Centra

The Centra platform

Find the tools
for your next step.

Explore Centra’s CRM, communications, marketing and everyday work tools, with a dedicated module for accountancy practices.

54 features across 9 areas

Some features require setup, a provider connection or activation for your account. We’ll help you understand what’s available for your business.

Client relationships

A shared view of the people and businesses you work with.

Contacts and companies

Keep people, organisations and their linked records together.

Client history

See notes, tasks, communications and opportunities on the record.

Custom fields, tags and groups

Organise the information that matters to your business and scope access by group.

Imports and exports

Bring in existing contact and company data, and export records with the appropriate permissions.

Record management

Find, update and organise client information from a shared database.

Sales and proposals

Keep the next step in sight as opportunities become clients.

Deals and pipelines

Track opportunities, stages, values and linked contacts.

Proposal documents

Draft proposal documents and reuse proposal templates. The current builder is for document preparation, rather than a complete send-and-sign sales flow.

Follow-up tasks

Assign actions, set due dates and keep work attached to the relationship.

Products and orders

Maintain your product catalogue and review customer orders.

Online shop and checkout

Publish products through your shop and use supported checkout and payment options when configured.

Payment requests

Ask for a fixed payment using a shareable card-payment link and see when the request is paid.

Stripe payments

Connect your own Stripe account for supported shop and payment-request payments, with account status visible in Centra.

Communications and support

Keep conversations and customer service close to your client records.

Email, texts and calls

Send from contact records and keep the resulting history together. Texts and calls require the relevant services to be set up.

Communications overview

View recent activity across contacts, then open the record for the full conversation.

Unmatched messages

Link messages and calls from unknown numbers to an existing or new contact.

Support tickets

Manage client requests and the conversations around them.

Website live chat

Offer visitors a conversation through Ceni and let them ask for a person.

WhatsApp Business

Keep supported WhatsApp conversations with your contacts. Connection availability depends on account access and provider approval; ask us about setup.

Marketing and automation

Reach the right contacts and organise a consistent follow-up.

Bulk email

Build an audience by tags and groups, check exclusions and send a test before launching a campaign.

Email templates

Reuse messages instead of starting from a blank page.

Customer journeys

Combine delays, decisions, messages and tasks in a sequence. Contacts are enrolled into journeys deliberately.

Landing pages and forms

Create pages and capture enquiries into your CRM.

Surveys and assessments

Publish scored questionnaires, invite contacts and connect results with relevant action plans.

Bookings and everyday work

Make appointments and responsibilities easier to coordinate.

Booking pages

Offer meeting types, available hours, notice periods and buffers on a personal booking page.

Calendar and time blocks

See your Centra bookings and block out time you do not want to offer.

Microsoft Outlook calendar

Use connected calendar availability when offering booking slots, and add accepted bookings to Outlook.

Meeting connections

Create Zoom meetings and file available transcripts against matching contacts when the integration and recording settings are available.

My work

See assigned tasks across clients and keep track of due dates and completion.

Tasks from documents

Review suggested tasks extracted from a document before creating them, where AI features are enabled.

Websites and content

Build your public presence around the information you already manage.

Website builder

Assemble pages with sections for services, team members and contact information.

AI website generation

Describe your business and request revisions to a generated website, where AI generation is enabled.

Website services and team

Manage the business information used on your public pages.

Preview, publishing and revisions

Preview your site, publish to a Centra subdomain and restore earlier AI website revisions.

Media library

Keep reusable images and media together for your pages and content.

Courses and customer learning

Share knowledge and see how learners progress.

Course builder

Arrange modules and lessons with text, headings, images and video.

Learner enrolment and progress

Let learners enrol and return to their course from another device.

Written responses

Include questions that learners answer in their own words.

Scored assessments

Use the separate Surveys area for scored questions and tailored results. Course certificates and CPD credits are not currently offered.

Accountancy practice management

Connect client relationships with the work of running your practice.

Practice overview

See overdue work, approaching deadlines and jobs waiting on clients.

Practice client records

Keep services, periods and practice information alongside the client.

Recurring jobs and statutory deadlines

Coordinate work for annual accounts, corporation tax, confirmation statements and VAT returns.

Job ownership and tasks

Assign responsibility and track progress through client waiting, review and completion.

Services and fees

Maintain your practice service list and agreed client fees.

Engagement letters and client portal

Generate letters from published templates and offer them for signing through the portal.

Due-diligence records

Record identity checks, risk assessments and supporting evidence, with missing information highlighted.

Companies House information

Keep company information, officers and relevant dates connected to your practice records.

Xero client matching and balances

Match practice clients with Xero contacts for supported receivables information when connected and enabled.

Financial reviews and letters

Record review information, manage consent statements and prepare versioned review letters. Review data entry is currently carried out by staff.

Your team and connected tools

Set up Centra around how your organisation works.

Team roles and group access

Control what owners, admins, members and chat agents can access.

Organisation settings

Manage your organisation, shared records and account configuration.

Ceni assistant

Get in-product guidance while you work. AI capabilities depend on the features enabled for your account.

Integration management

See connection status and manage available apps from one place.

Xero subscription bills

Send invoices for your Centra subscription and usage into Xero as bills when connected. This is separate from practice client balances.

Provider availability

Microsoft, Zoom, Xero and WhatsApp have different setup requirements. QuickBooks availability depends on installation configuration; check with us before relying on it.

Let’s find the right fit.

Tell us what your business needs. We’ll show you the relevant features and explain how to set them up.

Book a demo