Centerbase CRM offers the next features:

The Dashboard

Centerbase provide different charts built from the system’s data, this permits create valuable charts of real-time data. Besides of visualize data in a graphic way, the chars are functional and the dashboard has interactive displays for call associated items, assign leads and task, check staff schedules, add or remove relations, between other functions.

Customization

Centerbase allows customize forms, fields, menus, items, connections screen colors. Includes a Relational System that permits link any item within the database to any other, always is visible what links are related to what object.

Contact Management

The information of customers, partners, vendors, suppliers, contractors and other associates can be collected, organized, updated and can be work with it, using Centerbase. Associate multiple addresses and phone numbers with a single contact entity or multiple contact entities with a single company, address, or phone number is also possible with this feature.

Live sales forecasting

On the base of information is possible create live forecast reports or charts even if the data is continuously updated.  Forecast can be built by product, territory, sales, rep, timescale, price range or any other grouping.