Guided tours
Each CentrixOne module now features an interactive guided tour to explain the basic concepts related to that module.
These guided tours are available when you first click on each module.
Combined search for representatives
In the Tasks module, it is now possible to search for a task involving a specific representative, regardless of whether they are assigned to or have created the task.
This new filter is also available in the Opportunities module to search for an opportunity involving a specific sales representative, regardless of whether they are sales representative 1 or 2.
Custom field search
In the Contacts, Accounts and Opportunities modules, it's now possible to instantly perform a search within custom fields without having to create a custom filter.
By default, the search is performed within the basic contact and/or account or opportunity fields.
To specify a search zone, simply click on the dotted lines to the right of the magnifying glass to access the search menu and tick the appropriate boxes.
Loading the opportunity editor
Partial or total selection of contacts/accounts
In the Contacts and Accounts modules, 4 quick actions are now available before accessing a customer card.
You can now select or deselect contacts/accounts on the active page or on all pages at once.
Rounded corners
In the email editor, it is now possible to make the corners of images more round to achieve a refined design.
You can perform this evenly on all corners or only on some corners.
Continuous improvement
The continuous improvement of CentrixOne CRM is the result of an incredible collaboration between our customers and our team, where proactivity, communication and innovation are the keys to our success.
More interesting content for you
Guide
Create a custom field
Tailor CentrixOne CRM to your needs. Create your own profiling fields to group together information relevant to your company.
Guide
Customize your emails
Add a variety of variables (such as automatic first-name input) to add a personal touch to your messages!
Training
Private coaching
Progress with your CRM step by step, guided by one of our experts. Get customized help to import your data, configure your account, set up your processes and train your team.
CentrixOne Academy
We grow with you
Get around-the-clock, 24/7 support. What's more: our expert coaching services are tailored to your company's needs and processes.
- Frequently asked questions (FAQs)
- Video tutorials
- Webinars
CentrixOne makes a name for itself!
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