Contact & Deal Management

Manage your contacts and your opportunities with ease and efficiency

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Contact Management

Custom workflow with stages and statuses
Custom list building with filters and sharing options
Quick actions on list view: Email, Docs, Edit, Notes, Calls
Quick filters to find certain contacts in database fast
Auto email and SMS notifications and triggers for system events
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Contact Management

Deal Management

Custom deal statuses that match contact statuses
Pipeline creation that can be adjusted at any time
Deal permission management for reps and underwriters
Multiple deal management per contact
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Manage Your Contacts and Deals Like Never Before

Giver the power of the Centrex Software contact and deal management platform to your team

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