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Description

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

Description

Leverage real-time engagement to boost your revenue. The timing for your sales team has reached a critical point. Implement automated workflows or trigger instant actions in less than a minute. This optimization allows your team to invest less time on tedious manual tasks and more on nurturing genuine prospects. Empower your sales and marketing teams to craft exceptional experiences for your leads, potentially enhancing engagement by up to 50%. We facilitate seamless searching and management of your leads, enabling you to not only review your current leads but also discover new ones within our extensive lead database. Are you in search of an outstanding outreach automation solution? Cliently transcends traditional email by offering both digital and physical engagement alternatives. Tailor your playbooks to align with your unique processes, incorporating task alerts, call reminders, LinkedIn engagement prompts, and additional features. Stay on top of every essential action needed to secure the deal. Once your contacts are integrated into a workflow, all communications will be accessible within the Cliently lead card, simplifying the process of managing your outreach efforts from a single platform. This comprehensive approach ensures that your sales strategy remains efficient and effective at every stage.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Mailchimp Yes 
Zapier Yes 
Box Yes 
Dropbox Yes 
Gmail No 
Google Docs Yes 
Google Drive Yes 
Google Workspace Yes 
HubSpot Customer Platform No 
PayPal Yes 
Pipedrive No 
QuickBooks Online Advanced Yes 
Salesforce No 
SendGrid Yes 
Shopify Yes 
Skype Yes 
Stackreaction No 
Twilio Yes 
Xero Yes 

Integrations

Mailchimp Yes 
Zapier Yes 
Box No 
Dropbox No 
Gmail Yes 
Google Docs No 
Google Drive No 
Google Workspace No 
HubSpot Customer Platform Yes 
PayPal No 
Pipedrive Yes 
QuickBooks Online Advanced No 
Salesforce Yes 
SendGrid No 
Shopify No 
Skype No 
Stackreaction Yes 
Twilio No 
Xero No 

Pricing Details

$10 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$39 per user per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CentraHub

Founded

2016

Country

United States

Website

www.centrahubcrm.com

Vendor Details

Company Name

Cliently

Founded

2015

Country

United States

Website

www.cliently.com

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Dealership Management

Accounting No 
Auto Dealerships No 
Collections Management No 
Contact Database No 
Customer Database No 
Document Management No 
Equipment Dealerships No 
F&I Management No 
Financing Management No 
Form Printing No 
Lease Management No 
Marine Dealerships No 
Online Inventory No 
Parts Management No 
Powersports Dealerships No 
RV Dealerships No 
Service Department No 
Trailer Dealerships No 
Used Car Dealerships No 
Website Integration No 

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records No 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management Yes 
Training Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Product Features

Buyer Intent

B2B Lead Generation Yes 
CRM Integration Yes 
Channel Attribution No 
Competitor Analysis No 
Content Marketing No 
Customer Journey Mapping No 
Customer Profiles No 
Intent Data No 
Lead Notifications No 
Lead Scoring No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search Yes 
Task Management No 
Templates Yes 
Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export Yes 
Data Mining No 
Data Verification Yes 
Email Integration Yes 
Lead Scoring No 
List Building Yes 
Performance Management Yes 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting No 

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