Engage your customers with personalized communication across all channels

Easily create and manage personalized customer communications across multiple channels—transitioning from traditional print and PDFs to interactive digital dialogs at your own pace, all within the unified Centerpoint cloud platform.

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Bridge traditional and digital communication with Centerpoint

In today's fast-paced world, organizations must meet rising customer expectations by offering engaging, multi-channel communications. While print and PDF remain important for certain informational needs, businesses are increasingly moving toward seamless, digital two-way interactions to better engage customers. By bridging traditional communication with modern digital tools for interaction, Centerpoint helps businesses automate tasks, enhance customer engagement, and stay competitive in a digital-first world. The result? Happier customers and more efficient teams.

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All the tools you need in one flexible cloud platform

Centerpoint is your all-in-one solution for creating, distributing, archiving, and signing customer communications. It allows you to combine traditional one-way communication with dynamic, two-way digital interactions across any channel. Integrating with core systems like CRM, Centerpoint personalizes customer communications while its no/low-code interface empowers business teams to streamline processes, boosting efficiency and saving time.

Centerpoint’s modular design allows you to customize the platform to suit your organization’s specific needs:

Centerpoint Pages

Create high-volume, on-demand documents using data from your systems. Low-code, object-oriented templates speed up development and reduce IT involvement, ensuring fast delivery of communications.
Centerpoint Editor

Say goodbye to ad hoc solutions like Word templates. With pre-approved text and easy editing, you can create compliant, on-brand customer letters, all integrated directly within systems like CRM.
Centerpoint Smartforms

Replace outdated paper forms and processes with automated, interactive digital dialogs, allowing for personalized customer interactions and seamless data collection.
Process Automation

From workflow automation to omnichannel distribution, secure archiving, e-signatures, and authentication, Centerpoint streamlines your entire communication process, improving efficiency, compliance, and customer satisfaction.

Modular Design for Tailored Solutions

Centerpoint’s modular design allows our customers to select the features and functionalities they need

Centerpoint Pages

With Centerpoint Pages, you have the tools to easily develop and manage all your documents and output - from high-volume batches and on-demand production to personalized, editable letter processes (in Centerpoint Editor). By connecting your core systems, CRM, and other applications into one platform, Centerpoint Pages helps you leverage your data to create personalized, consistent, and engaging communications that reach your customers through their preferred channels, delivering a true omnichannel experience.

Centerpoint Pages empowers your teams to manage communications efficiently, without relying on IT. Its dynamic, object-oriented templates streamline the process, reducing costs and speeding up the delivery of customer communications.

Centerpoint Editor

Centerpoint Editor simplifies the way your administrative teams—such as customer support and case handlers—create customer letters. With its easy-to-use, step-by-step editable letter processes, pre-approved texts, and pre-populated data from your business systems, it’s fully integrated with your CRM or case handling systems. By replacing outdated, manual solutions like Word templates and local printing, Centerpoint Editor helps your team save valuable time and reduce costs.

Give your customers a personalized experience with communications that meet your brand's standards for tone, style, and accessibility. Every letter is tracked in real-time, ensuring full visibility and operational efficiency, while maintaining compliance.

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Centerpoint Smartforms

Centerpoint Smartforms makes it easy to create secure, on-brand digital dialogs that replace outdated paper and PDF forms and processes with seamless, personalized customer experiences. By automating routine tasks, your team can work more efficiently, reduce errors, and focus on high-value activities, all while achieving faster turnaround times.

With a simple drag-and-drop interface, business users can create and manage forms and workflows without needing IT support. Digital dialogs can be deployed across websites or portals and seamlessly integrated with systems like CRM, allowing real-time tracking, data collection and validation.

From custom workflows to secure authentication and e-signatures, Centerpoint Smartforms automates even the most complex processes, all while ensuring compliance with strict industry regulations through encryption, logging, and full traceability.

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Process Automation

You may already have solutions for workflow automation, archiving, omni channel distribution and e-signature that Centerpoint easily can integrate with, but we also offer these solutions as add-ons to our core offering:

Centerpoint Archive

Our archive solution makes it fast and easy to store all your customer communication data, such as PDFs, digital dialogs, and eSignatures. It’s secure and straight forward to use – and matches any leading solutions in the market - and you can set it up to have access from your business systems. Customers get access to the same via your customer portal.

Centerpoint Signature

Centerpoint Sign simplifies the digital signing process, integrating seamlessly with leading e-signature providers for secure and compliant transactions. Whether you’re managing a single contract or complex multi-party agreements, you can effortlessly track progress. It also enhances security by ensuring authenticated access to digital dialogs.

Centerpoint Omnichannel

Centerpoint Omnichannel optimizes how you reach customers by distributing documents through digital mailboxes, print partners, or directly via your own online portals. All communications, whether high-volume, on-demand, or interactive, are managed seamlessly across all channels.

Centerpoint Workflow Automation

Centerpoint Workflow Automation helps you manage complex business tasks by automating them. This means less manual work for your team, and more focus on efficiently handling processes that involve multiple parties and secure data transfers. It’s designed to fit your specific needs, making your operations smoother and reducing errors.

Browse our FAQs

Can't find your answers here? We'd be happy to answer them. Reach out to one of our experts.

How do we get started with Centerpoint?

We have a detailed onboarding plan which is customized to each client’s specific needs. We start with a kick-off meeting, either in person or online, depending on your preference. You will be assigned a Technical Project Manager to guide you through the implementation process.

Can we use data from our existing business systems?

Yes. It’s easy to connect your existing business systems to the Centerpoint platform. This means you can use data you already have to create on-brand, and personalized communication to your customers.

What does onboarding look like?

We provide a comprehensive onboarding plan. The plan includes training on creating your own templates and processes, training for business users, and any other custom training you need to get started.

What makes Centerpoint different from other CCM or CXM providers?

Centerpoint is both a CCM and a CXM in one system, and we support all types of communication flows (quotes, contracts, claims, KYC etc). Our platform is highly flexible and designed for all aspects of customer communication. It allows you to create templates and processes to deliver omnichannel batch, on-demand, interactive letters, and online dialogs from one platform – without the involvement of your IT department.

We’re a small organization. Is Centerpoint affordable?

We believe that sophisticated CCM and CXM platforms should be for everyone – not just for enterprise giants. Our pricing model is based on things like volume, number of users, and your internal setup to ensure you get the best solution for your needs.

Does Centerpoint integrate with our CRM and core business systems?

Yes. Our platform is flexible and can integrate with most CRM systems and core business systems. This allows business users to initiate all their customer communication from a familiar user interface rather than having to learn how to use a new system. We are continuously adding new integrations to make our customers’ lives easier.

Does Centerpoint support digital dialogs?

Yes, we provide a solution for both interactive online dialogs and print and PDFs. We believe that it is one of our key strengths that we can support both from one system, and hence help organizations to gradually migrate away from paper and PDF communication to interactive online dialogs in their own pace.

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