Archiz CRM Update—Smarter Billing, Cleaner Data, and Enhanced Automation
At Archiz Solutions, we’re constantly evolving to make your CRM experience faster, smoother, and more tailored to your needs. With our latest update, we’ve introduced powerful enhancements that improve billing control, telephony configuration, data accuracy, and automation flexibility.
What's new:
Multiple Billing User Support for All Accounts
Financial responsibility management across teams is easier than ever. With multiple billing user support, businesses can offer billing access to multiple team members, resulting in faster approvals, improved expense visibility, and more control over subscription management between departments.
NextGen Telephony: Simpler Setup, More Seamless Calls
We've made it easier for teams to manage their telephony solutions. Users can easily set up critical telephony features with fewer clicks through our new interface. Whether you're establishing call routing, caller ID, or click-to-call settings, NextGen Telephony makes it easy to stay in touch with clients continuously.
Audit Log for ClickCall Mapping Changes
Transparency and control matter. That’s why we’ve added an audit log that records every change made to your ClickCall mapping setup. Now, admins can track who updated what and when, bringing better accountability and smoother troubleshooting to your telephony environment.
Opportunity Deduplication Improvements
Goodbye to duplicate opportunities in your pipeline. With the enhanced opportunity deduplication feature, Archiz CRM now identifies and notifies users when a similar opportunity already exists in the system. This maintains a clean pipeline, minimizes manual data checks, and provides more accurate forecasting.
Improved Automation: Share Selected Fields via Webhook
Now you can fine-tune your webhook actions to only send the data you want. Our new upgrade lets you choose and pass through specific fields, keeping you in charge of what gets shared outside and avoiding unnecessary data movement. Ideal for tidier integrations with third-party apps or custom systems.
Bug Fixes & Performance Improvements
We’ve resolved minor bugs and optimized key system components to deliver faster load times, improved UI behavior, and a smoother user experience across modules. Your CRM just got more stable and reliable.
At Archiz Solutions, we build CRM systems tailored to your process, industry, and goals, because real growth begins with technology that truly works for you.
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