Client Management (CRM)
Keep all the information on your clients in one, easily accessible place.
All contacts in one place
No matter where your clients come from, it’s handy to keep all their details in one simple location and manage them within seconds. Archdesk allows you to edit your customer information from one place without having to make the same changes in different folders within the software.
Let your sales and marketing team manage your potential clients by adding custom fields that suit your current requirements. Import or manually create a list of potentials, set your own criteria for qualifying leads, and convert them with a click of a button into opportunity, contact, or account.
Everything you need in one place
Store detailed information about your clients, subcontractors, and vendors, keeping information like their addresses, contact information, or related contacts always a couple clicks away.