content-management content-management

Pricing

Monthly Annually
(save upto 17%)

*Prices are in USD

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Call Recording

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Conversations inbox

  • eSignature

  • Inventory Management

  • Lists

  • Post Call Automation

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Real-time Notifications - SalesSignals

  • Custom Deal Tracks

  • Lead Scoring

  • Automated Voicemails

  • 2- Way Telephony

  • Invoices

  • Audit Logs

  • Events Scheduler

  • Multiple currencies

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

  • Contact Level Analytics

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • Data Backup

  • Functions & Macros

  • Data Encryption

  • Dedicated Account Rep

  • Data Sharing

  • Onboarding Coach

  • APIs

  • Webhooks

  • Portals

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Call Recording

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Conversations inbox

  • eSignature

  • Inventory Management

  • Lists

  • Post Call Automation

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Real-time Notifications - SalesSignals

  • Custom Deal Tracks

  • Lead Scoring

  • Automated Voicemails

  • 2- Way Telephony

  • Invoices

  • Audit Logs

  • Events Scheduler

  • Multiple currencies

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

  • Contact Level Analytics

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • Data Backup

  • Functions & Macros

  • Data Encryption

  • Dedicated Account Rep

  • Data Sharing

  • Onboarding Coach

  • APIs

  • Webhooks

  • Portals

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Unlimited Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Custom Deal Tracks

  • Post Call Automation

  • Call Recording

  • Automated Voicemails

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Audit Logs

  • eSignature

  • Inventory Management

  • Invoices

  • Lists

  • Multiple currencies

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Territory Management

  • Events Scheduler

  • Conversations inbox

  • Multiple deal pipelines

  • Real-time Notifications - SalesSignals

  • Vendors

  • Call transcription & reporting

  • 2- Way Telephony

  • Lead Scoring

    Marketing

  • Email Campaigns

  • Email templates

  • Contact Level Analytics

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

    Additional

  • 50+ Plugins/Integrations

  • 50 Custom Modules

  • Email & Phone Support

  • Dedicated Account Rep

  • Onboarding Coach

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • APIs

  • Webhooks

  • Data Backup

  • Data Sharing

  • Functions & Macros

  • Portals

  • Data Encryption

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Lead Scoring

  • Unlimited Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Custom Deal Tracks

  • 2- Way Telephony

  • Post Call Automation

  • Call Recording

  • Automated Voicemails

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Audit Logs

  • Conversations inbox

  • eSignature

  • Events Scheduler

  • Inventory Management

  • Invoices

  • Lists

  • Multiple currencies

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Real-time Notifications - SalesSignals

  • Sales automation

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Contact Level Analytics

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Automatic Field Updates

  • SES/Mandril/Sendgrid Integration

  • Connections

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Dedicated Account Rep

  • Onboarding Coach

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • APIs

  • Webhooks

  • Data Backup

  • Data Encryption

  • Data Sharing

  • Functions & Macros

  • Portals

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Call Recording

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Conversations inbox

  • eSignature

  • Inventory Management

  • Lists

  • Post Call Automation

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Real-time Notifications - SalesSignals

  • Custom Deal Tracks

  • Lead Scoring

  • Automated Voicemails

  • 2- Way Telephony

  • Invoices

  • Audit Logs

  • Events Scheduler

  • Multiple currencies

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

  • Contact Level Analytics

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • Data Backup

  • Functions & Macros

  • Data Encryption

  • Dedicated Account Rep

  • Data Sharing

  • Onboarding Coach

  • APIs

  • Webhooks

  • Portals

    Service

  • Requests

  • Web-To-Request

  • Email-To-Request

  • SLA

  • Activities

  • Reports

  • Customer feedback

  • Customer service automation

  • Web, Email & chat to ticket

  • Escalation Rules

  • Reminders

  • Tasks

  • Telephony Integration

  • Ticketing

  • Canned Responses

  • Multiple ticket pipelines

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Call Recording

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Conversations inbox

  • eSignature

  • Inventory Management

  • Lists

  • Post Call Automation

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Real-time Notifications - SalesSignals

