Centrium CRM

Centrium CRM is a cloud-based CRM software offered by Innodia Ltd. It is designed to assist small and medium-sized teams in staying organized and managing their business activities. According to the vendor, Centrium CRM allows users to store and share information about their contacts, manage tasks and projects, track deals, and streamline their sales process.

Key Features

Contacts: According to the vendor, Centrium CRM provides a centralized location to store and share all contacts, including people and organizations. Users can share contacts with team members to ensure access to the same contact data. Each contact has a dedicated page displaying important information, communication history, deals, tasks, and projects.

Notes: According to the vendor, Centrium CRM allows users to save communication history by posting notes, messages, files, and photos. These notes can be shared with team members for collaborative problem-solving. Users can attach notes to specific contacts, deals, tasks, and projects.

Tasks: Centrium CRM enables users to assign and close tasks with team members to ensure nothing is overlooked. According to the vendor, users can view pending and assigned tasks in shared calendars. Tasks are related to specific contacts, deals, and projects, making it easy to track progress.

Deals: According to the vendor, Centrium CRM enables users to add and manage deals to track the entire sales process from initial contact to payment. Users can attach tasks and contacts to deals for comprehensive tracking. The vendor claims that analyzing won and lost deals can help identify patterns and improve sales strategies.

Projects: Centrium CRM allows users to combine multiple tasks into milestones and projects. According to the vendor, users can assign tasks to different team members to streamline project management. The software also facilitates sharing files, documents, and resources with the entire project team.

Reports: According to the vendor, Centrium CRM enables users to generate reports to gain insights into sales performance and team productivity. Users can analyze data on deals, tasks, and projects to identify trends and make informed decisions. The vendor claims that reports can be customized to focus on specific metrics and key performance indicators.

Integrate with MailChimp: Centrium CRM offers integration with MailChimp, allowing users to send targeted email campaigns to Centrium contacts. According to the vendor, users can export Centrium contacts to MailChimp lists for multiple campaigns. The integration also facilitates syncing contact lists between Centrium and MailChimp to keep them up to date.

Integrate with Google Apps for Work: Centrium CRM can be installed from the Google Apps Marketplace, according to the vendor, enhancing the work experience for users. Users can log in to Centrium directly from Gmail without entering credentials. The vendor also states that domain administrators can easily manage and add domain users to Centrium.