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CentraHub CRM Support

CentraHub CRM Support

Videos

Primary Features

Sales

Marketing

Service

Settings

Accounts

Contacts

Standard Report

Custom Report

Schedule Report

Standard Dashboard

Custom Dashboard

Task

Calendar

Territory Management

Records

Import Data

Record Cloning

Skip and Overwrite

Duplicate and Merge

Notes

Standard List View

Quick Actions

Email Field Related List

Business Card View

Advance Filter

Tags for Records

Leads

Deals

Stage History Tracking

Quotes

Sales Order

Product

Multiple Currencies

Spare Master

Pricebooks

Activities

Reminders

Recurring Task

Campaigns

Email Templates

Mass Email

Autoresponders

Scheduling Mass Emails

Mass Updates

Documents

Requests

Web-to-request

Email-to-request

Worklogs

Parts Replaced

Parts Requested

Billing

Request Schedule

Request Lifecycle Tracking

Service Contract

Asset Master

PPM

Breakdown Maintenance

Warranty Management

Service Master

SLA

Case Escalation Rules

Business Hours

Skills

Technician Master

Customer Survey

Profiles

Roles

Reporting Hierarchy

Teams

Home Page Components

Customize Page Layouts

Application Tab

Organize Tabs

Rename Tabs

Custom Module

Custom Field

Field Level Rules

Audit Trial

Data Grid

Custom Related List

Search Layout

Custom List View

Doc-print Layout

Approval Process

Approval Rules

Assignment Rules

Workflow

Workflow Update Module

Field Updates

Custom Schedule

Email Notification

Notify Owner

Data Backup

IMAP

BCC Dropbox

CentraHub Mobile

Third-party Integration

Report Integration

Portals

Primary Features

Accounts

Contacts

Standard Report

Custom Report

Schedule Report

Standard Dashboard

Custom Dashboard

Task

Calendar

Territory Management

Records

Import Data

Record Cloning

Skip and Overwrite

Duplicate and Merge

Notes

Standard List View

Quick Actions

Email Field Related List

Business Card View

Advance Filter

Tags for Records

Sales

Leads

Deals

Stage History Tracking

Quotes

Sales Order

Product

Multiple Currencies

Spare Master

Pricebooks

Activities

Reminders

Recurring Task

Marketing

Campaigns

Email Templates

Mass Email

Autoresponders

Scheduling Mass Emails

Mass Updates

Documents

Service

Requests

Web-to-request

Email-to-request

Worklogs

Parts Replaced

Parts Requested

Billing

Request Schedule

Request Lifecycle Tracking

Service Contract

Asset Master

PPM

Breakdown Maintenance

Warranty Management

Service Master

SLA

Case Escalation Rules

Business Hours

Skills

Technician Master

Customer Survey

Settings

Profiles

Roles

Reporting Hierarchy

Teams

Home Page Components

Customize Page Layouts

Application Tab

Organize Tabs

Rename Tabs

Custom Module

Custom Field

Field Level Rules

Audit Trial

Data Grid

Custom Related List

Search Layout

Custom List View

Doc-print Layout

Approval Process

Approval Rules

Assignment Rules

Workflow

Workflow Update Module

Field Updates

Custom Schedule

Email Notification

Notify Owner

Data Backup

IMAP

BCC Dropbox

CentraHub Mobile

Third-party Integration

Report Integration

Portals

videos

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CentraHub CRM is a fully customizable integrated sales, marketing, and service suite that automates lead generation and support for growing businesses

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