Centric/Core is the connective layer for your firm: contacts, deals, invoicing and integrations in one secure, Australian-hosted platform, built by Centric/AI for professional services.
In one paragraph: Centric/Core is a CRM for professional services firms. It brings your pipeline, tasks, activities, invoicing and client records into a single Australian-hosted workspace, with Stripe, Xero, Brevo and Texto integrated out of the box and enterprise security throughout.
What Centric/Core does for your firm
- Full CRM built for professional services. Pipeline, deals, tasks and activities designed around how firms actually win and deliver work, not a generic sales tool bent out of shape.
- Contacts and client records in one place. Every interaction, deal and document against the client record, visible to the people who need it.
- Invoicing connected to the work. Raise and track invoicing from the same platform that holds the client and the deal.
- Stripe, Xero, Brevo and Texto integrated out of the box. Payments, accounting, email and SMS wired in from day one, no integration project required.
- Australian-hosted and secure. Your firm’s data stays in Australia, protected by enterprise security with multi-factor authentication and complete tenant isolation: your data is never visible to, pooled with, or learned from by anyone else.
- Sign in your way. Log in with email or continue with Microsoft.
Why firms choose Centric/Core
- One system, not seven tabs. Client management software that replaces the spreadsheet-plus-inbox-plus-invoicing shuffle.
- Built and supported in Australia. By Centric/AI, with real humans in Perth, Melbourne and Brisbane.
- CRM with Xero integration done properly. Your accounting and client records stop drifting apart.
Frequently asked questions
Who is Centric/Core for?
Professional services firms: legal, finance, engineering, property, insurance and similar practices that manage clients, deals and invoicing.
What integrations are included?
Stripe, Xero, Brevo and Texto are integrated out of the box, and Microsoft sign-in is supported.
Where is my data hosted?
In Australia, on a security-first platform with multi-factor authentication and strict tenant isolation.
How do I get started?
Get in touch for a walkthrough, or log in if your firm already has a workspace.