Frequently asked questions
about Archie CRM

Suitability & Applicability | Technical Specifications | Functionalities & Modules | Costs & Rights of Use | Implementation & Support | Integrations & Links | Sales & Marketing | Analysis & Reporting | Services & Data Management

Suitability & Applicability

  • Yes indeed, a demo is available! Discover Archie at your own pace. We are ready to guide you. Schedule your free demo here.

  • For sole proprietorships, other solutions are generally better suited. Archie is the best fit for medium-sized businesses, municipalities and non-profits.

  • Archie is best suited for organizations from 5 to about 500 employees. Want to know if Archie is right for your organization? Then schedule a call with Ruud to discuss your case.

  • Archie is suitable for any company dealing with relationships, contacts and all the processes involved.

    This means that you can work with our software no matter what your business activities are.

    We therefore see that organizations from different industries know how to find us such as wholesalers, manufacturing companies, installers, healthcare institutions, municipalities and business service providers.

  • Yes, Archie has a special solution for the EZ department within municipalities so that the Account Managers and business contact officers are optimally supported. Many municipalities in the Netherlands therefore work with Archie CRM with great success. Read more about this CRM solution for municipalities here.

  • Archie's software excels when it comes to capturing organizations, stakeholders and the contacts within these entities. This makes Archie especially suitable for B2B organizations and less interesting for B2C organizations.

  • Yes, you can. Archie CRM is a scalable solution that grows with organizations. For your specific needs, contact our CRM experts.

  • With ERP you manage your financial administration, various resources and your inventory. CRM is the extension of your ERP with which you can increase the commercial power of your wholesale business and raise the service level. Archie CRM for wholesalers gives sales, marketing and service the right tools to work smarter. Archie CRM integrates seamlessly with the most widely used ERP systems.

Technical Specifications

  • Yes, Archie is available (depending on requirements) as a SAAS solution. Our CRM experts will be happy to help you with more information about Archie's technical possibilities. Get in touch.

  • With Archie, you have the choice between an on-premise (in your own environment) version or working in the cloud. How convenient.

    If you choose the Archie cloud, your data is securely stored in the Netherlands.

    For this we work with our ISO 27001 and ISO 9001 certified partner Onited. This allows us to guarantee the best operation, availability and security of your environment.

  • By default, Archie is available in Dutch, English, French and German. Other options can be discussed with us.

  • Yes, you can use Archie CRM through Microsoft Edge, Chrome, Firefox and Safari.

    Archie is available via desktop, laptop and tablet. A special app is available with unique features for cell phones. Learn more about Archie CRM Mobile here.

  • Yes, Archie works on an Apple, through the browser, but not through the operating system (iOS).

  • Yes you do. With Archie CRM Mobile, you can access your CRM anywhere, anytime; in the office, on the road or at home. The app has useful features, including voice-activated entry of call notes and push notifications. Anything entered in the app is immediately available to colleagues at the office. Read more about Archie CRM Mobile here.

Functionalities & Modules

  • The Attention Monitor in Archie CRM is a powerful analysis tool that helps you see which customers you're actually paying attention to, and whether that's proportionate to their revenue and margin.

    What does the Attention Monitor do?

    - Measure contact frequency: you gain insight into how often customers have been contacted-via calls, emails, activities, service requests, and so on.

    - Compares attention with customer value: combines information on contact moments with sales figures and margins, so you can check whether you are making the right effort with your most important customers .

    - Visualizes attention versus return: in clear tables you can immediately see where you may be paying too little attention to high-yielding customers, or conversely, where you are spending too much time on low-yielding customers

    -Functions proactively: identifies when customers have not received attention for an extended period of time, allowing you to take action more quickly.

    What makes the Attention Monitor valuable?

    - Proactive relationship management: ensures that customers do not slip away unnoticed because you have too little contact with them.

    - Yield optimization: you can allocate your time and resources more consciously to customers who give the most back there.

    - Efficiency in sales: reduce response times and make better use of opportunities because you prioritize in a targeted way.

    The Attention Monitor helps with data-driven relationship management: it measures, compares and visualizes customer contact in relation to their economic value.

  • Archie is CRM software for supporting sales, marketing and support.

    It is not an accounting package or ERP system. However, Archie interfaces well with ERP and other tools in your software landscape.

    This allows you to take full advantage of the power of each tool. See what integration options are available here.

  • Yes, you can use Archie with the optional Quotation Generator (Quotation Module) to automate the quotation, order and invoicing process. Data from Archie is automatically loaded into the quotation and with a simple workflow the quotation is sent to the customer.

