Unveiling CENTRIX V2.5: Turbocharge Your Commercial Operations Management!

📑 Shareable Quotes Redefined

We've rejuvenated our Quotes feature! Here's what's new:

• Customer Portal: Allow clients to approve or reject quotes seamlessly through a dedicated portal via a magic link.
• Quote Tracking: Keep an eye on your quotes with specific statuses like draft, waiting for customer approval, canceled due to various reasons, and more.
• Elevated Sharing: Propagate your quotes through SMS, Email, and Social Platforms, directing clients to an elegant customer portal for approvals.
• Feedback-Driven: Configure rejection motives to refine and optimize your offerings. And there's more! Stay tuned for fresh updates in our upcoming version.

⚙️ Automations

Wish you could give certain quotes a little nudge?

Desire a system that alerts a sales rep about significant quotes?

You're in luck! Introducing Automations:

• Event-Driven: Such as when a quote is created.
• Status-Based: Like when a quote is open.
• Action-Oriented: Sending a recovery email 90 minutes post quote creation, for instance. Keep an eye out! We'll be rolling out new Events and Actions consistently.

Pro Tip: visit Account Themes under Configurations to personalize your messages for every channel effortlessly.

🚀 Introducing Annotations - Your Ultimate Collaborative Tool!

• Dynamic Notes: Inject life into your records! Add annotations to customers, tasks, activities, and quotes.
• Mentions & Alerts: Capture a colleague's attention with a simple @mention and keep them informed.
• Visual Engagement: Integrate images directly into your notes. Whether it's a product snapshot, data visualization, or a quirky GIF, make your annotations engaging.
• Subscription Power: Stay in the loop with updates on any annotations of interest. Too many notifications? Opt-out effortlessly.

We're excited about this! Annotations aim to enhance collaboration and enrich your user experience. Dive in, experiment, and share your thoughts!

🔍 Custom Fields

Require an extra data point on your Customer Profile? Maybe your customer anniversary?

Create unlimited Custom Fields to focus on what's crucial for your customer.

🤖 Meet Henry AI

Think processing team reports is cumbersome? Introduce yourself to Henry! Infused with the latest Artificial Intelligence tech, Henry distills valuable insights for you. Look forward to his assistance in various widgets soon.

Excited? Get in touch if you wish to be among the pioneer users of Henry AI.

💌 Outlook Addin

For our Outlook aficionados, streamline your day! Identify customers directly in your emails, manage quotes, and toggle between CENTRIX and Outlook effortlessly.

💌 Near by - Instant Customer Proximity Awareness!

With a simple click, the “Near By” button reveals a popup displaying all customers located near your current location.

The popup not only lists nearby customers but also provides the exact distance from your location to theirs, offering you immediate insight into your proximity to your valued clients and your planned visits.

Filling out a visit report or filling those gaps in your schedule is now a breeze.

And that’s not all

Added: Daily sales averages in widgets

Added: Split shortcuts for swift team goal creations

Added: Minimum sales restrictions for precise customer segmentations

Added: Ability to check customers near by in customer's profile map

Added: Ability to set an Account Theme as default (the users with a custom theme associated will keep it as their default)

Updated: Sleeker and more intuitive Customer/Branch select field

Updated: Faster Customer Routes feature with clearer tooltip map buttons

Updated: Activities & Reports form now boasts a cleaner view mode

Updated: Customers Export integrates selected filters, enhancing the magic link generation