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Centrex Software is one of the most forward thinking and revolutionary software firms in the United States. Combined with their team of over 30 years in software experience, and a leader that has a true vision for the future, Centrex Software offers much more for much less.
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Pipeliner has revolutionized CRM with its unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to the no-code automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why it drives the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying. And given our dedication to supporting the professional development of salespeople we have even integrated our online sales magazine Sales POP! into the product to provide unrivaled sales-related content at the point of impact.
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With integrated CRM, projects, billing, help desk, reporting and collaboration, WORKetc is the all-in-one cloud-based software solution to manage your growing business. WORKetc gives users complete control over the data they enter and the data they want to see. Custom fields, projects, and workflow keep the system customizable and adaptable to handle its users’ evolving needs. It grows alongside your company, letting you do what you want and how you want it done. The system goes beyond what the average CRM can do by letting you manage and track all aspects of the entire customer lifecycle. WORKetc is there every step of the way - from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important follow up sale. WORKetc captures everything you do with your contacts, be it correspondence, amendments, or new projects and sales. Through its extensive activity history module, it encapsulates the very meaning of CRM - a running record of the relationships you have with your contacts, from the very first email you sent them to the latest support ticket that they filed. Turn any email into a lead, project, or support ticket using the Gmail add-on and Outlook add-in. Set up two-way syncing between WORKetc and Google or Outlook Contacts. Access all of your Google Drive, Dropbox, or Box files without having to leave the CRM environment. Capture notes and ideas in Evernote and turn them into project updates, tasks, and leads. WORKetc also features integration with Xero Accounting and QuickBooks Online, two of the most extensively used accounting programs today. Automatic sync of invoices to QuickBooks Online and Xero reduces the need for double entry. Access your WORKetc data from your office or out in the field using the iOS and Android apps. Review important notes prior to a client meeting, or record your timesheet for on-site work. Say goodbye to painful integrations and multiple costly web apps and say hello to big-time productivity and efficiency when you grow your business with WORKetc. It’s more than just a CRM.
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