Centraly CRM offers a robust ticketing system with features like automatic responses when tickets are opened or updated. Includes private staff notes, ticket assignments, attachments, predefined replies, and more. Import tickets easily via email forwarding or IMAP, and enable clients to create and track tickets through the client portal.

Enhance your customer relationships with Centraly CRM. Achieve optimal organization and security with the ability to create multiple client files and set precise permissions effortlessly and reliably. With a clear distinction between client space and administration, your clients can access their own portal to view financial data and track their projects seamlessly. Embark on your journey towards innovative and secure management with Centraly CRM.

Simplify expense management with the recurring expenses feature in Centraly CRM! Set up and renew expenses automatically at specified intervals, whether days, weeks, months, or even years, ensuring consistent and efficient financial tracking for your business.

Make your sales process more effective with the proposal feature in Centraly CRM! Receive instant notifications when quotations are accepted or rejected, and automatically send thank-you messages via email and WhatsApp to clients who accept the offers, enhancing customer experience and maintaining strong connections.

Streamline project management with our system! Track each employee’s time on assigned tasks, quickly log project expenses and invoices for billing clients, and use professional Gantt charts for comprehensive project oversight. Moreover, clients can easily follow their projects through their interface.

Unleash the power of lead management with Centraly CRM! Easily track leads, import them from multiple sources like emails and web forms, add centralized notes and comments, and create tailored proposals. Organize leads effectively with drag-and-drop functionality to move through stages smoothly, providing an innovative and efficient lead management experience.

Connect your website with Centraly CRM. Create unlimited web forms to capture lead information directly. Easily import leads into the CRM and enable clients to request quotations effortlessly from your website.

Simplify contract management with Centraly CRM. Easily add new contracts, pre-select terms, and set start and end dates. Get an overview of all your company’s contracts in one place. Create PDF contracts and send them to clients directly from the CRM, with automatic reminders for overdue contracts

Assign employees to specific departments effortlessly with Centraly CRM. Automatically import tickets based on departmental email addresses for simplified ticket management.