What is the ArtiCAD CRM?

A free ArtiCAD CRM system (customer relationship management system) has been added into Version 23 of ArtiCAD-Pro, BathCAD and BedCAD.

ArtiCAD have introduced this for seamless management of customers, employees and workload.

To access the CRM, simply click the CRM button in the software.

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• Calendar in the ArtiCAD CRM

  The calendar section is where you can see views on your users’ schedules. This will include appointments, deliveries, fitting etc. With CRM plus, you can integrate your emails system, including Office 365 which will integrate your existing calendar ...

• 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 ...

• Users in the ArtiCAD CRM

  The Users section are the users in your business for the CRM. The contacts ArtiCAD have listed on their records will display here. In this section you can edit existing users and assign their admin rights for the CRM. To edit a user, click them in ...

• Company settings in the ArtiCAD CRM

  Company settings are where you can alter the settings for your business. Company details – the details listed here are as ArtiCAD have them stored. If you need to change these details, please contact your local ArtiCAD office. Further elements on the ...

• How do I access the free CRM?

  To access the ArtiCAD CRM, simply click the CRM icon in the software. This will take you to the CRM webpage. You must be on Version 23 for this feature to appear When on the CRM webpage, you do not have to re-register. Simply log in using your ...