CentraView is a leading Open Source Centralized Business Management (CBM) solution that delivers an ideal combination of Contact Management, Salesforce Automation (SFA), and Customer Relationship Management (CRM) functionality and much more, all through a standard web browser. CentraView is much more than just CRM or SFA. We offer a comprehensive business management suite that reduces the need to purchase many different software applications that don't talk to one another. Ultimately we provide you with that all important "Centralized View" of all your customer information. Among the features:
Enterprise quality contact management
A Web email client that works with POP and IMAP, and automatically relates all emails with customer records
Group calendaring
Activity tracking and reporting
Centralized file management
Marketing functions including mass emailing through a mail merge utility
Sales force automation including comprehensive opportunity tracking and proposal creation
Project tracking with unlimited tasks and sub-tasks, milestones, alerts and emails, and time and expense tracking
Web ticketing entered via email and the customer and employee portals
Frequently Asked Questions (FAQ) and Knowledge Base (KB) systems
Accounting views for relating order, invoice, expense and other information with customer records
Human resource module for expense form and time sheet submission and more
Synchronization with MS Outlook, Outlook Express, Palm, Pocket PC, and Blackberry through the CompanionLink conduit. Synchronizes all contacts, calendar items, activities, and notes.
A customer portal that may be configured to meet your branding strategy
A configurable interface that is easily editable via style sheets.
An online help system
Administrative modules to configure the software for your specific requirements
CentraView
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