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  1. CentraHub
  2. CRM
  3. Sales CRM Software
Sales Automation CRM

Sales Automation Modules

Contacts Opportunities Pricebooks Products Deal Management Tasks Sales Tracking Dashboards & Reports Sales Order Telephony Integration

CRM in the Cloud

sales tracking software

360-degree Customer View

sales tracking software

360-degree Customer View

Juggling between various channels to access customer data? Not anymore. CentraHub's sales CRM offer a single platform to unify all your contact data information. Create contacts, and update relevant contact data such as date of entry, tickets raised, follow-ups conducted, phone calls made, active social campaigns, etc.

The sales software automatically logs in any reactions made by your leads, prospects, and customers, making it easier for your sales team members to learn all about their target audience before they make contact.

Allocate Leads and Simplify Lead Management

sales tracking software

Allocate Leads and Simplify Lead Management

Unable to figure out the reason behind leads dropping out? Deploy our sales management software and streamline incoming leads. Organize them into various custom categories to simplify their management. Leads and prospects, if not nurtured precisely, would lose interest in your brand and eventually unsubscribe from your emails and newsletters. Avoid unorganized efforts and start drafting personalized marketing campaigns to nurture your leads. Create customized tags, categories and automatically assign leads to team members to ensure your prospects are taken care of.

Make Calls Using CRM

sales management software

Make Calls Using CRM

Jumping back and forth between your desktop and mobile phones? Avoid tedious work procedures and make calls from inside your CRM. Call your leads, make notes, update lead status while you are on the call and do much more with CentraHub's sales CRM software.

Integrate with your favorite cloud communication platforms to make and receive calls and text messages directly into your CRM.

Schedule Appointments and Tasks

sales management software

Schedule Appointments and Tasks

Sending and receiving emails back and forth to schedule an appointment is a thing of the past. With CentraHub's online appointment scheduling software, you can now schedule appointments and meetings in a single step. Generate an online link to schedule your appointments and share it across your contact database via emails, social media platforms, website, etc.

Assign tasks to team members to help them meet deadlines and set reminders so that you do not leave a customer unattended.

Easily Manage Sales Pipeline

sales management software

Easily Manage Sales Pipeline

Upgrade to CentraHub's sales pipeline CRM software and automate deal tracking with inbuilt sales CRM tools. Create deals with drag-and-drop options and track their progress through a visual sales pipeline.

Nurture deals through the sales lifecycle via emails, phone calls, text messages, etc. from inside the CRM. Update deal status while you converse with your leads and make notes for future reference.

Create Quotation and Sales Order for Products or Services

sales management software

Create Quotation and Sales Order for Products or Services

Creating sales quotations and sales orders is now easier with CentraHub's robust quotation management features. Create quotations, attach price books and product catalogs and send it to selected contacts from inside the sales CRM. Select from our wide range of templates and quickly create quotations and sales orders and convert them into invoices once the client responds in favor of the quotation. CentraHub's robust sales order processing helps you automate the process of sending quotations once the lead qualifies a predefined threshold score or expresses any interest in your products or services. Apply discounts and personalize your sales quotes and send it for approval to successfully convert a sale. Generate invoices, receipts and record important information through delivery notes.

Centralized Document Management

best sales crm

Centralized Document Management

Upload all your sales, marketing, and support related documents on to a single document library offered by CentraHub CRM, and access these files anytime, anywhere from your sales CRM platform. Share documents from inside the CRM whenever necessary across different team members and record every engagement the third person makes with your files.

Overall, centralized document management enhances security, as access can be controlled, and backups and permissions can be easily managed.

Forecast Analysis

best sales crm

Forecast Analysis

CentraHub's sales automation software makes sales forecasting an easy job. Access real-time reports and analytics, which help you forecast sales in less than a minute. Visually run through various deal status and track deal progress to understand and forecast sales accurately.

Use the sales CRM to compare closed deals against existing deals and read through various graphical representations of previous sales reports and forecasted sales reports to come up with a figure. Assign benchmark for your sales team to work towards, with our robust sales forecasting technology.

Receive Real-time Alerts

best sales crm

Receive Real-time Alerts

Sales profession is a busy job in which sales reps often tend to forget various tasks which require follow-up. But not with CentraHub sales CRM's real-time alerts, change the way your sales reps operate by automating real-time alerts, which help them keep track of their business processes Send email, mobile phone, and desktop notifications and alerts and never miss another follow-up.

