arbelo

Built for design + build businesses

One system for the whole job.

From the first enquiry to the final payment, Arbelo connects sales, quotations, project delivery, field work, documents, and finance—without losing the context between them.

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No card requiredOffice + fieldHuman-controlled AI

One connected lifecycle

The record moves with the work.

Arbelo does not stop at CRM. The same commercial and operational context continues into delivery, billing, and collection.

  1. 01

    Lead

    Capture, qualify, assign, and follow every enquiry.

  2. 02

    Quotation

    Turn scope into a priced, branded document.

  3. 03

    Project

    Coordinate office, field, files, and progress.

  4. 04

    Invoice

    Bill against the work with its context intact.

  5. 05

    Payment

    Collect, match, and understand what remains.

Leads

Every enquiry keeps its context and its next action.

Move from a populated pipeline into the complete lead record: status, ownership, requested services, files, quotations, and every call or note in one timeline.

  • List and board views for different operating rhythms
  • Activity timeline beside the lead—not in another tool
  • AI-assisted intake, assignment, and follow-up
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Quotations

Shipping for launch

Scope the work and send a document worthy of it.

Build from your service catalog, attach visual context, apply commercial rules, and share a client-ready quotation without rebuilding the same information.

  • Catalog-backed line items and reusable commercial rules
  • Autosaved drafts, attachments, taxes, and discounts
  • Public client review, acceptance, and launch-target e-signature
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Projects + field

Shipping for launch

What happens on site reaches the office while it still matters.

Jobs, activity, files, time, cost, and billing stay attached to the same project. Field teams get a focused mobile experience; the office keeps the complete picture.

  • Jobs and task progress across office and field
  • Photos and activity attached to the right project
  • Launch-target GPS time tracking, push alerts, and offline AI
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Finance + Capture

Shipping for launch

Know what was billed, collected, spent, and still needs attention.

Finance stays connected to the underlying client and project. Capture turns forwarded receipts and payment confirmations into structured records with review and automation controls.

  • Invoice and payment ledgers with operational context
  • AI extraction and ranked invoice or project matching
  • Launch-target controlled automatic posting
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Intelligence with a job to do

More than automation around the edges.

Arbelo Assistant

Shipping for launch

Ask the business. Inspect the evidence. Act with control.

A native assistant grounded in Arbelo records, with citations and a clear preview before guided actions.

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Floor planner

Shipping for launch

Carry measurements into scope—not another spreadsheet.

Draw rooms and openings, keep the plan with the project, and connect its measurements to estimating and quotation.

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Connected tools

Integrations with a clear place in the workflow.

Connect workspace communication, accounting, payment accounts, Capture channels, and external AI assistants with explicit scope and revocation.

Google WorkspaceMicrosoft 365Personal emailQuickBooksZoho BooksStripeRazorpayTelegramClaudeChatGPTMCP clients
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What is real today

Product facts instead of invented proof.

Customer outcomes and reviews will appear only when they can be attributed. Until then, the product itself carries the argument.

Office + field

Purpose-built views for each role.

One connected record

Commercial and delivery context stays attached.

Controlled AI

Reasoning, citations, previews, and confirmation.

Tenant isolation

Workspace data stays scoped to the business.

Design + build depth

Plans, jobs, documents, and project finance.

Lead to payment

A lifecycle broader than a standalone CRM.

The whole job, connected

Stop rebuilding the story in every tool.

Bring the lead, quotation, project, field record, documents, and finance into one operating system.

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