CentrixIQ

About

CentrixIQ is the sales and retail execution platform for consumer brands, brokers and distributors. This app is that platform on your iPhone and iPad: your CRM, your store visits, your orders and your numbers, behind one sign-in. A CentrixIQ account is required. What you see depends on the modules your organization uses. TODAY Open the app to what today needs: your meetings, what's overdue, your pipeline and the deals going quiet. Capture a lead, an activity, a contact or a deal in one tap. ASK IQ Ask a question about your own data in plain English and read the answer as it's written. CRM • Contacts, companies, leads, opportunities and activities: create, edit and search every one. • Move a deal through your own pipeline stages with a swipe. • Call, text or email from any record. After a call, the app offers to log it. • A record marked do-not-contact stops you before you dial. LEAD CAPTURE • Scan a business card or a badge QR code and the lead form fills itself in. The card is read on your device, so it works on a show floor with no signal. • Quick Capture: photograph a run of cards now and review them later. • Tag leads by interest, and text your own contact card to someone you just met. • A lead captured offline is kept on your phone and sent when there's a connection. RETAIL OPS • Your day as a merchandiser: what's overdue, what's today, and the objectives for each store. • Schedule a visit by store name or from the stores near you, then complete, cancel or reopen it. • Record shelf prices one after another without leaving the keyboard, and take store photos. • Add a store that isn't listed yet, pinned to where you're standing. • All of it works with no signal. Every change is saved on your device first and synced when it can be. SALES AND OPERATIONS • Sales dashboard and analytics. • Items, inventory, warehouses, price lists, purchase orders, sales orders, shipments and invoices. • Promotions, seasons, forecasts and deductions, with deduction aging. • Retail POS: sales by retailer and week, velocity, stock alerts and promotion lift. • Your processes and the tasks assigned to you. • Documents, lists, notifications and support, including the feature request board and roadmap. MADE FOR IPHONE AND IPAD One app that uses the room it has: tabs on an iPhone, a sidebar and two columns on an iPad. SECURE Sign in with your password and a two-factor code, or with a passkey. Lock the app behind Face ID or Touch ID, and it locks itself after a period of inactivity.