  • Custom Deal Tracks

  • Lead Scoring

  • Automated Voicemails

  • 2- Way Telephony

  • Invoices

  • Audit Logs

  • Events Scheduler

  • Multiple currencies

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

  • Contact Level Analytics

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • Data Backup

  • Functions & Macros

  • Data Encryption

  • Dedicated Account Rep

  • Data Sharing

  • Onboarding Coach

  • APIs

  • Webhooks

  • Portals

    Service

  • Help Desk

  • Groups

  • Labels

  • Views

  • Activities

  • Reports

  • Customer feedback

  • Customer service automation

  • Web, Email & chat to ticket

  • Escalation Rules

  • Reminders

  • Tasks

  • Telephony Integration

  • Ticketing

  • Canned Responses

  • Multiple ticket pipelines

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Unlimited Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Custom Deal Tracks

  • Post Call Automation

  • Call Recording

  • Automated Voicemails

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Audit Logs

  • eSignature

  • Inventory Management

  • Invoices

  • Lists

  • Multiple currencies

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Territory Management

  • Events Scheduler

  • Conversations inbox

  • Multiple deal pipelines

  • Real-time Notifications - SalesSignals

  • Vendors

  • Call transcription & reporting

  • 2- Way Telephony

  • Lead Scoring

    Marketing

  • Email Campaigns

  • Email templates

  • Contact Level Analytics

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

    Additional

  • 50+ Plugins/Integrations

  • 50 Custom Modules

  • Email & Phone Support

  • Dedicated Account Rep

  • Onboarding Coach

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • APIs

  • Webhooks

  • Data Backup

  • Data Sharing

  • Functions & Macros

  • Portals

  • Data Encryption

    Service

  • Help Desk

  • Groups

  • Labels

  • Views

  • Activities

  • Reports

  • Web, Email & chat to ticket

  • Customer feedback

  • Customer service automation

  • Escalation Rules

  • Reminders

  • Tasks

  • Telephony Integration

  • Ticketing

  • Knowledge base

  • Multiple ticket pipelines

  • Canned Responses

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Lead Scoring

  • Unlimited Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Custom Deal Tracks

  • 2- Way Telephony

  • Post Call Automation

  • Call Recording

  • Automated Voicemails

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Audit Logs

  • Conversations inbox

  • eSignature

  • Events Scheduler

  • Inventory Management

  • Invoices

  • Lists

  • Multiple currencies

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Real-time Notifications - SalesSignals

  • Sales automation

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Contact Level Analytics

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Automatic Field Updates

  • SES/Mandril/Sendgrid Integration

  • Connections

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Dedicated Account Rep

  • Onboarding Coach

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • APIs

  • Webhooks

  • Data Backup

  • Data Encryption

  • Data Sharing

  • Functions & Macros

  • Portals

    Service

  • Help Desk

  • Groups

  • Labels

  • Canned Responses

  • Views

  • Activities

  • Reports

  • Customer feedback

  • Customer service automation

  • Web, Email & chat to ticket

  • Escalation Rules

  • Knowledge base

  • Multiple ticket pipelines

  • Reminders

  • Tasks

  • Telephony Integration

  • Ticketing

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Call Recording

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Conversations inbox

  • eSignature

  • Inventory Management

  • Lists

  • Post Call Automation

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Real-time Notifications - SalesSignals

  • Custom Deal Tracks

  • Lead Scoring

  • Automated Voicemails

  • 2- Way Telephony

  • Invoices

  • Audit Logs

  • Events Scheduler

  • Multiple currencies

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

  • Contact Level Analytics

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • Data Backup

  • Functions & Macros

  • Data Encryption

  • Dedicated Account Rep

  • Data Sharing

  • Onboarding Coach

  • APIs

  • Webhooks

  • Portals

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Call Recording

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Conversations inbox

  • eSignature

  • Inventory Management

  • Lists

  • Post Call Automation

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Real-time Notifications - SalesSignals

