Client/Customer management in the ArtiCAD CRM

Client/Customer management in the ArtiCAD CRM

This is where all your prospect, lead and customer information are stored.

To add a new client into the ArtiCAD CRM

Select ‘New Client’. This will open a pop up where you can enter all the Client details. There is a postcode search built into this window to make it easier to enter the client address. The salesperson is the user within your business that is associated with that particular client.

To edit or view an existing client

Click their name in the list displayed.

Within each client are multiple options. The first sections are the clients’ details. Further options include leads, where you can create a lead for that particular client and fields such as:

  1. ‘Appointments’ – Here you can create, edit, and delete appointments that integrate with the built-in calendar.
  2. 'Client Communication’ – Where you can store information on your communications with the client.
  3. ‘Contacts’ – where you can store further contact details for that particular client.
  4. ‘Projects’ – With CRM plus you can store ArtiCAD designs in the cloud alongside the client record so that you can access and work on them from anywhere.

To delete a client

Simply click into their record and select ‘Delete’.

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