--- title: "CentrixOne Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CentrixOne Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/196774/CentrixOne/" page_type: "product" language: "en" --- # CentrixOne Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CentrixOne ## What is CentrixOne? CentrixONE is the all in one CRM Made in Canada. CRM applications that are simple, intuitive and affordable, designed specifically for small and medium-sized businesses. Made to optimize sales processes and revenues in a user friendly environment. We help grow sales in 3 steps : centralize, manage and automate. Get started for free now. ## What is CentrixOne used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/)[Mac CRM](https://www.capterra.com/mac-crm-software/) Top alternative Featured Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$15 Per Feature, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CentrixOne?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.centrix.one&name=CentrixOne) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CentrixOne 4.2 (13) VS. [4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting Price CA$15 Per Feature, Per Month Starting Price $14.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (13) Ease Of Use 4.5 (6,050) Value For Money 4.5 (11) Value For Money 4.7 (4,668) Customer Service 4.4 (11) Customer Service 4.8 (4,461) ## CentrixOne alternatives [4.2 (1,003)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/) [4.6 (6,099)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147657/monday-com/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3,058)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132666/Pipedrive/) ## FAQs about CentrixOne Overview ### Which roles and teams benefit most from CentrixOne? CentrixOne is most used by executives, sales teams, and business development professionals who need a shared system for managing contacts, tracking opportunities, and monitoring growth. Marketing and communications leaders use it to organize outreach, while consultants and advisors rely on it to centralize client information and streamline follow-up. Answer based on 13 reviews Overview ### What company size and specific industries is CentrixOne built for? CentrixOne is designed for small and medium-sized businesses, self-employed professionals, and other business-to-business customers. It is built for organizations in manufacturing, distribution, business services, professional services, auto dealerships, and real estate, making it suitable for a range of B2B sectors with varied operational needs. Features and Usability ### What are the key features of CentrixOne? CentrixOne offers CRM and contact management, plus lead capture, lead qualification, and lead nurturing for sales tracking. It includes campaign management, email marketing, and audience segmentation, along with task management, workflow management, reporting and analytics, customizable reports, and dashboard views. Integrations ### Which third-party tools and platforms does CentrixOne integrate with? CentrixOne integrates with 3 third-party tools: CDK Global, QuickBooks, and Zapier. These catalog integrations cover automotive systems, accounting, and workflow automation, giving CentrixOne a focused set of connection options for core business operations. Getting Started and Support ### What training and onboarding options does CentrixOne offer? CentrixOne provides in-person training, live online sessions, webinars, documentation, and videos. In-person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Getting Started and Support ### What customer support options does CentrixOne offer? CentrixOne provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. These support channels give users multiple ways to get help, find answers, and contact the support team directly. No reviewer feedback is available here, so support quality, response times, and common frustrations are not described. ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) CentrixOne supports all three features that reviewers rate most highly: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into opportunities, and support more consistent sales execution. Contact Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Sales Pipeline Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Lead Management 3.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Task Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Calendar/Reminder System 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks Calendar Sync 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules CentrixOne 72 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Membership Management: Database of members to track personal information of individuals and families - Mobile Access: Access software remotely via mobile devices - Multi-Location: Manage and support multiple locations - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Integration: Seamlessly integrates with 3rd party websites - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.8 (13) 3.8 Based on 13 reviews ## Pricing Value for money 4.5 (11) Free Trial Basic CA$15.00 Per Feature,Per Month Value for money 4.5 (11) 4.5 Based on 11 reviews ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/)[ CDK Global](https://www.capterra.com/p/122988/CDK-Global/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (11) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (11) 4.4 Based on 11 reviews ## User reviews Overall rating 4.2 Based on 13 reviews Filter by rating 5(4) 4(8) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent YB Yvonne B. Financial Advisor Financial Services ### "Has so much potential if they can get other issues solved." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 September 15, 2022 Pros Easy Intergration, small learning curve. Cons It had some limitation like not fully integrating with email Switched from [NetSuite](https://www.capterra.com/p/135757/NetSuite/) !CRM was too complicated I need something simplier Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FD Francois D. HR consultant Human Resources ### "Pretty good overall" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 March 3, 2022 Pros The dashboard menu is very usefull. Easy to see the amount of sales per consultant and easy to apply filter. Very easy to add opportunity and follow the sales process. Cons Not always intuitive, some functionality are harder to find. Might be my network but some command takes a lot of time to be executed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SL sylvain L. Président Airlines/Aviation ### "Centrix" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 9, 2021 Pros Facile d'utilisation, suivie constant des opportunités. Cons Facile, Utile au quotidien pour équipe de vente Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AN Anonymous User V-P Operations & Marketing Computer Software ### "Ease of use with many functionality" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 December 6, 2021 Pros Ease of use and a nice user interface. Automatic link with Outlook because we can see the history of communication directly in Centrix-One, while we keep using Outlook normally. Cons It would be nice to have more report features directly instead of going with Excel. