History and information is easy to find. Stored on a secure database hosted in Canada.
Simple to set up and makes measurement easy. Integrated emails and powerful, streamlined templates.
Predict, plan, and increase your productivity. It’s a foundational structure to build your sales system.
Eliminate certain tasks to keep your teams engaged. It’s a simple, reliable and powerful engine that works for you.
Rely on a solid management tool to manage and coach your sales teams. CentrixOne helps you structure, systematize and automate your processes, with visibility and access control.
Create clear processes and structure sales operations to increase the effectiveness of your salespeople. CentrixOne automates many tasks to support your growth.
Get better organized to grow your business by centralizing your contacts and opportunities. CentrixOne provides a simple and intuitive structure to create and track your opportunities without missing a beat.
Track your sales activities at a glance. Update your opportunities by dragging them to the next stage.
View the complete history of your interactions with your leads and customers (calls, emails, meetings, notes, sales), all in one place.
Never miss your follow-ups again. Schedule your activities to be notified about the tasks you need to complete, when you need to complete them.
Capture the information provided by your prospects through your website. Their data is automatically integrated into the CRM’s customer cards.
Evaluate, classify, and filter your leads to know where to best invest your effort. Create lists and send personalized communications.
Start enjoying your weekend earlier. Get your reports and forecasts in real time so that you can take action and communicate on the spot.
Create a secure database with ease, accessible from anywhere at any time.
Edit the table view to create a custom view with the desired fields.
Import your leads from forms and emails, or enter them manually. Enter your products, services, and prices related to each opportunity.
Create reminders to follow up at the right time.
Schedule actions to respond to your leads as soon as they contact you and assign them to a representative on the spot.
Automate your personalized marketing campaigns to deliver the right products to the right customers at the right time.
Text messaging keeps text history in CentrixOne to make sure you don't miss a beat.
Outbound telephony makes it possible to supervise follow-ups and record conversations.
CentrixOne currently operates in 17 different industries, and its mission is to propel the growth of SMEs by helping them to structure and systematize their sales processes.
CentrixOne continuously collaborates with its customers and develops versions tailored specifically to their industries.
CentrixOne was designed to please. It features intuitive color codes and is visually well-designed to delight users.
Capture your leads’ attention as soon as they show interest and text with them wherever they go. Your customers shop and communicate in the same mode: multitask and multichannel. Adapt your communications to catch them on the fly.
CentrixOne is proud of its local talent and Canadian roots. Our goal is to support and fuel the growth of SMBs in French and English.
Get around-the-clock, 24/7 support. What's more: our expert coaching services are tailored to your company's needs and processes.
