360-degree Customer View

Juggling between various channels to access customer data? Not anymore. Worksbot's sales CRM offer a single platform to unify all your contact data information. Create contacts, and update relevant contact data such as date of entry, tickets raised, follow-ups conducted, phone calls made, active social campaigns, etc.
Centra CRM automatically logs in any reactions made by your leads, prospects, and customers, making it easier for your sales team members to learn all about their target audience before they make contact.

Allocate Leads to Simplify Lead Management

Juggling between various channels to access customer data? Not anymore. Worksbot's sales CRM offer a single platform to unify all your contact data information. Create contacts, and update relevant contact data such as date of entry, tickets raised, follow-ups conducted, phone calls made, active social campaigns, etc.
Centra CRM automatically logs in any reactions made by your leads, prospects, and customers, making it easier for your sales team members to learn all about their target audience before they make contact.

Make Calls Using CRM

Jumping back and forth between your desktop and mobile phones? Avoid tedious work procedures and make calls from inside your CRM. Call your leads, make notes, update lead status while you are on the call and do much more with Worksbot's sales CRM software.
Integrate with your favorite cloud communication platforms to make and receive calls and text messages directly into your CRM.

Schedule Appointments and Tasks

Sending and receiving emails back and forth to schedule an appointment is a thing of the past. With Worksbot's online appointment scheduling software, you can now schedule appointments and meetings in a single step. Generate an online link to schedule your appointments and share it across your contact database via emails, social media platforms, website, etc..
Assign tasks to team members to help them meet deadlines and set reminders so that you do not leave a customer unattended.

Easily Manage Sales Pipeline

Do not overload your sales reps with manual deal tracking. Upgrade to Centra CRM and automate deal tracking with inbuilt sales CRM tools. Create deals with drag-and-drop options and track their progress through a visual sales pipeline.
Nurture deals through the sales pipeline via emails, phone calls, text messages, etc. from inside the CRM. Update deal status while you converse with your leads and make notes for future reference.

Centralized Document Management

Upload all your sales, marketing, and support related documents on to a single document library offered by Centra CRM, and access these files anytime, anywhere from your CRM platform. Share documents from inside the CRM whenever necessary across different team members and record every engagement the third person makes with your files.
Sign up to witness centralized document management, after which you wouldn't want to go back.
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