2023 Centrex Contact and Deal Management Demo
The Centrex platform has complete contact and deal management technology built in. Contacts can be created manually, via the Centrex Wordpress Form builder, uploaded into the platform via CSV file, or created via our open API. There are features such as custom workflow, dynamic data management, data sources, web hooks, and much more. Deals, which are in the form of an advance or a loan, can be associated to a contact. Multiple deals can be associated to one contact for the purpose of working with that contact multiple times over the course of time. Pipeline management, search, and full calendar and task management systems are built in. If you would like to learn more please clic, on the link below.
https://www.centrexsoftware.com/conta...