Client Management (CRM)

Keep all the information on your clients in one, easily accessible place.

Scroll down
All contacts in one place Leads customisation Everything you need in one 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.

All contacts in one place

Leads customisation

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.

Leads customisation

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.

Everything you need in one place
 

Discover hundreds of ArchdeskTM ERP features

Schedule a Demo
 

All features are specifically built to work seamlessly in one software package and are highly customizable.

See more features.

 

Reporting

Gain insight to all the essential information from custom dashboards to detailed high level reports.

Learn More

Supplier Management

Keep all your client information in one, easily accessible place.

Learn More

Sub-contractor Management

Store all essentia linformation, files, job history, and notes about your sub-contractors in the system.

Learn More

 

Alerts & Notifications

Stay up to date and never miss another important piece of information.

Learn More

To-Do's

Organize and assign tasks allowing for easier and more efficient project management.

Learn More

 

Ready to schedule your Archdesk demo?

 
 
Get a Demo