Sales

Centra CRM effectively converts your leads and opportunities into revenue-paying customers, using powerful tools like sales lifecycle stages including quotation management, authorizations, calendars and many more robust features.

With advanced sales management features in Centra CRM, enjoy functionalities like sales analytics, role permissions, sales team hierarchy, individualized dashboards, territory management, mobile access, and offline access.

Centra CRM’s lead and opportunity management feature  enables you to track, capture, analyze and distribute leads. Opportunities can be managed, tracked and you can configure an approval flow for quotation management.

Users can also interact with customizable dashboards and get a complete view of customer service with intelligent reports that provide a detailed visibility of services.

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Key Features

Leads

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

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

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.

Calendar Management

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.