Centra CRM

Clients, sales and work.
In one place.

Centra CRM brings your client records, sales, conversations and team’s work together. Know who you’re speaking to, what was agreed and what needs to happen next.

Choose a time for a 30-minute online demo.

A little guidance.
A clearer working day.

Centra contact list
Centra contact list · demo workspace with fictional records. Open full-size screenshot

From first enquiry
to lasting client.

Your customer relationships don’t stop when a deal closes. Centra connects the conversations, opportunities and work that follow—so your team can keep the relationship moving.

Turn opportunities
into clients.

Give each opportunity an owner and a dated next action. Track qualification and acceptance, then hand the agreed work to an onboarding owner with scope, fees and responsibilities attached.

  • Contacts, companies and client history
  • Sales pipelines and dated follow-ups
  • Qualification and acceptance evidence
  • Onboarding handovers and progress
Explore sales features

Keep the next step clear.

A named owner
Someone responsible for the opportunity.
A dated next action
A clear follow-up, with a deadline.
A visible handover
Agreed scope and fees ready for onboarding.

Stay in touch
with purpose.

Create landing pages, send targeted email campaigns and publish surveys. Build follow-up journeys that combine messages, delays and tasks around your contacts.

  • Targeted bulk email and reusable templates
  • Customer journeys and follow-up sequences
  • Landing pages and enquiry forms
  • Scored surveys and action plans
Explore marketing features
Centra email design tools
Centra email design tools · demo workspace with fictional records. Open full-size screenshot

Make Centra
work for your team.

Start with a conversation about your clients, your sales process and the work you manage.

Can we bring our existing contacts?

Import contact and company data, then organise it with tags, groups and custom fields. We’ll walk through the information and access your team needs during setup.

Which tools can we connect?

Connections include Google Calendar, Outlook, Xero, Stripe, Zoom and WhatsApp. Availability depends on the provider, your account and rollout. We’ll confirm setup and any usage charges during your demo.

Can the whole team use Centra?

Set up team roles and group access around your organisation. Keep responsibilities clear with assigned tasks and opportunities, and coordinate in shared group chat.

How much does Centra CRM cost?

Book a demo to discuss subscription and usage pricing for your team, including any services or modules you need. We’ll explain the costs before you get started.

Get closer to your clients.
Keep the next step clear.

See how Centra CRM connects your contacts, conversations, sales and everyday work.

Book a CRM demo

Choose an available time for a 30-minute online demo.