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Ease of use and nice user interface Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. GB Gabriel B. Président Consumer Services ### "Fonctionnel" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 December 6, 2021 Mon expérience est plutôt positive. Le seul point négatif est lorsque nous avons besoin de faire ajuster ou modifier un aspect de Centrix, le tout se complique et c'est plutôt lent. Pros Sa facilité d'utilisation qui nous permet d'augmenter la productivité Cons Difficulté de passer d'un contact pour retourner au compte Reasons for choosing CentrixOne Fonctionnalité et rapport qualité prix Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. BP Benoit P. Directeur principal Oil & Energy ### "Directeur principal marketing et développement des affaires." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 December 5, 2021 Je qualifierais mon expérience de très positive. Mes représentants aiment beaucoup Centrix One et l'utilisent quotidiennement. L'intégration a été 100 % réussie. Pros La facilité de changer les étapes de vente du produit. L'aspect très visuel des opportunités. Cons En fin d'année financière, je ne suis pas en mesure d'effacer toutes les opportunités complétées de l'année précédente, à moins de le faire manuellement une à la fois. Reasons for choosing CentrixOne Car il est vraiment orienté vers le suivi des ventes. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AA Alexa A. Directrice des communications Publishing ### "A dedicated team and an affordable price" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 18, 2021 Pros The customer service is definitely the best thing about CentrixOne ! The team is very effective and gives personalized help really fast. It's also affordable. Cons Not everything is intuitive, so that could be improved, but once you know how to use it, it's pretty easy. Reasons for choosing CentrixOne Because it's local and less expensive. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GG Gabrielle G. Adjointe éditoriale Publishing ### "Un très bon outils !" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 8, 2021 Notre entreprise à déjà en quelques semaines bénéficier de l'efficacité des services de CentrixOne. Nous avions plusieurs objectifs en recourant au service de marketing apr courriel, et ils ont pratiquement tous été atteints. Malgré quelques problèmes techniques rencontrés, nous sommes très satisfaites. Pros La rapidité et la facilité d'ouverture du compte et de démarrage. C'est simple et efficace, contrairement à d'autres plateformes testées par notre équipe. Cons Quelques «buggs» par-ci par-là, mais le soutient technique est rapide et efficace pour nous aider. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Nous cherchions une alternative moins dispendieuse et il était très important pour nous que ce soit Québécois si possible. Alternatives considered [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reasons for choosing CentrixOne On nous avait recommandé CentrixOne et nous voulions une alternative Québécoise. L'option d'avoir uniquement le marketing par courriel était important pour nous puisque pour l'instant nous n'avons pas besoin des autres services offerts. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. IG Isabelle G. Directrice Wholesale ### "Commentaires" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 November 3, 2021 Pros La flexibilité du module courriel. Nous sommes à refaire notre site internet, lorsqu'il sera "live" nous utiliserons d'autres modules de CentrixOne comme le formulaire, par exemple. Cons Il y a des limites, comme par exemple l'impossibilité de supprimer des contacts, de générer un rapport de ventes par compte et enfin exporter une liste des comptes dans un logiciel genre Excel ou Sheet. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor December 2, 2021 Merci beaucoup Isabelle. Effectivement nous préférons ne pas rendre possible la suppression de contacts primaires reliés à la synchronisation de votre système comptable. Cette liaison est nécessaire afin de garder le lien entre les deux systèmes. Pour les autres contacts, vous pouvez les supprimer sans aucune limitation. Afin de générer un rapport de ventes, nous pouvons le faire à l'aide du module opportunités tel que discuté par téléphones. Cependant nous considérons cette demande comme une amélioration à la fonction existante. Concernant l'export de comptes, ce sera disponible dès janvier 2022. Merci beaucoup pour vos commentaires! Équipe CentrixOne JL Jade L. Conseillère au développement économique et entrepreneurial Government Administration ### "Un bon outil pour tous " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 1, 2021 CentrixOne nous permet de concilier l'information de nos clients à un seul et même endroit et ainsi s'assurer de faire un suivis adéquat à tout moment et ce, peu importe le représentant. Le logiciel nous a également permis de facilement et rapidement mettre sur pied un infolettre à notre image. Nous sauvons beaucoup de temps et ne cherchons plus l'information formelle ou informelle des clients. Pros Nous apprécions beaucoup la facilité d'utilisation du logiciel, il se comprend bien et l'expérience utilisateur est très instinctive. Le logiciel s'adapte facilement à nos besoins et couvre la majorité de ceux-ci (courriels, infolettres, suivis clients). Cons J'aimerais pouvoir faire davantage de statistiques à propos de mes données dans la section rapport. Des graphique de bases ou des tableaux sur les contacts et les comptes. Nombre de Compte par ville par exemple. J'aimerais également pouvoir changer un compte de liste et qu'automatiquement les clients changent de liste. Présentement, je dois changer le client de liste et le contact suis. Nos liste sont davantage faites en fonction des entreprises (B2B) que des individus. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor December 2, 2021 Merci Jade, Dès le début de 2022, CentrixOne déploiera un nouveau module de gestion de comptes qui facilitera l'utilisation du sytème pour les clients B2B. Vous pourrez d'ailleurs déplacer un compte et tous ses contacts en une seule action. Merci pour vos commentaires :) L'équipe CentrixOne [View all Reviews](https://www.capterra.com/p/196774/CentrixOne/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.