Best CRM Sales & Marketing Management Software

Key Features

Campaigns

Create multiple campaigns across the application and define objectives for each of them. Group them under various campaign types ranging from marketing campaigns to location or platform-based campaigns. Control various parameters such as active date range, estimated costs, expected returns, actual costs, actual returns and variance analyses.

Leads

Group your suspects and prospects with pre-configured filters and groupings. Utilize various interaction governance tools such as mass email, mass SMS, follow ups, correspondence, and Lead Qualification processes to ensure maximum conversion of leads to opportunities.

Accounts

Maintain a central repository of Accounts to which all services of sales, marketing and services are offered. Group these entities under the Accounts module as Masters and include various data parameters such as address and related information. Personalize your accounts with flexi-fields, page layouts and other customization tools to suit your specific needs.

Opportunities

Convert leads to opportunities and effectively manage your revenue pipeline. Manage sales teams, their visits and activities, follow-ups, and inward and outward documents. Estimate, quote and book orders with effective tracking of stage propagations and convert opportunities into revenue clients without missing out on any opportunity.

Task Management

Auto-create tasks from a business process or manually create, assign, track and accomplish tasks using the integrated tasks management module. Manage tasks across all modules and features within the system to ensure that nothing goes overlooked. Utilize robust governance features such as reminders and escalations to ensure your task accomplishment efficiency at a proactive level.

Quotations

Standardize your quotation structure, pricing, and discount/approval policies. Your hierarchies can create, approve and send quotations directly to customers using standard pricebooks, or pricing specific to contracts or customers.

Sales Orders And Invoicing

Raise sales orders directly from the approved quotation and have the system automatically trigger alerts, actions, tasks and notifications to various departments in order to execute the sale. Utilize the smart integration capabilities for smooth functioning.

Surveys

Create user-definable surveys and trigger them across various stages or modules to obtain feedback from their target audiences ensuring Quality Control and Quality Assurance.

Workflows

Train the CRM system on your business rules and policies, define actions and triggers based on specific conditions, and the system monitors these sales and related processes by itself to ensure timely execution of tasks and deliverables using time-based situational workflows and alerts.

Dashboards

Create and assign multiple dashboards by roles or users to monitor real-time business or department parameters through live graphs.

Tele Marketing

Manage your tele-calling databases with ease and generate calling queues with call scripts and various other automated tools to convert calling lists into prospects and revenue-paying customers with our easy-to-use telemarketing features.

Products

Manage Products or Services with flexible price-books and attributes. Classify products by location, users, roles, profiles, and various other parameters.

Pricebooks

Maintain intelligent pricing by customers, vendors, partners, quantities, contracts, locations, divisions, departments or other variable controls across multiple currencies.

Currency

Manage global currencies’ exchange rates, historical tracking and movement, and record transactions.

Business Sales Life Cycle

Progress processes or opportunities through multiple stages and monitor parameters such as aging, approvals, mandatory stage and escalation, thereby providing visibility of the sales funnel and accurate sales projections forecasts.

Calendar Management

Create, manage and share your calendar with other internal users through rights and permissions for specific teams, locations and users, and invite other internal users for tasks and meetings. See their free/busy times, receive confirmation for appointment invitations and much more with the integrated calendar.

Competitors

Capture pertinent information about competitor behavior while working on leads and opportunities and identify trends. Competitor analysis and intelligence will help you position your price, payment terms, products, services and sales teams correctly, maximizing your results of revenue.

Partners and Resellers

Acquire, manage and track your partners and resellers through a partner acquisition lifecycle and convert them into active contributors to your business model. Keep track of their performance, leads, opportunities, sales, and commissions, all through robust integrated partner and reseller management tools.

Route Planner And Location Trackers

Plan user routes and track if the planned routes are correctly followed. Review analytical reports such as Planned V/s Actual, and variance reports.

Communications Engine

Enable all modules to trigger smart communications through user-defined templates of emails, SMS messages, notifications, reminders or periodic actions within organizational users or external clients.

Fields And Layouts

Add field on-the-fly with rules, formats and various features. Lay these fields out on Page Layouts across modules for various users.

Custom Modules

Looking for something more? Create customizable modules which will inherit all the critical functionalities, related modules, workflows, authorizations and all other tools to suit specific user-case scenarios.

Document Management

Provide security-based access control to all documents, track versions and manage access restrictions within a truely paperless environment. Consolidate all documents under a single, unified view with smart-search functionalities.

List Views

Create multiple list views which can be restricted to specific users and user-groups thereby ensuring that the correct information is always in sight of the logged-in user

Search Customizations

Search across the system to pin-point a specific data item regardless of the module under which that data item resides.

Print Layouts And Design

Design print layouts to suit your organizational communication style, theme, and requirements.

Duplicate Records Management

Manage duplication through rules that prevent redundant and duplicate data-entry and merge duplicate records already within modules.

Multilingual Support

All modules of the Centra CRM are powered by a language engine providing multilingual support for data entry, data presentation and reporting.

Integration

Integrate with virtually any third party or legacy system which has open-ended system architecture through APIs.

API's

APIs allow incredible flexible building blocks to develop custom-built applications that can augment the underlying platform of the core.

Reports And BI

Build, monitor and analyze multi-dimensional reports with smart analytical capabilities including color-coding, KPI definitions and graphing-engines on-the-fly. These graphs can be assimilated onto user-specific dashboards. The BI tool further allows for custom report creation using virtually any of the fields available within the module. Reports can easily be extracted into PDF, CSV, Excel and various industry-standard formats based on user rights and permissions.