Archie CRM

Archie CRM is software for professional relationship management and CRM. With the Archie CRM app, you always have a clear and up-to-date picture of all your contacts. It allows you to quickly and easily view your customers' details, record visits and schedule appointments on your phone. Ideal for on the road.

Key features:

• Relationship management: full insight into organizational data with contacts. Add and update call reports.
• Smartsearch: a google-like way to search for an organization or contact just by typing the first few letters.
• Email and documents: access to stored emails, call reports and linked documents (e.g. Word, Excel, PowerPoint).
• Activities: consult, add or change activities, incl. an overview of past activities. Equipped with a handy Planner.
• Dashboard: access Archie Dashboard controls such as RSS feeds, notifications and birthdays with a single click.
• Multi Purpose: consult custom pages that are linked to organizations and contacts.
• Sales: extensive sales data is available (e.g. quotations, orders and invoices), including order and item descriptions. Insight into open quotations and forecasts (Cockpit) and current affairs (Sales Monitor).
• Time Registration: add or update personal time-registration records for organizations.

The Archie CRM app is only available to Archie CRM users.