CenPoint includes a wide range of built-in CRM-style features
CenPoint has a wide variety of features for the sales side including:
- Customer rating system
- Customer stats such as last quote date / amount, how many quotes, number of converted quotes, avg. days to pay, etc.
- Quote tracking
- Quote Status Tracking / filtering
- Confidence levels
- Notes / Alerts
- Expected close dates / filtering
- Lead source tracking
- Audit log on when quote status, conf. level, etc. are changed and by who
- Custom reminders per customer every time you put in a new quote if there's something special you need to do on your quotes for that customer
- Contacts
- Stats such as last quote date / amount, how many quotes, number of converted quotes, etc.
- Birthday / Anniversary tracking and ways to say show me all contacts with a life event in the next ___ (i.e. 2 weeks) so you have an excuse to call them
- Phone system integration so when you get a call it can auto open up that contact and you can quickly jump to the quote, job, invoice, etc. they are calling about.
In addition to CenPoint also has:
- Auto texts to customers