  • With Archie CRM, you can maintain a relationship database, projects and related communications. This is why many non-profit organizations know how to find us, such as municipalities, government agencies, social organizations and companies in the cultural sector.

  • Yes, you can, via the optional Project Management Module. This allows you to add organizations to projects, assign activities to project members, keep track of schedules, register hours and generate the necessary overviews.

  • Yes, Archie CRM is specifically designed to make the user's life easier. Convenient workflows automatically create tasks, complete data in CRM or turn on certain activities such as sending an automatic notification email.

Costs & Rights of Use

  • Archie is available from € 29 per month (per user). Depending on the specific requirements, the number of users and the necessary support, we will be happy to give you a specific investment overview. You can read more about Archie CRM pricing here.

  • The standard version of Archie is rich in functionality and features. Should additional requirements arise, such as setting up a new integration, we would be happy to help. The costs depend on the requirements and the license contract. For more information please contact sales.

  • Yes, basically every user has access to all functionalities available within the license.

    This is a major advantage of Archie over many other systems; each user license entitles you to the same functionalities. There are no additional charges for different types of users.

    The master user, of course, does have the ability to set access rights per user.

Implementation & Support

  • Using our unique approach, Archie is implemented by our own team. This allows you, depending on the license composition, to be operational within a month. Read more about Archie's unique approach.

  • No, the initial installation of Archie is handled by Archie's experienced staff.

    Learn more about our unique approach that will get you up and running with Archie CRM as quickly as possible.

  • After a short basic training, you will quickly understand Archie because the software is quite intuitive. Our staff is ready to help you get the most out of Archie CRM. You can also take advantage of our extensive knowledge base and training opportunities.

  • Archie is known for its accessibility. If you need support with Archie CRM, you can contact the support line directly. You will get someone to talk to immediately. You can also count on an extensive knowledge base and on the Customer Success Team, which helps with the implementation and further rollout of Archie CRM.

  • Sure, you can contact our support line with user questions. You'll get someone on the line within a minute! There is also an extensive knowledge base available and several training courses to follow to get as much out of the Archie environment as possible.

Integrations & Links

  • Yes, Archie has a link with Mailchimp. In addition to providing relationship and contact information for a customized emailing, you'll also get changes and notifications fed back for processing. Learn more about integrations.

  • Yes, Archie is part of the Zapier Partner Program. This allows us to move quickly when setting up an integration.

  • Linking CRM and ERP & accounting software can add a lot of value. Therefore, standard integrations are available for most ERP systems and accounting packages such as Exact, SAP & AFAS. In addition, Archie is a partner of integration platform Zapier so many integrations are also possible through this channel. Read more about standard integrations with ERP and accounting software here.

  • With Archie, you can interface with many different programs. Whether it's marketing automation, ERP, data tools or office automation, there are always possibilities. Check out the possibilities.

  • Yes, Archie has extensive integration with Outlook Mail and Outlook Calendar. This allows you to easily record all communications regarding prospects and customers. You can also easily view tasks from CRM in Outlook. Ask our CRM experts about what else is possible.

Sales & Marketing

  • Archie is comprehensive CRM software with many features around capturing and tracking sales opportunities. Users also have options to set up automatic tasks and notifications based on information from the sales opportunity. Of course, various statements can also be generated for analysis and reporting. Schedule a demo with a CRM expert to learn more.

  • Within Archie you can gain insight into how you divide your time (attention) among your customers, what movement there is in the customer pyramid and whether you are achieving your objectives. Archie offers extensive possibilities for analysis and reporting, tailored to your specific information needs.

  • Yes. Manage your marketing campaign from head to tail from Archie CRM. Collect all leads from website, events and LinkedIn campaigns in one place. Schedule automatic actions in sales to follow up on hot leads. Learn more about marketing features.

Analyses & Reports

  • Yes indeed. Archie has extensive analysis capabilities; data of relations and contacts (database), sales (including forecasts and customer pyramid), projects, marketing (campaigns), time registration and helpdesk. Schedule a demo for more information about the possibilities.

  • Archie has extensive analytics capabilities and custom dashboards. Through our API, you can also unlock data to PowerBI to combine your CRM insights with other data.

Services & Data Management

  • Archie's data is securely stored in a Dutch cloud environment. To this end, we collaborate with our ISO 27001 and ISO 9001 certified partner, Onited. This allows us to guarantee optimal performance, availability, and security for your environment.

  • Yay! Finished the job? Via the app or a tablet you handle a ticket with a few actions. Including time registration, comments, automatic emails and follow-up actions. At the office, colleagues see all the information directly in Archie CRM. Read more about Archie's capabilities for service organizations here.