Features / CRM
CRM
Your customers' whole story, from the first call to the end of the job
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A single customer record holding contact details, the home, works plans, quotes, site and finances: your sales and technical teams finally work from the same information.
01
360° customer record
contact details, tags, tax bracket, account manager and works manager
02
The home at the heart of the record
photo, address, plan and surveys available to everyone
03
The whole history in one place
works plans, quotes, site, admin & finances
04
Notes and instant search
to find a customer or a file in seconds
05
Geomarketing
see your customers and prospects on the map to plan your rounds
They already trust us
+2000
installers
manage their customers with Argile
10,000
products
kept up to date in our manufacturer catalogues
“When several teams are involved, everyone needs to work with the same information. Argile helps us standardize our visits and better manage our projects.”
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The Argile building blocks that pair best with this one, from the survey through to the job site.
Customer portal
The home, consumption, documents, the job and the team's contact details: every customer gets a dedicated space that keeps them informed without having to call.
Trade messaging
Messages, photos, voice notes and site notes attached to the right customer and the right file: no more information lost between texts, emails and WhatsApp groups.
Phone systems
Argile connects to your phone system: calls, texts and contacts sync with the CRM, with call summaries, recordings and transcripts attached to the file.
FAQ
Browse the answers to the most frequent questions. And if needed, our team is here to help.
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Yes: an account manager and a works manager on every record.
Ready to bring your customers' whole story into one place?
One demo, and you see your expertise proven.
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