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What is SFI Central?

Experience unparalleled customer service coupled with prompt delivery of tailor-made agile software development that aligns seamlessly with your lead program requirements and budgetary constraints, all through our innovative online platform, SFIcentral. We provide adaptable solutions capable of scaling to meet the demands of any lead generation effort, whether itโ€™s for an emerging startup or a vast national network of manufacturers and distributors. Our clients benefit from tried-and-true software code and industry best practices we've gathered throughout our extensive experience, ensuring a frictionless integration process. Additionally, our system automates lead distribution based on your specific territorial guidelines and includes notifications via email and SMS. You can track lead progress in real-time, from initial capture to final closure, with options for immediate filtering. Our platform is designed with customized reporting features for key categories, complemented by visual dashboards that highlight your most critical metrics. Moreover, you can manage your entire network informationโ€”covering contacts, territories, communications, documents, and beyondโ€”all from a single, user-friendly interface. This comprehensive approach not only streamlines operations but also empowers your organization to enhance efficiency and achieve its objectives with greater effectiveness. In a rapidly evolving market, leveraging such integrated solutions can significantly boost your competitive edge.

What is Repfabric?

Repfabric is an innovative customer relationship management (CRM) platform that integrates seamlessly with your email to provide extensive features for managing contacts, calendars, and tracking deals. Imagine easily overseeing your commissions from the CRM to the point of sale, thus removing the hassle of spending long hours on Fridays inputting weekly activities. With Repfabric, you have the convenience of updating all your data directly from your mobile device right after each call. You can swiftly record sales conversations using voice-to-text technology within a minute while the details are still fresh, ensuring nothing slips your mind. Gain insights into client interactions and potential opportunities by reviewing account activities, and access sales metrics and trends from manufacturers right through the mobile application. If you find yourself unexpectedly available due to a canceled sales appointment, there's no need to fret. You can take advantage of the Nearby feature to identify the closest client and maintain your productivity with face-to-face meetings. Our dedicated customer care team is committed to making your transition effortless and stress-free, enabling you to focus on growing your business. Additionally, our experienced data team, well-versed in various CRMs and legacy commission systems, handles all the intricate tasks, so you can devote your energy to what truly counts: your success. This combination of features and support ensures that youโ€™re always equipped to meet your clientsโ€™ needs effectively.

Media

Media

Integrations Supported

Integrations Supported

Autoklose
Epicor Eclipse
Gmail
HubSpot CRM
HubSpot Customer Platform
ISQuote
Mailchimp
Microsoft Dynamics 365
Microsoft Outlook
Salesforce
Zoho CRM

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Call for pricing

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanRight Software

Company Location

United States

Company Website

www.planrightsoftware.com

Company Facts

Organization Name

Repfabric

Date Founded

2013

Company Location

United States

Company Website

repfabric.com

Categories and Features

Construction CRM

Client Tracking
Contract Management
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Categories and Features

Commission

Agency Commission
Commission Calculations
Commission Tracking
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions

Construction CRM

Client Tracking
Project Management
Quote Management
Sales Management

Contact Management

Activity Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Lead / Opportunity Management
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management

HVAC

Customer Database
Job Management
Mobile Access
Quotes / Estimates

Lead Management

Activity Tracking
Campaign Management
Lead Nurturing
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Mileage Tracking

Business / Personal Travel
Employee Reimbursement
Expense Reports
Mileage Logging
Reporting

Plumbing

Customer Database
Job Management
Mobile Access
Quotes / Estimates

Sales

Not specified

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Templates
Email Tracking
List Building
Predictive Analytics
Reporting
Sales Intelligence
Sales Workflow Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Sales Intelligence Reporting

Sales Compensation

Not specified

Sales Intelligence

CRM Integration
Data Enrichment
Email Integration
Performance Management
Pipeline Management
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Tracking

Activity Dashboard
Alerts / Notifications
Call Logging
Comments / Notes
Custom Reports
Email Templates
Interaction Tracking
Lead Management
Pipeline Management
Reporting / Analytics
Task Management

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