Work Flow & Lead Management Solutions

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Work Flow & Lead Management Solutions

The Centah Work Flow & Lead Management System is built to provide visibility to the Home Improvement project. Centah’s collaborative, permission-based environment allows head office, branches, stores & contractors to view the same information in real-time from any web-enabled device.

The Work Flow & Lead Management System is adaptable to any business. As the platform is entirely configurable, the Basic Product Offering  provides fundamental tools and utilities, while the Add On Modules & Functionality listed are available to enhance the basic package.

Automated Lead Distribution

Description
Leads are automatically distributed to your field network in real-time, based on business standards that you set.

Bonus Features
• “Round Robin” Lead Distribution Model
• Prioritized Lead Distribution Model

Lead Life Cycle Management

Description
The Centah Life Cycle gives total visibility into the customer life cycle, highlighting areas of success and opportunities for improvement.

Bonus Features
• Business Intelligence Reporting
• Key Performance Indicator Reporting

Roles & Permissions

Description
Centah is equipped with user roles and permissions that are easily configurable to fit your business and to maximize performance.

Bonus Features
• New Lead Email Notifications
• New Note Notifications
• Service Alert Notifications

Mobile & Tablet Accessibility

Description
Centah’s Work Flow & Lead Management system is accessible via any web-enabled device in Real-Time: iPhone, iPad, Android, Tablet, Blackberry.

Bonus Features
• Real-Time Notifications
• Image File Uploading

Google Maps & Local Weather

Description
Users have the ability to instantly Google map the customer’s address and check with local weather.

Bonus Features
• Mobile & Tablet Compatabiilty

Real-Time Project Tracker

Description
Centah’s color-coded progress tracker gives instant visibility into the next steps of your project.

Bonus Features
• Service Alert Reporting
• Project Cycle Time Reporting

Documentation Management

Description
Easy uploading of all documents directly onto the customer lead ensures field team compliance and allows for quick reference 24/7.

Bonus Features
• Web File Upload
• Document Upload via Fax

Complaint Management

Description
Centah manages your customer complaints from creation to resolution, providing total transparency to your customer’s experience.

Bonus Features
• Complaint Management Reporting
• Automated Complaint Notifications

Add On Modules & Functionality

The modules & functionality listed below are available to enhance your basic Call Center package utilizing the Centah Work Flow and Lead Management Platform. To speak with a member of our Business Development team and discuss how Centah can work for your business.

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In Store Scheduling Module

With Centah’s Scheduling Module, your customers can schedule their own appointments when booking their leads on-line and via a Call Center. In addition, Centah’s Call Center Agents can view the installer’s calendar, book and confirm the appointment with the customer on the first call and better qualify your leads.

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Payment Processing Module

The ability to process customer payment in-store, in-home and on-line directly through the Centah system or a mobile/tablet device is possible with the Payment Processing Module.

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Licensing Module

Centah’s Licensing Module provides your System Administrator with a management tool for your installer or contractor Insurance, Workers Compensation and Criminal Background checks. Moreover, this module provides peace of mind – the Centah system will automatically lock out any user with expired licenses or insurance.

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Additional User Roles

Centah has years of experience working with businesses of all sizes and organizational structures. If your business has unique needs, Centah is ready to provide flexible roles and configurations that will enable your business to grow.

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