Centerbase is a solution that provides marketing automation, sales automation and customer support solutions. It facilitates communication with customers via emails and phone calls, and links them with their LinkedIn profiles to keep the information updated. It tracks key metrics (such as prospect details and call duration) and helps in sorting activities and leads that are most relevant for the business.
The system also allows for the modification of various items (e.g., contacts, companies, assets, sales opportunities etc.) to suit different business needs. Workflow rules can be established for routine sales tasks and alerts can be be set up based on certain actions taken.
Centerbase stores all documents centrally and manages multiple versions of each to keep a record of changes. With a built-in dashboard, users can create custom charts to analyze sales cycles and print reports based on templates stored on server.
Centerbase can also be easily integrated with Microsoft Office, and is available for Web-based or on-premise deployment.