  • Custom Deal Tracks

  • Lead Scoring

  • Automated Voicemails

  • 2- Way Telephony

  • Invoices

  • Audit Logs

  • Events Scheduler

  • Multiple currencies

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

  • Contact Level Analytics

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • Data Backup

  • Functions & Macros

  • Data Encryption

  • Dedicated Account Rep

  • Data Sharing

  • Onboarding Coach

  • APIs

  • Webhooks

  • Portals

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Unlimited Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Custom Deal Tracks

  • Post Call Automation

  • Call Recording

  • Automated Voicemails

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Audit Logs

  • eSignature

  • Inventory Management

  • Invoices

  • Lists

  • Multiple currencies

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Territory Management

  • Events Scheduler

  • Conversations inbox

  • Multiple deal pipelines

  • Real-time Notifications - SalesSignals

  • Vendors

  • Call transcription & reporting

  • 2- Way Telephony

  • Lead Scoring

    Marketing

  • Email Campaigns

  • Email templates

  • Contact Level Analytics

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

    Additional

  • 50+ Plugins/Integrations

  • 50 Custom Modules

  • Email & Phone Support

  • Dedicated Account Rep

  • Onboarding Coach

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • APIs

  • Webhooks

  • Data Backup

  • Data Sharing

  • Functions & Macros

  • Portals

  • Data Encryption

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Lead Scoring

  • Unlimited Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Custom Deal Tracks

  • 2- Way Telephony

  • Post Call Automation

  • Call Recording

  • Automated Voicemails

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Audit Logs

  • Conversations inbox

  • eSignature

  • Events Scheduler

  • Inventory Management

  • Invoices

  • Lists

  • Multiple currencies

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Real-time Notifications - SalesSignals

  • Sales automation

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Contact Level Analytics

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Automatic Field Updates

  • SES/Mandril/Sendgrid Integration

  • Connections

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Dedicated Account Rep

  • Onboarding Coach

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • APIs

  • Webhooks

  • Data Backup

  • Data Encryption

  • Data Sharing

  • Functions & Macros

  • Portals

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Call Recording

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Conversations inbox

  • eSignature

  • Inventory Management

  • Lists

  • Post Call Automation

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Real-time Notifications - SalesSignals

  • Custom Deal Tracks

  • Lead Scoring

  • Automated Voicemails

  • 2- Way Telephony

  • Invoices

  • Audit Logs

  • Events Scheduler

  • Multiple currencies

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

  • Contact Level Analytics

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • Data Backup

  • Functions & Macros

  • Data Encryption

  • Dedicated Account Rep

  • Data Sharing

  • Onboarding Coach

  • APIs

  • Webhooks

  • Portals

    Service

  • Requests

  • Web-To-Request

  • Email-To-Request

  • SLA

  • Activities

  • Reports

  • Customer feedback

  • Customer service automation

  • Web, Email & chat to ticket

  • Escalation Rules

  • Reminders

  • Tasks

  • Telephony Integration

  • Ticketing

  • Canned Responses

  • Multiple ticket pipelines

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Call Recording

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Conversations inbox

  • eSignature

  • Inventory Management

  • Lists

  • Post Call Automation

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Real-time Notifications - SalesSignals

  • Custom Deal Tracks

  • Lead Scoring

  • Automated Voicemails

  • 2- Way Telephony

  • Invoices

  • Audit Logs

  • Events Scheduler

  • Multiple currencies

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

  • Contact Level Analytics

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • Data Backup

  • Functions & Macros

  • Data Encryption

  • Dedicated Account Rep

  • Data Sharing

  • Onboarding Coach

  • APIs

  • Webhooks

  • Portals

    Service

  • Help Desk

  • Groups

  • Labels

  • Views

  • Activities

  • Reports

  • Customer feedback

  • Customer service automation

  • Web, Email & chat to ticket

  • Escalation Rules

  • Reminders

  • Tasks

  • Telephony Integration

  • Ticketing

  • Canned Responses

  • Multiple ticket pipelines

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Unlimited Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Custom Deal Tracks

