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Sales Automation Modules

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

360-degree Customer View

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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.

CentraHub CRM 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

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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

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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

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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

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Easily Manage Sales Pipeline

Do not overload your sales reps with manual deal tracking. Upgrade to Centra CRM 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

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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.

Sign up to witness centralized document management, after which you wouldn't want to go back.

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.

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

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 sales CRM, 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 sales CRM 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.

One CRM for all Sales Processes

By using our sales CRM, your team would no longer have to juggle between 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 smart tools such as automated workflows, approvals with escalations, document designer, email & SMS templates, page layouts and report designer.

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