Accelerate Sales with Data-driven Insights:

best sales crm

Accelerate Sales with Data-driven Insights:

The sales system offers analytical CRM capabilities, providing actionable insights to drive informed decision-making. With advanced reporting and analytics in the sales tracking software, you can track key sales metrics, measure sales performance, and identify areas for improvement. Leverage data to identify your top-performing sales strategies, evaluate customer behavior patterns, and optimize your sales efforts for maximum revenue generation.

CRM in the Cloud

CentraHub’s sales management system is a cloud-based CRM solution that offers you the flexibility and accessibility to manage your sales activities anytime, anywhere. With it, you can access crucial customer information, update sales data, and collaborate with your team seamlessly. Doing away with manual synchronization and data inconsistencies to ensure that everyone from your sales team can access the latest customer data and sales updates, fostering better collaboration and efficiency.

Furthermore, our cloud-based CRM eradicates the requirement for expensive on-site infrastructure and upkeep, leading to reduced costs and increased sales growth.

best sales crm

Allocate Leads and Simplify Lead Management

Unable to figure out the reason behind leads dropping out? Deploy our sales management software and streamline incoming leads. Organize them into various custom categories to simplify their management. Leads and prospects, if not nurtured precisely, would lose interest in your brand and eventually unsubscribe from your emails and newsletters. Avoid unorganized efforts and start drafting personalized marketing campaigns to nurture your leads. Create customized tags, categories and automatically assign leads to team members to ensure your prospects are taken care of.

sales automation software

Schedule Appointments and Tasks

Sending and receiving emails back and forth to schedule an appointment is a thing of the past. With CentraHub's online appointment scheduling software, you can now schedule appointments and meetings in a single step. Generate an online link to schedule your appointments and share it across your contact database via emails, social media platforms, website, etc.

Assign tasks to team members to help them meet deadlines and set reminders so that you do not leave a customer unattended.

sales automation software

Create Quotation and Sales Order for Products or Services

Creating sales quotations and sales orders is now easier with CentraHub's robust quotation management features. Create quotations, attach price books and product catalogs and send it to selected contacts from inside the sales CRM. Select from our wide range of templates and quickly create quotations and sales orders and convert them into invoices once the client responds in favor of the quotation. CentraHub's robust sales order processing helps you automate the process of sending quotations once the lead qualifies a predefined threshold score or expresses any interest in your products or services. Apply discounts and personalize your sales quotes and send it for approval to successfully convert a sale. Generate invoices, receipts and record important information through delivery notes.

sales automation software

Forecast Analysis

CentraHub's sales automation software makes sales forecasting an easy job. Access real-time reports and analytics, which help you forecast sales in less than a minute. Visually run through various deal status and track deal progress to understand and forecast sales accurately.

Use the sales CRM to compare closed deals against existing deals and read through various graphical representations of previous sales reports and forecasted sales reports to come up with a figure. Assign benchmark for your sales team to work towards, with our robust sales forecasting technology.

sales automation software
sales automation software

Benefits of Using CentraHub CRM Sales Automation System

Sustain the Sales Pace

Ensure your sales trajectory is always climbing and sustain the pace of your sales processes. Save time and resources through automation-driven features. By using our CRM software for sales, you would no longer have to work on time-intensive and repetitive tasks. Organize the lead-nurturing process and improve the chances of closure.

The way forward for your Sales Department

Maximize lead conversion ratio and get the most out of your sales data with CentraHub’s cloud based sales management software. Stay on top of all sales activities with real-time reports. Our award-winning solution would help you score more sales-wins while also providing you with tools to store sales data securely and access it with ease.

Seamless Integration and Extensibility

Our custom CRM software integrates seamlessly with essential tools and applications like email marketing, social media platforms, and e-commerce systems. This integration allows you to harness the full power of your sales CRM software by automating repetitive tasks, leveraging customer data across platforms, and optimizing your sales and marketing efforts. Our software is also extensible, enabling you to add new functionalities and integrate with custom applications as your business grows.

