Choose your plan
and get started!
Monthly
Annual
-
SOLO
- Canadian world-class data storage
- 10 000 contacts
- Contact database
- Contact management
- Opportunity tracking
- Notes / tasks management
- Document storage
- List management
For solopreneurs and new businesses.
Simple and intuitive CRM, tools to get organized, track opportunities and close more sales.
TEAM
- Canadian world-class data storage
- 100 000 contacts
- Team management
- Email marketing
- 5.000 monthly emails
- Landing pages / web
- Advanced user permissions
- Email sync*
Powerful all-in-one sales platform.
Gives sales teams the information they need to improve performance and increase revenue.
PopularGROWTH
- Canadian world-class data storage
- Unlimited contacts
- Web auto responses
- Automated tasks / reminders
- Automated email
- 10.000 monthly emails
- Automated workflow
- Automated quotation tracking
Automate your sales processes.
Send welcome emails, segment your contacts, personalize your emails and automate workflows.
ENTERPRISE
- Canadian world-class data storage
- Unlimited contacts
- Data warehouse
- User hierarchy
- Advanced permissions
- API support
- Customized accounting sync*
For well established companies.
Get personalized integration and support to maximize your investment.
-
SOLO
- Canadian world-class data storage
- 10 000 contacts
- Contact database
- Contact management
- Opportunity tracking
- Notes / tasks management
- Document storage
- List management
For solopreneurs and new businesses.
Simple and intuitive CRM, tools to get organized, track opportunities and close more sales.
TEAM
- Canadian world-class data storage
- 100 000 contacts
- Team management
- Email marketing
- 5.000 monthly emails
- Landing pages / web
- Advanced user permissions
- Email sync*
Powerful all-in-one sales platform.
Gives sales teams the information they need to improve performance and increase revenue.
PopularGROWTH
- Canadian world-class data storage
- Unlimited contacts
- Web auto responses
- Automated tasks / reminders
- Automated email
- 10.000 monthly emails
- Automated workflow
- Automated quotation tracking
Automate your sales processes.
Send welcome emails, segment your contacts, personalize your emails and automate workflows.
ENTERPRISE
- Canadian world-class data storage
- Unlimited contacts
- Data warehouse
- User hierarchy
- Advanced permissions
- API support
- Customized accounting sync*
For well established companies.
Get personalized integration and support to maximize your investment.
Centrix One CRM Features
Centralize prospects & customers
| SOLO | TEAM | GROWTH | ENTERPRISE | |
| Data import and export tool | ||||
| Dashboards (sales and opportunities) | ||||
| Sync email (Workspace, G-Suite, Exchange, Outlook, Office 365, IMAP) | ||||
| 1-1 marketing emails with open tracking and alerts | ||||
| Advanced filtering (contacts data, activities, opportunities) | ||||
| Deal management and pipeline | ||||
| Google Map integrated in each client file | ||||
| Documents on clients/opportunities | ||||
| Sales and marketing documents library | ||||
| Follow-ups and reminders | ||||
| Note and activity management | ||||
| Advanced deal and contact | ||||
| Emails module | ||||
| Optimized for mobile devices |
Integrated sales & marketing
| SOLO | TEAM | GROWTH | ENTERPRISE | |
| Software for email campaigns | ||||
| Drag and drop email editor | ||||
| Free email templates | ||||
| Free, unlimited image bank | ||||
| Email pop-ups | ||||
| Lead scoring | ||||
| Real time stats tracking | ||||
| Contact social profiling (automatic search for information available on social media) | ||||
| One-click Google Analytics integration | ||||
| List management | ||||
| Custom fields | ||||
| Sales & marketing documents library | ||||
| Canadian anti-spam law (CASL) | ||||
| Web interactive forms | ||||
| Social media email links |
Automated sales processes
| SOLO | TEAM | GROWTH | ENTERPRISE | |
| Email marketing automation | ||||
| Workflow automation | ||||
| Automated emails | ||||
| Tasks automation | ||||
| Automated reminders | ||||
| Opportunities automation | ||||
| Update fields value automation | ||||
| Email & website interactions tracking | ||||
| Lead scoring | ||||
| Automated lead assignation rules | ||||
| Smart triggers |
Optimized sales management
| SOLO | TEAM | GROWTH | ENTERPRISE | |
| Visual dashboards | ||||
| Deals report (pipeline) | ||||
| Sales report | ||||
| Team management | ||||
| Activity dashboard | ||||
| Reports export (.xlsx) | ||||
| Sales stages customization | ||||
| Custom opportunity fields | ||||
| Sales changes historical logs | ||||
| Store proposals and documents with opportunities |
Syncing with accounting software
| SOLO | TEAM | GROWTH | ENTERPRISE | |
| Automatically sync contacts and accounts data | ||||
| Sync proposals and quotes | ||||
| Send 1-1 promo emails | ||||
| Automate your processes | ||||
| API available (Microsoft Dynamics CRM, Acomba CRM, QuickBooks CRM) |
FREE
- Canadian world-class data storage
- 1.000 contacts
- Monthly emails
- Custom fields
- Email templates
- Image bank
- Personalized logo
Knowledge base, videos
ESSENTIAL
- Canadian world-class data storage
- Unlimited contacts
- 2.500 monthly emails
- Custom fields
- Email templates
- Image bank
- Personalized logo
+$15 / block of 10,000 additional emails
Knowledge base, videos
Popular
INTERMEDIATE
- Canadian world-class data storage
- Unlimited contacts
- 5.000 monthly emails
- 70 custom fields
- Email templates
- Image bank
- Personalized logo
+$15 / block of 10,000 additional emails
Knowledge base, videos + chat
PROFESSIONAL
- Canadian world-class data storage
- Unlimited contacts
- 10.000 monthly emails
- 70 custom fields
- Email templates
- Image bank
- Contact web form
- Personalized logo
+$15 / block of 10,000 additional emails
Knowledge base, videos + chat + support ticket
*No credit card required / Our servers are located in Canada
Additional options
| Users | Add users/collaborators to your account. | $2.95 month / user |
| Web Forms | Add web forms. | $4.95 month / company |
| Accounting Sync | QuickBooks online sync. Acomba sync (price/m/company). Available with the Professional plan only. | $4.95 / month |
| Email sync | Sync with G-Suite, Office 365. | $7.95 month / user |