The Next Phase of CRM

Support Customers, Deal with Claims, Turn Leads into Clients

Features & Functions

Extensive Customer Data

Extensive Customer Data


Centroliz allows you to store extensive data about each client, lead or contact. Each customer can consist of multiple contacts, each with their own specific details (For example a company with several contact points). Storing data such as preferences, situations, history, concerns and more enables highly beneficial customer interaction.

Recommend products that you know customers will be interested in and suggest solutions that are most likely to work. You can also set the specific channels, sources and sales partners through which the customer was acquired.

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Advanced Geo-Localisation

Advanced Geo-Localisation


By simply entering the customer’s address, Centroliz calculates their exact coordinates. This allows you to assign specific service representatives or partners to them based on their location. For example, if you have locations in London and Manchester, Centroliz can automatically assign the customer to the corresponding representative.

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Revolutionary Customer Grouping

Revolutionary Customer Grouping


It’s often useful to segment your customers into different groups based on various factors. Centroliz allows you create groups based on the criteria you require such as VIP levels, customer loyalty, age, location or product preference.

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Automatic Customer Treatment with Groups

Automatic Customer Treatment with Groups


After your customers are assigned to different groups you can set the protocol for how they should be treated when calculating various factors such as tax, price, shipping and more. For example, your customers assigned to the “VIP” group could receive free shipping, while customers grouped as “Under 18” are restricted from viewing or purchasing certain products and customers in a different location benefit from a different tax rate.

Customers can be placed in multiple groups simultaneously such as “VIP GOLD” customers in “Greater London”, allowing for extremely specific, automatic treatment of your entire customer base.

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Advanced Customer Filtering

Advanced Customer Filtering


Centroliz allows you to filter down your customers to search for specific customers or create custom groups. Search by a large number of attributes including name, location, channel, source, tags, email, website, salesperson, address and more.

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Fully Tracked eCommerce Customers

Fully Tracked eCommerce Customers


No matter where your customers come from, Centroliz makes sure they’re tracked and accounted for. Centroliz uses data from across your operation to create detailed customer profiles allowing incredible insights to be gained.

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No Duplicate Contacts

No Duplicate Contacts


Centroliz has a built-in mechanism to ensure a clean list of contacts without multiple entries for the same individual or business. Contacts that have been added erroneously can be easily merged or removed from your database.

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Manage Leads With Ease

Manage Leads With Ease


Centroliz lets you track, manage and win new leads and opportunities as they arise. It’s easy to create and manage new leads with a wide array of attributes that may be assigned to new prospects including allocated sales persons and teams, the priority for contact, their full details and information related to their acquisition such as marketing channels or campaigns.

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Track Your Opportunities Intelligently

Track Your Opportunities Intelligently


Advanced opportunities tracking enables easy assessment of the current status of leads and customers who are candidates for new services or products. Move your leads through different stages as you qualify them, proposition them and negotiate with them.

Centroliz’s visual opportunities graph allows you a comprehensive overview of the current status of everyone in your pipeline. To reveal more details about a prospect, simply click on their box to see their exact situation. Your specific lead process is fully customisable ensuring the lead progress chart fits your exact requirements.

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Full Traceability From Lead to Sale

Full Traceability From Lead to Sale


Centroliz allows every part of your business to communicate. When a lead has been successfully closed you can instantly provide a quote for them and move them into the sales pipeline for your business. This allows advanced tracking from new leads through to finalised sales.

Managing your sales and CRM from the same platform is the most efficient way to manage your business. Centroliz makes it real.

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Expert Support & Aftercare

Expert Support & Aftercare


Give your customers what they deserve. Centroliz allows you to give the best support to your customers by tracking issues and resolutions. Log everything necessary including product and order information. Track the status of the support query by sorting issues into their respective stages based on your support process.

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Resolve Claims Effortlessly

Resolve Claims Effortlessly


Sometimes things don’t go according to plan. Centroliz lets you manage claims for faulty or incorrect products swiftly and easily.

