Customer Management
Contact information, sales history, open quotes, invoices, and support requests — all in a single customer card. Segment with tags and send campaigns.
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Quick sign-up via Argist.com ›Sales, invoices, and support come together in a single customer card.
Contact information, sales history, open quotes, invoices, and support requests — all in a single customer card. Segment with tags and send campaigns.
- Detailed customer card
- Tag-based segmentation
- Communication history (call / email / SMS)
- Sales and quote history
- Bulk customer import via Excel
- Bulk SMS / email sending
- Income-expense tracking
- Cash transaction tracking
Argist Customer 360°
ActiveCustomer Management Features
Customer Management's 8 standout features. All included in the plan.
Detailed Customer Card
Contact information, sales history, open quotes, and invoices are all gathered in a single customer card.
Tag-Based Segmentation
Segment your customers with tags and filters, and send targeted campaigns.
Communication History (Call / Email / SMS)
Track all communications with a customer in chronological order.
Sales and Quote History
Access a customer's entire sales, quote, and invoice history from a single screen.
Bulk Customer Import
Import your customers into Argist in bulk using Excel.
Bulk SMS / Email Sending
Send bulk SMS and email campaigns to your segmented customer groups.
Income-Expense Tracking
View income and expenses per customer in the cash transactions tab.
Cash Transaction Tracking
Check payments received from a customer and the profit-loss balance in a dedicated tab.
Create a Customer Card
Contact information, sales history, open quotes, invoices, and support requests — all in a single customer card. Segment with tags and send campaigns.
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Detailed Customer Card
Contact information, sales history, open quotes, and invoices in a single customer card.
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Tags & Segmentation
Segment your customers with tags and filters.
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Communication History
Track call, email, and SMS history in chronological order.
Features you can use together
Customer Management automates your entire operational process when used together.
15 days free to get started right away
If you like it, keep using it with a subscription. Setup and data migration support included.