Powerful CRM features designed to help
you get organized and have a significant
impact on sales growth.

CRM Software Features

Centralize contact & account information

  • Get organized and access all of your account information in one place
  • Import & manage your lists and contacts easily
  • Enrich contact profiles with our through social media connector
  • Track all activities, files, contacts, notes, deals, estimates, sales
  • Personalize your CRM with custom fields
  • Filter your data quickly based on various criteria

Simplify your activity management

  • Centralize tasks and activities with your customer information
  • Schedule your tasks and meetings and view priorities
  • Access your activities on the road from any device
  • Setup activity reminders and alerts
  • Create activities for yourself and for your team

Increase sales productivity

  • See your sales pipeline at a glance
  • Move your opportunities through sales stages
  • Set alerts and notifications
  • Save time finding documents by attaching them to your contacts
  • Access CentrixOne from your mobile on the go

Improve pipeline visibility and management

  • Get total visibility deals by sale stage
  • Access your forecast and pipeline in real time
  • Review activities, pipeline and sales dashboards in a snapshot
  • Let’s you take action and stay in control
  • Easy and intuitive to use

Create engaging emails and marketing campaigns

  • Intuitive drag-and-drop email editor
  • Start from email templates or create your own
  • Send email campaigns to nurture your leads and increase conversion
  • Track email activity from a simple dashboard
  • Mobile friendly responsive email templates
  • Preview emails as they would appear on any device
  • Personalize emails based on first name, company name, or any custom information
  • Each email is sent out one at a time, to help avoid spam filters

Marketing automation saves time and increases engagement

  • Increase engagement with pre-set emails ready to go
  • Automate and personalize web form or landing pages responses
  • Promote your business with emails pre-set with specific delivery dates
  • Setup lead scoring to evaluate prospect readiness to buy
  • Advanced features include automated tasks, notifications for you & your team
  • Connect your website or landing page to web analytics to view traffic and activity

CentrixOne has all the essentials you need and more to be released frequently.
Sign up for a demo to see all the other features in action.

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Take advantage of our integrator network.

Need some extra help? Benefit from our premier integrators to accelerate your CentrixOne implementation—and sales!
From initial setup and customization to integration and training, there is no better resource than our worldwide network of integrators.

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