Centre Smart IT Solutions

Audience – Small Business Owner, IT Manager, Web Manager

CRM Features & Benefits

Sales Force Automation

• Lead Management
• Account & Contact Management
• Opportunity Management
• Sales Quotes

Inventory Management

• Product Catalog
• Price Books
• Vendor Management
• Purchase Orders
• Sales Orders
• Invoices

Customer Support & Service

• Trouble Tickets
• Knowledge Base
• Customer Self Service Portal
• Online Knowledge Base

Calendar & Activity Management

• To Dos, Meetings & Calls
• Recurring Events
• Shared Calendar
• Activity History
• E-mail notifications
• Notes

Marketing Automation

• Campaign Management
• Mass Mailing
• E-mail Templates
• Mail Merge Templates

Reports & Dashboards

• Key Metrics
• Customizable Products
• 20+ Pre-built Reports
• 20 Pre-built Dashboards
• Reports Folders

Product Customizations

• Custom Fields (10 different data objects)
• Pick Lists
• Custom List Views
• Drag & Drop Modules
• Currency Customization

Security Management

• User Management
• Profiles
• Roles
• Groups
• Organization-level Access Control

Email Integrations and Extensions

• Email Client
• Outlook Plug-in
• Office Plug-in
• Thunderbird Extension
• Customer Portal
• RSS Feeds

Send email to enquiries@centresmart.com to schedule demo.

Our Services

-       vTiger CRM Installation

-       vTiger CRM Customization

-       vTiger CRM Maintenance

-       vTiger CRM Support

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