Overview
Archie CRM makes it easier for organizations to stay connected with their customers through smart automation and integration with existing tools. While customization options could be expanded, its straightforward design and secure data hosting give small and medium businesses a reliable platform to build customer relationships.
Overall Rating
Based on 14 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Archie CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Archie CRM?
Archie is a customer relationship management (CRM) platform that is designed primarily for small and medium-sized businesses. The software platform helps organizations in centralizing their user data, managing sales opportunities, and improving service levels with multiple smart features. Archie CRM features include people management, sales tracking, marketing collaboration, and mobile access. The platform supports teams in working efficiently and maintaining professional relationships across departments with a focus on simplicity and secure cloud hosting.
Archie CRM Pricing
The Archie CRM cost breakdown includes the following plans:
- Basic Plan: €29/month/user
- Standard Plan: €59/month/user
- Premium Plan: €79/month/user
Disclaimer: The pricing is subject to change.
Archie CRM Integrations
Archie CRM supports integration with multiple platforms and services, such as:
Who Is Archie CRM For?
Archie CRM serves a wide range of organizations, including:
- Non-profits
- Healthcare
- Education
- Consultancies
Is Archie CRM Right For You?
Archie CRM offers tools to organize customer information, track sales, and coordinate marketing efforts, which are hosted securely in the cloud. The platform is commonly used by small and medium-sized businesses, non-profits, and other organizations that need a reliable way to keep teams coordinated and have their data accessible. Archie CRM software provides workflow automation and mobile access to support daily operations without adding complexity.
Still unsure about Archie CRM? Contact our support team at (661) 384-7070 for further guidance.
Archie CRM Features
Archie CRM gathers all customer related information such as call reports, documents, sales records, and emails into one organized overview. Users can access this information anytime through the mobile app, which helps when working remotely or on the move. The use of tags allows users to create specific customer groups, which makes it easier to send targeted communications and manage relationships more effectively.
The ‘Attention Monitor’ in Archie CRM highlights which customers require immediate attention based on recent interactions and activity. It tracks when follow ups are needed, that help users avoid missing important opportunities or letting relationships lapse. This feature supports maintaining consistent contact with key customers by signaling where to focus efforts.
Archie CRM helps users stay on top of important client tasks by automating reminders and workflows. This reduces the risk of overlooking deadlines or customer requests, especially during busy periods. The clear organization of tasks supports better planning and allows teams to respond proactively to customer needs.
Archie CRM mobile provides real time access to sales data, enabling teams to collaborate on sales projects from anywhere. Users can quickly generate customized quotes based on the latest customer information, improving responsiveness. The sales funnel feature offers a clear view of ongoing opportunities, making it easier to track progress and forecast outcomes.
The Target and Trend Monitor in Archie CRM offers detailed insights into how marketing and sales efforts are advancing toward set goals. It identifies areas where progress may be slowing or where additional focus could improve results. By monitoring these trends, users can make timely adjustments to strategies and better seize emerging opportunities.
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