One CRM for all Sales Processes

By using our sales CRM software, your team would no longer have to juggle multiple tools to make a sale. This application is equipped with all the necessary functions and works as a single solution for the complete sales lifecycle. It combines the features and functions of various software in a single platform. The CRM is integration-ready with applications across a wide range of categories. It also provides you access to intelligent tools such as automated workflows, approvals with escalations, document designer, email & SMS templates, page layouts, and report designer.

Tailor-made CRM solutions

At CentraHub, we understand that every business is unique, and one size does not fit all. Our sales CRM software is highly customizable to meet your specific requirements. From personalized fields and workflows to custom reports and analytics, our software adapts to your business processes, ensuring you get the most out of your CRM implementation. Our team of experts will work closely with you to understand your needs and provide tailored solutions that align with your business goals.

Flexible Pricing and Packages

We offer flexible SaaS sales CRM pricing plans to make it affordable for businesses of all sizes. Whether you're a small business or a large enterprise, we have numerous pricing packages to choose plans from that align with your specific needs and budget. Additionally, this pay-as-you-go model ensures that you only pay for the features you use, allowing for cost optimization.

Sales CRM Software to Automate Lead & Pipeline Management

Other Features

CRM Solutions
Accounts:

CentraHub CRM’s Accounts feature is essential for managing customer information. Keep track of all client details, including transaction history and communication records. This centralized repository helps businesses understand and serve their customers better, fostering long-term relationships and ensuring customer satisfaction.

CRM Solutions
Contacts:

Efficiently manage your contact database with CentraHub CRM’s Contacts feature. Store and organize detailed information such as names, addresses, and communication preferences. This information is vital for personalized customer interactions, enhancing engagement, and facilitating targeted marketing efforts.

CRM Solutions
Products:

CentraHub CRM’s Products feature allows businesses to manage product information, including specifications, pricing, and availability. By keeping a centralized database, businesses can ensure that sales representatives have the information they need to provide accurate and informed services to customers, ultimately driving sales.

CRM Solutions
Opportunities:

Identify and pursue potential deals with CentraHub CRM’s Opportunities feature. Sales teams can keep track of leads and prospects through various stages of the sales funnel. This feature offers a comprehensive view of sales prospects, helping businesses focus on the most promising leads and allocate resources efficiently.

CRM Solutions
Documents:

The Documents feature in CentraHub CRM enables businesses to store, manage, and share vital documents such as contracts, proposals, and marketing materials. By centralizing document management, the system ensures easy access and enhances collaboration among team members, which is critical for swift and efficient sales processes.

CRM Solutions
Emails:

CentraHub CRM’s Emails feature streamlines email communications by allowing you to send, receive, and track emails directly within the platform. Automate email campaigns, personalize communication, and monitor performance with analytics. This integration helps in maintaining consistency in communication and increases productivity.

CRM Solutions
Estimation/Configure:

With the Estimation/Configure feature, CentraHub CRM empowers businesses to create accurate quotes and configurations for products or services. This feature enhances the speed and accuracy of the quotation process, helping sales teams to respond to customer inquiries quickly and professionally.

CRM Solutions
Price Books:

Manage and customize pricing strategies with the Price Books feature in CentraHub CRM. Create multiple price books based on different criteria such as region, customer type, or volume. This flexibility allows businesses to implement targeted pricing strategies, catering to different market segments effectively.

CRM Solutions
Customer Survey:

Gather valuable customer feedback using CentraHub CRM’s Customer Survey feature. Create and distribute surveys to understand customer satisfaction and preferences. This information is crucial for improving products and services and making informed business decisions.

CRM Solutions
Automations and Work Flows:

CentraHub CRM's Automations and Work Flows feature allows for streamlining repetitive tasks and processes. By automating tasks such as email follow-ups, data entry, and alert notifications, businesses can enhance efficiency, reduce errors, and allow the sales team to focus on high-value activities.

CRM Solutions
Approvals:

Ensure compliance and accuracy with the Approvals feature in CentraHub CRM. Set up approval processes for critical actions such as discounts, contracts, and orders. This system maintains accountability and prevents unauthorized or erroneous actions, safeguarding business interests.

CRM Solutions
Integrations:

CentraHub CRM’s Integrations feature enhances the platform’s capabilities by allowing it to connect with various third-party applications and services. This ensures a seamless flow of data between systems, which is critical for a unified customer view and efficient process management.

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