  • Post Call Automation

  • Call Recording

  • Automated Voicemails

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Audit Logs

  • eSignature

  • Inventory Management

  • Invoices

  • Lists

  • Multiple currencies

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Sales automation

  • Territory Management

  • Events Scheduler

  • Conversations inbox

  • Multiple deal pipelines

  • Real-time Notifications - SalesSignals

  • Vendors

  • Call transcription & reporting

  • 2- Way Telephony

  • Lead Scoring

    Marketing

  • Email Campaigns

  • Email templates

  • Contact Level Analytics

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Field Updates

  • SES/Mandril/Sendgrid Integration

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

  • Connections

    Additional

  • 50+ Plugins/Integrations

  • 50 Custom Modules

  • Email & Phone Support

  • Dedicated Account Rep

  • Onboarding Coach

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • APIs

  • Webhooks

  • Data Backup

  • Data Sharing

  • Functions & Macros

  • Portals

  • Data Encryption

    Service

  • Help Desk

  • Groups

  • Labels

  • Views

  • Activities

  • Reports

  • Web, Email & chat to ticket

  • Customer feedback

  • Customer service automation

  • Escalation Rules

  • Reminders

  • Tasks

  • Telephony Integration

  • Ticketing

  • Knowledge base

  • Multiple ticket pipelines

  • Canned Responses

    Sales

  • Contact management

  • Unlimited Contacts & Companies

  • Custom Data Fields

  • Lead Scoring

  • Unlimited Activities - Tasks, Events, Calls

  • Appointment Scheduling

  • Goals Tracking

  • Email Tracking

  • Deals

  • Custom Deal Tracks

  • 2- Way Telephony

  • Post Call Automation

  • Call Recording

  • Automated Voicemails

  • Campaigns

  • Assignment Rules

  • Email Integration

  • Call transcription & reporting

  • Audit Logs

  • Conversations inbox

  • eSignature

  • Events Scheduler

  • Inventory Management

  • Invoices

  • Lists

  • Multiple currencies

  • Multiple deal pipelines

  • Price Books

  • Order Management

  • Products

  • Quotes

  • Real-time Notifications - SalesSignals

  • Sales automation

  • Territory Management

  • Vendors

    Marketing

  • Email Campaigns

  • Email templates

  • Contact Level Analytics

  • Workflows

  • Web forms

  • Visitor Tracking

  • 5,000 Emails (Branded)

  • Web-to-Lead

  • Marketing Automation

  • Automatic Field Updates

  • SES/Mandril/Sendgrid Integration

  • Connections

  • Auto Responders

  • Custom Reports

  • Custom Modules and Buttons

  • Documents

  • Customize Page & Search Layout

  • Social Media Lead generation(Facebook & LinkedIn)

  • Bulk/Mass Email

  • Mobile CRM

  • Quick Actions

  • Recurring Activities

  • Reports and Dashboards

  • Smart notifications

  • Surveys

  • Tags and Groups

    Additional

  • 50+ Plugins/Integrations

  • Email & Phone Support

  • Dedicated Account Rep

  • Onboarding Coach

  • Google/Shopify/Strike Sync

  • Chrome Extension

  • Basic, Email and Team Reports

  • Access Controls(ACLs)

  • APIs

  • Webhooks

  • Data Backup

  • Data Encryption

  • Data Sharing

  • Functions & Macros

  • Portals

    Service

  • Help Desk

  • Groups

  • Labels

  • Canned Responses

  • Views

  • Activities

  • Reports

  • Customer feedback

  • Customer service automation

  • Web, Email & chat to ticket

  • Escalation Rules

  • Knowledge base

  • Multiple ticket pipelines

  • Reminders

  • Tasks

  • Telephony Integration

  • Ticketing

FAQs

All FAQs

Centra Hub CRM contact management software stores the complete contact information. The tool involves both marketing and sales using the same contact database. You have a 360-degree view of contact such as communication history, contact information, social media profiles, likes and dislikes of your target contacts.

