Account Management Software
Experience effective account management to multiply productivity
Experience effective account management to multiply productivity
Employees from various hierarchies deal with different departments within the same company. CentraHub CRM is an online account management software that helps you create multiple accounts within a single company and allows you to connect these accounts to the parent account to ease your business operations. View all the accounts created under a single organization and operate them efficiently.
Create accounts combing lead data as per your requirements. Identify the lead source immediately once you open your account and segregate the data according to their sources for creating more optimized campaigns. Obtain the best marketing tactics to target your audience and send the right message to the right person.
The account management module in CentraHub CRM software helps you communicate better by letting you upload the appropriate documents in just a click. Instantly upload and send documents from the cloud database via your desktop or mobile phone to close deals quicker.
CentraHub CRM's sales account management system aids you with all information related to your clients while dealing with them and making them understand the ongoing deals. This helps you make upselling and cross-selling easier and quicker with existing clients.
CentraHub CRM's robust reporting capabilities help you identify high revenue-generating accounts for you to prioritize your service. Use color codes to highlight the accounts that require immediate attention. Customizable dashboards provide you with a 360-degree view of an account, helping you strategize and close deals faster.
Keep your finger on the pulse of your customers' activities with real-time information monitoring feature in our CRM software. Get notified immediately and address the needs in no time. Receive desktop, mobile phone, and email notifications when customers raise queries and solve them on-the-go. Delight your customers by offering them superior experience with the least response time.
The account management module in CentraHub CRM system unifies all customer information on a single platform. It allows you to view individual client details, such as ongoing projects, deals accepted, history of the accounts, etc.
Use our CRM software to track project progress by viewing their status and motivating your sales team to close deals faster. Proactively send status updates to the clients from within the CRM to promote a coordinated project management environment. Modify your customer interactions to personalize your communications according to the available account information.
You could store all your marketing data on CentraHub CRM to simplify account management. With customizable templates to store specific types of data, you could build a comprehensive database on our platform to help you streamline your operations and align strategy with your goals. The account management software for medium business would also provide you with quick reports to gauge customer satisfaction. With these tools, you could identify which accounts need more attention and attend to them.
Take total control over the account management processes and build lasting relationships with your customers. Segment accounts under various categories to better gauge their value and ROI. Handle customer communication from a single application and manage escalations. Locate opportunities for upselling and cross selling to generate more revenue from existing accounts.
CentraHub CRM’s account management software could be integrated with third-party applications across all major categories that include ERP, financials, telephony, social media, online shopping and payment gateways. Through its smooth integration, the CRM would allow you to leverage their data in real time directly from within the software.
Grow their businesses with us.
The Centra CRM software has given us a centralized view on your business and control everything we do.
It is not a difficult system to learn. The quality of training that was provided for staff at head office was good and they now enjoying on the system.
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