A “Claim Code” is generated with every sales invoice and receipt issued to the customer. If a claim needs to be made your support staff simply log the specific issue alongside the Claim Code. When the item is returned to your warehouse or shop the Claim Code on the attached receipt or invoice lets you bring up all the necessary information related to the returned product including customer, price, date, sales person and more.

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Track Warranties & Guarantees

Track Warranties & Guarantees


Different products have different warranties. Centroliz understands this, allowing you to keep track of warranties on products sold to specific customers. As soon as a claim or return is requested your staff can quickly and easily check the warranty status of the product in question.

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Advanced Customer Reporting with Accounting Integration

Advanced Customer Reporting with Accounting Integration


Because Centroliz manages your entire business it can pull important customer related data from every aspect of your operation. This allows you to gain important insights about your customers and their behaviours.

With this information you can target customers better while also understanding where the major contributions to your sales and revenue come from.

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Lead & Opportunity Analysis

Lead & Opportunity Analysis


Unlock a comprehensive overview of your leads and opportunities with a huge array of filters and grouping options at your fingertips. See which leads have performed the best, which salesperson has brought the most business, where the long term revenue has been generated, which locations should be focused on in the future and much more.

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Custom CRM Reporting

Custom CRM Reporting


Centroliz allows you to create fully bespoke custom reports based on the criteria that matters the most to you. Custom reports can be setup with the help of our trained professionals to help you get the most value out of your reporting. Multiple visual and display options are available from bar/pie/line charts to tables and heat maps. Centroliz enables customised reporting that works for you.

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Bespoke Customer Profiling

Bespoke Customer Profiling


Giving your customers the best experience and delivering the specific requirements of your leads can be made possible through custom profiling. Centroliz enables you to set and record specific questions and answers from your contacts, thus building a more accurate representation of the needs, concerns, likes, dislikes and current situation of each of your contacts.

Questions can be set on their own or as part of Questionnaires. Staff can easily record the outcome of each question which is automatically tied to the specific customer.

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Call Contacts Directly From Centroliz

Call Contacts Directly From Centroliz


One Click Calling, Call Automation & Follow Up Centroliz allows you to call directly from the platform, opening up advanced possibilities for call scheduling, sales planning, recording and more. Calling your contacts is as easy as clicking a button. Simply click on the contact you need to contact and press “call”. Calls can be easily transferred to other members of your team on the Centroliz system.

Centroliz’s advanced call scheduling feature allows you to make a list of the calls that need to be made. With automated call functionality you can set the next call to be made as soon as the current one is terminated.

Calls often lead to further actions and with Centroliz you can perform these effortlessly. Emails can be sent directly to the contact straight from the calling screen, logs can be made which describe the purpose and outcome of the call and the next action can be scheduled immediately .

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Experience Effortless Collaboration With Agents & Partners

Experience Effortless Collaboration With Agents & Partners


Collaborate Through Centroliz Many businesses work with 3rd party agents or partners who distribute products or implement services on behalf of the company. Centroliz allows you to expertly manage your collaborations with 3rd parties to share the current status of customers, leads and the progress of new opportunities.

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Agent & Partner Accounts

Agent & Partner Accounts


Centroliz lets you provide agents and partners with accounts on your Centroliz system in order to improve the efficiency of their sales.

Partner and agent accounts allow for accurate progress sharing, enabling them to show the status of their current endeavours. Track their progress using the dedicated Centroliz opportunity and lead monitoring modules.

This feature is especially useful if partners require your support during specific sale stages.

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Commissions & Auto Partner/Agent Assignment

Commissions & Auto Partner/Agent Assignment


Depending on the type of partner or agent you can set specific commission brackets and thresholds which will automatically come into effect when commission is calculated.

Centroliz also enables automatic assignment of agents and partners to new leads and customers through either geo-localisation or other factors to ensure that partners and customers in the same area are connected automatically.

Centroliz also allows custom assignment based on your specific operation.

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