CRM software automates tasks, which saves countless hours. It allows more time for selling. For example, email marketing in which you want to send out an email follow-up. With the right CRM, you don’t have to remember, which leads you to want to target.

Yes, we can integrate our CRM with third-party applications. It helps to maximize your productivity by allowing all your business applications to interact with each other.
Centra Hub CRM integrates with Zapier, ERP tools, G-suite, RingCentral, and more.

You can import contacts into CRM through. CSV file or excel sheet which contains contact information and have to map the columns to contact fields on your CRM.

Following are the ways to keep the data safe in CRM

  • Define access levels within your organization
  • Set up the necessary access to all the records for everyone in the system
  • Impose restrictions on access to specific records, functionality, and workflows depending on the roles and hierarchy

We have a variety of information – from educational information on how a CRM can change your life to how to get started with Centra Hub CRM. We are always adding new resources and content so bookmark this page and stay tuned.

Centra Hub CRM lead management tool enables you to keep count of leads and prioritizes the leads using lead scoring. You can connect from thousands of leads from numerous sources easy and effortless.

Centra Hub CRM has a feature called Assignment Rule, using which tickets could be assigned within the team based on load value.

Centra Hub CRM pricing strategy is designed in such a way that it suits the needs of small and medium-sized organizations. We have full pricing details here Centra Hub CRM pricing. Our CRM provides benefits of unlimited contacts, 5000 free email credits, and 50 plus integrations.

Integrating CRM with a payment gateway is an easy process. You can integrate to multiple gateways such as Telr, PayPal, Stripe, Paytm, and more. Even you can manage credits and web payments in Centra Hub CRM for order management.

CRM software helps businesses run and track marketing campaigns, including marketing communication creation and delivery automation. It can even allow you to create forms for lead capture and track performance.

Customer Data

Centra Hub CRM contact management software stores the complete contact information. The tool involves both marketing and sales using the same contact database. You have a 360-degree view of contact such as communication history, contact information, social media profiles, likes and dislikes of your target contacts.

You can import contacts into CRM through. CSV file or excel sheet which contains contact information and have to map the columns to contact fields on your CRM.

Following are the ways to keep the data safe in CRM

  • Define access levels within your organization
  • Set up the necessary access to all the records for everyone in the system
  • Impose restrictions on access to specific records, functionality, and workflows depending on the roles and hierarchy

Third Party Integrations

Yes, we can integrate our CRM with third-party applications. It helps to maximize your productivity by allowing all your business applications to interact with each other.
Centra Hub CRM integrates with Zapier, ERP tools, G-suite, RingCentral, and more.

Integrating CRM with a payment gateway is an easy process. You can integrate to multiple gateways such as Telr, PayPal, Stripe, Paytm, and more. Even you can manage credits and web payments in Centra Hub CRM for order management.

Payment Gateway

Centra Hub CRM has a feature called Assignment Rule, using which tickets could be assigned within the team based on load value.

Integrating CRM with a payment gateway is an easy process. You can integrate to multiple gateways such as Telr, PayPal, Stripe, Paytm, and more. Even you can manage credits and web payments in Centra Hub CRM for order management.

Emails

We have a variety of information – from educational information on how a CRM can change your life to how to get started with Centra Hub CRM. We are always adding new resources and content so bookmark this page and stay tuned.

CRM software helps businesses run and track marketing campaigns, including marketing communication creation and delivery automation. It can even allow you to create forms for lead capture and track performance.

CRM Software that's easy to implement and use

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