Archiz CRM

Open Archiz CRM and plan your day around actions, not tabs. Start by importing contacts from a CSV or syncing Google/Microsoft email and calendar. Map custom fields, merge duplicates, and tag accounts into segments you can target later. Connect your website forms, chat, phone line, and social inbox so every inquiry lands in one timeline. Set up roles and territory rules, then enable real‑time sync with your billing or storefront, so product, order, and payment details appear next to each profile.

For new business, design a lead flow that works without babysitting. Score interest based on page views, replies, and fit; route hot prospects to the right owner automatically. The AI Assistant reviews deals, flags risks, and drafts outreach you can send or tweak in one click. Calls and emails are logged for you; book meetings from the record and the invite goes out with your conferencing link. Move opportunities on a kanban board, attach tasks, and set reminders. Pull prices from the product catalog to build quotes, get approvals, and convert to orders when you win.

In marketing, build journeys that react to behavior. Drop a contact into a nurture when they download a guide, branch on opens or site activity, and test subject lines side by side. Orchestrate SMS, email, and social from a single calendar. Predictive models help you prioritize segments and send at the best time. Track referrals with unique links and reward advocates automatically. If you ship connected devices, use IoT events—like low usage or an error code—to open a case, alert success, or trigger education campaigns.

After the sale, keep customers moving with structured delivery and support. Turn messages from email, chat, or phone into tickets with SLAs, surface similar solutions from the knowledge base, and escalate when needed. Use projects to manage onboarding tasks across teams and keep files in context with document management. Monitor the business with live dashboards: forecast by stage, compare cohorts, inspect call outcomes, and watch territory health. Schedule reports for managers and clients. Customize layouts and automations to your industry, connect other systems with APIs and webhooks, and rely on continuous sync so every team works from the same facts.