Customer relationship management software is a tool that small business owners user to efficiently run and operate their business. Centrex Software is like no other CRM in the US as it offers more technology and more tools all in one place built and managed by one team. Fully integrated and preparatory electronic signature technology, custom intake form builder, full task manager with task triggers, unlimited email marketing, text message notifications, document builder, custom workflow, and much more.
If you need the ability and technology to process automated or recurring ACH or credit card payments, Centrex Software has an all inclusive software platform for you and your business. You can create recurring daily, weekly, or monthly billing schedules, amortization schedules if you are a lending institution, one-time payment processing, and the ability to change or edit any payment at any time. Centrex Software also has a full accounting tab with built in customizable accounting reports along with a full integration into QuickBook Online.
Email marketing if implemented correctly, can increase your conversion rates upwards of 10% or even higher. With each client that is entered into your Centrex Software CRM account, you will have the ability to send one-off, or a series of drip email marketing campaigns to grab their attention. You can even schedule campaigns to be sent based on a client being in a status for a certain period of time. Both internal and external email triggers also increase brand awareness and assist in automated customer support.
Does your sales organization have multiple retail brands or have an extensive affiliate or ISO network? You will be absolutely impressed with your ability to manage multiple brands with multiple logos and color schemes along with your entire affiliate or ISO network right within the software. Track commissions and build compensation templates, grant either full user access or limited user access to outside affiliates or brokers, assign clients to multiple companies or users, and manage and entire company hierarchy all under one roof.