Always up to date.
Wherever you are.
With Archie CRM Mobile you have access to your CRM anywhere and anytime; at the office, on the road or at home. Fast, simple and intuitive to use.
“Archie helps us, among other things, to make and monitor agreements and to unlock data such as contact and company data, plus the archiving of documents. Also on the go, because it works great on smartphones and tablets.”
Marja van Nierop - employee Team Economie Municipality of Oss
The customer view at hand everywhere
As an account manager you want to know how sales are doing. The mobile app supports you in sales follow-up: from business card to order processing. You see this data not only in outline, but also at a detailed level. This way you will always be well-informed during an appointment or telephone conversation. You can follow the current situation in the field of sales via the Sales Monitor and the Cockpit. So you always have the latest figures ready.
Scan business card
Have you spoken to an interesting prospect at the an exhibition? Scan the business card with the app and all data is directly in CRM visible. You simply schedule the task to call the prospect next week and make an appointment.
Prepare for the conversation
You can immediately determine the route from the app via your favorite route planner. In the parking lot, scroll through the contact card and the comments. After the meeting you immediately record a conversation report, which is automatically saved as a text version in CRM! At once colleagues at the office see how your conversation went with that great prospect and which tasks are open.
Smart planning
Schedule a follow-up appointment with the prospect? You can do that in an instant on your mobile. In the activity overview and on the calendar view you can see all appointments. Because the appointment is linked to the right contact, you immediately have all relevant information at hand.
Close the day
At home on the couch, you can check the (sales) dashboard to see how you and your colleagues are doing. Cool! A nice order has fallen and you just send a message to your colleague. You look at the tasks for tomorrow. From the contact card, you can scroll through the latest quote and documents for tomorrow's first appointment.
Field services
Are you a service employee and often on the road? Then you prefer to spend as little time as possible on the administration. In Archie CRM Mobile you record the hours worked and the work performed immediately after the visit. Paperless, simple and immediately visible to everyone in the office
A selection of the possibilities
With Archie CRM Mobile you have unprecedented functionality at your disposal. It makes working on your mobile device just as easy and comprehensive as it is at the office.
A brief overview:
Organizations and Contacts
Corporate group relationships: to which group does your contact belong.
Geomap: see where your customers/prospects are.
Linked documents: spreadsheets, presentations always at hand.
Connections: insight into interrelationships between business relations
Correspondence and linked emails: all your contact moments visualised.
Self-developed screens with extra information: specific data easy to view.
Scan business cards: process scanned business cards in file.
Activities
Agenda: you know who is doing what.
Outlook link: personal activities are exchanged.
Location: Easily record where your appointment is, wherever it is.
Facilities: equipment and rooms you file with your appointment.
Dossier: notes and reports at hand.
Push notifications: notification of appointments made for you by others.
Sales
Cockpit: total overviews and forecasts together.
Detailed insight into your quotations: orders down to detailed level.
Dashboards information: (planning, sales, RSS feeds) at a glance. Up-to-date daily, weekly and monthly overview.
Quotations/Orders sales are linked to your appointment. you know what's going on.
Filters on quotes, orders, account managers, types.
Want to know more? Book a test drive!
Would you like to see and try Archie CRM Mobile? Or see the highlights of the most user-friendly CRM software for SMEs? Then book an Archie test drive of 10 minutes