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Argos Software

Accounts, Opportunities and Sales Activities

Track accounts, opportunities and sales activities

Keep every account with its contacts, log activities and follow-ups, and track each sales opportunity by stage and account manager, in the same system that runs your orders.

Request a demoMore in orders and customers
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What it does

  • Open any account with its contacts, opportunities and activities, from a management screen or a grid
  • Log activities with your own types, purposes and results against accounts and opportunities, and create follow-ups
  • Every sales opportunity carries its stage and its account manager
  • Analyze accounts, opportunities and activities in one report, with the fields you choose
An order picker with a headset carrying a carton down a rack aisle

Related capabilities

Also in orders and customers.

Customers, Ship-Tos and Carriers

Keep customers, ship-tos and carriers in one place

Your team maintains customers, their ship-to addresses, carriers, warehouses and sales tax codes from the browser, so every order and shipment starts from the same, current record.

Batch Order Processing

Update a whole batch of orders at once

Move a filtered group of orders to a new stage, reprice them, copy them or commit them in one run, with a count of what changed and a list of what failed.

See accounts, opportunities and sales activities in a walkthrough

Book a guided walkthrough with the Argos team.

Request a demoSee all features