a course or event. Learn more

Custom fields

Account management tools

Arlo offers a range of tools to help you manage your clients.  You can assign organisations to a sales person and record a sales person on a lead or order.  Sales staff can run reports that display activity within their accounts such as event registrations, orders, leads, tasks, and notes.  Learn more

Account management tools

Automatically builds your database

Arlo automatically builds and maintains client information for you. When a person registers for an event on your website, Arlo matches the contact with an existing record in the database and updates the details.  If the contact doesn’t already exist, a new record will be added.  Arlo can also automatically link contacts based on their email address. Learn more

Automatically builds your database

Manage sales opportunities

Manage and track each of your sales opportunities.  Give them a rating, record the value and estimated close date, store quotes and proposals, and record notes and tasks.

Manage sales opportunities

Manage newsletter subscriptions

Arlo allows you to manage your newsletter subscribers, including capturing interest topics and preferred delivery methods.

Manage newsletter subscriptions

Documents

Store documents against contacts and organisations. Your team will then be able to access and download them online anywhere and anytime.  Learn more

Documents

Prevents and resolves duplicates

As a person enters their organisation’s name during the website registration progress, Arlo displays a list of possible matches to choose from to prevent a duplicate from being created.  If a duplicate is created, no problem: Arlo allows you to easily merge the records and will copy all associated items from both records. Learn more

Prevents and resolves duplicates

Communication log

View a log of all communications sent via the system and forward or re-send if necessary.

Communication log