CentraHub CRM Features
What are the features of CentraHub CRM?
Platform
- Workflow Capability
Sales Force Automation
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Quote & Order Management
Marketing Automation
- Lead Management
Customer Support
- Customer Support Portal
- Support Analytics
Integration
- Integration APIs
Mobile & Social
- Social Network Integration
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
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Technology Glossary Features
View definitions of the features and discover new technology terms.
CentraHub CRM Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 16 reviewers of CentraHub CRM have provided feedback on this feature. | 97% (Based on 16 reviews) | |
Workflow Capability | Based on 17 CentraHub CRM reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 92% (Based on 17 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 16 CentraHub CRM reviews. | 96% (Based on 16 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. 16 reviewers of CentraHub CRM have provided feedback on this feature. | 86% (Based on 16 reviews) | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Document & Content Mgmt. | As reported in 15 CentraHub CRM reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 89% (Based on 15 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 16 reviewers of CentraHub CRM have provided feedback on this feature. | 92% (Based on 16 reviews) | |
Output Document Generation | As reported in 12 CentraHub CRM reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 89% (Based on 12 reviews) |
Sales Force Automation
Contact & Account Management | As reported in 18 CentraHub CRM reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 93% (Based on 18 reviews) | |
Partner Relationship Mgmt. (PRM) | As reported in 17 CentraHub CRM reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 82% (Based on 17 reviews) | |
Opportunity & Pipeline Mgmt. | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 18 CentraHub CRM reviews. | 92% (Based on 18 reviews) | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 18 CentraHub CRM reviews. | 97% (Based on 18 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 17 CentraHub CRM reviews. | 88% (Based on 17 reviews) | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 16 reviewers of CentraHub CRM have provided feedback on this feature. | 83% (Based on 16 reviews) | |
Product & Price List Management | Based on 16 CentraHub CRM reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 94% (Based on 16 reviews) | |
Quote & Order Management | As reported in 18 CentraHub CRM reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 94% (Based on 18 reviews) | |
Customer Contract Management | Based on 17 CentraHub CRM reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 97% (Based on 17 reviews) |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 15 CentraHub CRM reviews. | 93% (Based on 15 reviews) | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. 17 reviewers of CentraHub CRM have provided feedback on this feature. | 90% (Based on 17 reviews) | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. This feature was mentioned in 17 CentraHub CRM reviews. | 95% (Based on 17 reviews) | |
Marketing ROI Analytics | As reported in 15 CentraHub CRM reviews. Enables analysis of effectiveness of an organizations various marketing activities | 91% (Based on 15 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. 17 reviewers of CentraHub CRM have provided feedback on this feature. | 93% (Based on 17 reviews) |
Customer Support Portal | Based on 18 CentraHub CRM reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 89% (Based on 18 reviews) | |
Knowledge Base | Based on 17 CentraHub CRM reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 91% (Based on 17 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 16 reviewers of CentraHub CRM have provided feedback on this feature. | 90% (Based on 16 reviews) | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 18 reviewers of CentraHub CRM have provided feedback on this feature. | 91% (Based on 18 reviews) |
Integration
Data Import & Export Tools | As reported in 16 CentraHub CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 94% (Based on 16 reviews) | |
Integration APIs | Based on 17 CentraHub CRM reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 85% (Based on 17 reviews) | |
Breadth of Partner Applications | Based on 16 CentraHub CRM reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 93% (Based on 16 reviews) |
Mobile & Social
Social Collaboration Features | As reported in 16 CentraHub CRM reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 88% (Based on 16 reviews) | |
Social Network Integration | As reported in 17 CentraHub CRM reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 83% (Based on 17 reviews) | |
Mobile User Support | As reported in 16 CentraHub CRM reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 84% (Based on 16 reviews) |
Reporting & Analytics
Reporting | As reported in 18 CentraHub CRM reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 92% (Based on 18 reviews) | |
Dashboards | Based on 18 CentraHub CRM reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 97% (Based on 18 reviews) | |
Forecasting | As reported in 18 CentraHub CRM reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 94% (Based on 18 reviews) |
Analytics
Open Rates | Records the rate at which emails are opened. | Not enough data | |
Link Activity | Records the rate at which links in emails are followed. | Not enough data | |
Attachment Activity | Records the rate at which email attachments are opened or downloaded. | Not enough data |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | Not enough data | |
Email Scheduling | Allows administrators to schedule out emails in advance. | Not enough data | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. | Not enough data | |
Email Categorization | Allows for the categorization of emails. | Not enough data | |
Templates | Allows for the creation of templates for frequently-sent emails. | Not enough data |
Integrated Workflows
Task Management | Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | Not enough data | |
Email Tracking/Automation | Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | Not enough data | |
Calls and Voice | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | Not enough data | |
Other Outreach Options | Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | Not enough data | |
CRM Integration | Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | Not enough data | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. | Not enough data | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | Not enough data |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | Not enough data | |
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | Not enough data | |
Workflow Performance | Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | Not enough data | |
Sales Coaching and Insights | Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | Not enough data | |
Gamification | Provides gamifaction features to rank sales reps on performance | Not enough data |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | Not enough data | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | Not enough data | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | Not enough data | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. | Not enough data |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates | Not enough data | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers | Not enough data | |
Multi-page Forms | Allows users to create forms with more than one page | Not enough data | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) | Not enough data |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch | Not enough data | |
Offline Capability | Can used without an internet connection | Not enough data | |
Notifications | Sends notifications when a completed form is recieved | Not enough data | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms | Not enough data | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device | Not enough data |
