---
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"
publication_date: "2026-09-28"
---

# 

 CentrixOne Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 28, 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://www.g2.com/products/centrix-one-crm/claim_requests/new?auto=true)

## 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 (6,123)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

CA$15

Per Feature, Per Month

Starting Price

$9

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 (6,074)

Value For Money

4.5 (11)

Value For Money

4.3 (4,691)

Customer Service

4.4 (11)

Customer Service

4.4 (4,484)

## CentrixOne alternatives

[4.3 (7,007)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.2 (1,006)](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

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

[4.5 (3,064)](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 and operations leaders who oversee client activity, marketing, and business performance. Communications and editorial teams manage outreach and contact information, while sales representatives, business development advisers, and consultants track prospects, follow-ups, and relationships. Independent service professionals use it to organize client records and support day-to-day account management.

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 and self-employed individuals in business-to-business settings. It serves organizations in manufacturing, distribution, business services, professional services, auto dealerships, and real estate, making it suitable for companies in these sectors that need a CRM tailored to their operations.

Features and Usability

### What are the key features of CentrixOne?

CentrixOne offers a dashboard, CRM, and contact management, plus pipeline management, lead capture, and lead nurturing for sales tracking. It also includes email marketing, campaign management, calendar management, workflow management, reporting and analytics, and access controls, along with API support, document storage, and third-party integrations.

Integrations

### Which third-party tools and platforms does CentrixOne integrate with?

CentrixOne integrates with CDK Global and Zapier. These integrations connect CentrixOne to dealership software and a broader app ecosystem, giving teams two supported options for linking customer data and related workflows across platforms.

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 group learning sessions, documentation serves as written reference material, and videos offer 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 seek help, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations.

## Features

AI summary

Based on 14,838 CRM reviews

Capterra reviewers highlight these as the features buyers care about most when choosing a CRM:

-   **Data Security** (**51%** of reviewers rated this feature as critical)
-   **Customer Database** (**52%**)
-   **Real-Time Data** (**56%**)

CentrixOne includes **Customer Database**, which is one of the top features CRM buyers prioritize. However, it does not offer **Data Security** or **Real-Time Data**. Instead, it provides other important capabilities that reviewers also value, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize customer information, find records faster, and maintain up-to-date contact details, allowing teams to manage relationships more efficiently.

Contact Database

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

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

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

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

CRM

3.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

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.

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/)

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