Every feature, from first enquiry to after-sales.
Capture, score and route leads, work the pipeline, follow up, quote, automate the routine and keep sales and service on the same record, on the web and on Android and iPhone.
Lead capture and history
Every enquiry lands in Central360 CRM the moment it arrives, whichever portal, form or page it came from. Each lead keeps a record of every change and every conversation, so whoever picks it up knows the story.
- Leads from lead portals, website forms, ads and social pages
- Every change and interaction kept in the lead's history
- Contacts and companies in one place
- Your existing lists brought in from Excel
Lead distribution
Set the rules once and leads assign themselves: by source, product, area, city, state or pin code, or turn by turn across the team. Rules run in the order you choose.
- Rules by source, product, area, city, state and pin code
- Round-robin assignment across a team
- Several rules with a priority order
- The salesperson is notified when a lead is assigned
Lead scoring and nurturing
Leads are scored automatically, so the team spends its time where a sale is most likely. The leads that aren't ready yet follow a structured engagement process instead of going cold.
- Automatic lead scoring
- A structured nurturing process for leads that aren't ready
- Focus for the team on the most promising enquiries
Pipeline and deals
See every open opportunity by stage and move deals forward as conversations progress, so the whole team knows what's close and what's stuck.
- Opportunities and deals tracked by stage
- Sales activity recorded against each customer
- Documents kept with the deal they belong to
Follow-ups, tasks and reminders
Follow-ups are scheduled and reminded. If one is missed, the reporting manager is alerted. Customers get meeting reminders on WhatsApp and email, and every person on the team has their tasks in one place.
- Scheduled follow-ups with reminders
- Alerts to the reporting manager when a follow-up is missed
- Meeting reminders to customers on WhatsApp and email
- Tasks assigned and tracked for every team member
- A calendar view of calls, meetings and visits
Quotations and sales orders
Create a quotation or a sales order with product photos on a computer or a phone, send it as a PDF on WhatsApp or by email, and keep a full history for every customer. Your own branded templates keep every document looking like your business.
- Quotations and sales orders with product photos, as PDFs
- Shared on WhatsApp and email from mobile or PC
- Your own branded PDF templates
- A complete history of quotations and orders per customer
- Automatic quotation follow-ups and quote-to-sale tracking
Workflow automation
Set your own rules and the CRM acts at every stage: creating tasks, sending WhatsApp, SMS and email messages, greeting customers and reminding them about renewals.
- Custom rules that trigger actions at every stage
- Tasks created automatically as leads move
- Automated WhatsApp, SMS and follow-up emails
- Birthday and anniversary greetings, renewal reminders
Campaigns
Reach your leads and customers in bulk on WhatsApp, SMS and email from one place, schedule campaigns for the right time, and track the emails your team sends.
- Bulk WhatsApp, SMS and email campaigns
- Campaigns scheduled in advance
- Email tracking for your team's emails
Dashboards, reports and targets
Build your own dashboards and reports with the numbers you care about, on the desktop and on the phone. Set goals and targets, and track how the team and each person are doing as it happens.
- A dashboard and report builder
- Personal views and a mobile dashboard
- Goals and targets with team achievement
- Live performance tracking
Service tickets
After the sale, log complaints and service requests as tickets so your support team can work them through, and nothing gets lost between sales and service.
- Complaint and service tickets
- Sales and service for the same customer in one system
Teams, branches and access
Run several branches in one CRM. Decide who sees and changes what, down to individual fields and buttons, and add the custom fields your business needs.
- Multiple branches in one CRM
- Role-based permissions with field-level security
- Control over which actions each role can take
- Custom fields: simple, conditional and look-up
Calls and call tracking
Connect your cloud telephony or IVR, call from the CRM or the Android calling app, and see every call on the customer's record, with the numbers to understand how calling is going.
- Call tracking and call analysis
- A calling app for Android
- Cloud telephony and IVR connections
- Calls logged on the customer's record
Mobile apps
Your field team works from their phones: track visits with selfie check-ins, update the lead after a meeting, record the meeting, send a quotation and message the customer.
- Apps for Android and iPhone
- Visit tracking and selfie attendance
- Meeting notes and meeting audio recording
- One-tap WhatsApp, SMS and email
Add-ons
Add more when you need it.
Optional extras on top of your plan, added whenever your team is ready for them.
- Live location trackingSee where your field team is, as it happens.
- Location-based attendanceCheck-in and check-out with location.
- Auto dialer (Android)Work through a calling list faster.
- More workflow automationsAdd rules beyond your plan's limit.
- More custom fieldsAdd fields beyond your plan's limit.
- More storageExtra space for documents as you grow.
- Higher lead limitRoom for a growing database.
- IP restrictionAllow access only from approved IP addresses.
- APIsConnect leads, calls and quotations to your other systems.
- WhatsApp chatbotAutomated conversations with customers on WhatsApp.
- Approval processApprovals for leads, quotations, sales orders and payments, with notifications in the app or by email.