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account architect


Keeping track of your customer information is vital to the growth of your business. The more you know about your customers, the better you can sell to them. Account Architect makes it easy to store this information online so you can view it from anywhere.

Account Architect easily hooks into your website via contact forms so you can begin capturing leads from your site. Once a lead is captured, you can then enter more details about them such as additional personal and work information, personal notes, conversations, tasks and more. Leads, prospects or current customers can also be manually entered so they are tracked within the system. Best of all, everything is online, so your sales and management staff can via this information from a computer either in the office or on the road.

More Features in Account Architect:

Captures all inquiries from your website
Ability to track personal and work information
Log details and conversations about each lead or customer
No software to install on multiple machines, its all online

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