Centra Hub CRM
4.6
21 votes
Open the app in the morning and you’re looking at a live workspace, not a static database. Reps drag deals across stages, pin priority opportunities, and let the AI Assistant suggest next best actions based on recent calls, emails, and contact history. One click turns suggestions into ready-to-send messages that pull the right product details and pricing. When a prospect replies, the system logs the thread, updates fields, and schedules the next touch automatically. Need a formal proposal? Generate a quote from the product catalog, route it for internal approval, and convert it to an order when the customer gives the green light. Calls through the dedicated line are recorded against the contact, notes are saved, and follow-ups are assigned so nothing slips.
Marketers work from the same record, so segmentation is fast and precise. Build audiences using behavior, demographics, territory, purchase history, and engagement level. Apply lead scores, then trigger journeys across email, web, and social the moment a contact crosses a threshold. Lists stay clean via real-time sync with forms, ads, and events; duplicates are merged, and consent is tracked. A/B versions roll out side by side, while automation hands warm responses to sales with all context attached. Referral programs are tracked end to end—from source to revenue—so you can double down on channels that pay off. Dashboards show pipeline influenced by each campaign and marketing ROI without exporting data to spreadsheets. more
Start Up
$10.00 per user / month
Storage: 256 MB Per User
Leads
Accounts: Unlimited
Contacts
Deals / Opportunities
Sales Forecasting
Document Library
Activities Recurring, Tasks, Events, Calls
Reminders
Multiple Currencies
Social (Integration with Facebook, Twitter, Google Plus)
Standard Reports
Custom Reports: 3
Schedule Reports: 1
Standard Dashboards
Custom Dashboards: 3
Campaigns: 100
Mass Email: 5000 Email/Month - Limited by 500 per day - Branded or $3/1000 unbraded emails per month subscription.
Email Templates 100 Templates
Email Opt-out
Auto responders: 50
Schedule Mass Email
Products: 250 Products
Price Books: 2
Quotes
Sales Orders
Invoices
Vendors
Requests
Web-To-Request: 1
Email-To-Request: 1
SLA: 1
Asset Master
Customer Master
Technicians Master
Breakdown / Corrective Requests
Assignment Rules: 2 Rules
Work Logs
Notes/Docs and Attachments
Request Lifecycle Tracking
Notify Owner
Case Escalation Rules: 2 Rules
Business Hours
File Storage (for Org.) 1GB plus 512 MB/user license
Additional Storage (for Org.): $15/Month for 1GB
Data Records: 100,000 Records
Import Data: 10,000/Batch
Record Cloning
Merge Duplicates - Find & Merge Option
Free Data Backup: 2 Data Backups/Month
Data Backup: $10 /Request
Customized Page Layouts / Module: 3
Add Search Layouts etc
Profiles: 5
Roles: 5
Reporting Hierarchy
Field-Level Rules Based Security
Read, Write, Edit, Delete, and Print Permissions
Data Visibility Based on Ownership
Home Page Components: 3
Application Tabs: 2
Custom Fields: 10 Custom Fields / Module
Custom Modules: 2
Doc Print Layout Editor: 2
Data Grids in Modules
Duplicate Criteria in Modules: 2 Fields / Module.
Stage History Tracking
Standard List Views
Custom List Views: 3 List Views / Module
Last Activity Time in Criteria
Custom Related Lists
Customize Search Layout: 5 Per Module
Quick Actions
Workflow: 3
Workflow Time -Based Action: 3
Workflow Usage: 3
Tasks: 3
Reminder for Workflow Tasks: 3
Record Owner, Record Creator, Record Owners Manager (Options in Alert): 3
Using Email field from the Module & Related Modules: 3
Field Updates: 3
Delete (Execute On Record Action): 3
Field Update (Execute On Record Action): 3
Workflow Update Modules: 3
Execute Based on Date Field Value: 3
Custom Schedules: 3
Approval Process: 3 Per Module With 3 Levels
WebForms for Leads / Contacts: 5 Forms/Module
Approval Rules: 1 Per Module
Assignment Rules: 1 Per Module
Unsubscribe Form
IMAP
BCC Dropbox
Centra CRM Mobile Edition (Android)
Visitor Tracking
Third-Party Integrations
Integrations Available With Hosted and On-Premise PBX
Reports Integration (Ex- Crystal Reports)
Forms Integration
Functions - Integration Tasks: 5
G Suite
Business Card View
Calendar
Calendar Synchronization (CalDAV Access)
Calendar Slot Selection Link
Advanced Filters
Tags for Records
Professional
$17.00 per user / month
Storage: 512 MB Per User
Leads
Accounts: Unlimited
Contacts
Forecasts Based on Locations / Territories
Bulk/Mass updates
Scoring Rules: 10 Rules/Module
Deals / Opportunities
Sales Forecasting
Document Library
Activities Recurring, Tasks, Events, Calls
Reminders
Multiple Currencies
Social (Integration with Facebook, Twitter, Google Plus)
Standard Reports
Custom Reports: 10
Schedule Reports: 10
Standard Dashboards
Custom Dashboards: 10
Campaigns: 150
Mass Email: 5000 Email/Month - Limited by 750 per day - Branded or $3/1000 unbraded emails per month subscription
Email Templates: 100 Templates
Email Opt-out
Auto responders: 75
Schedule Mass Email
Products: Unlimited
Price Books: 5
Quotes
Sales Orders
Invoices
Vendors
Requests
Web-To-Request: 5
Email-To-Request: 5
SLA: 5
Asset Master
Services Master
Customer Master
Technicains Master
Assignment Rules: 5 Rules
Work Logs
Notes/Docs and Attachments
Request Lifecycle Tracking
Notify Owner
Case Escalation Rules: 5 Rules
Business Hours
File Storage (for Org.) 1GB plus 512 MB/user license
Additional Storage (for Org.): $15/Month for 1GB
Data Records: 500,000 Records
Import Data: 15,000/Batch
Record Cloning
Skip and Overwrite option: 15,000/Batch
Merge Duplicates - Find & Merge Option
Free Data Backup: 2 Data Backups/Month
Data Backup: $10 /Request
Customized Page Layouts / Module: 5
Add Search Layouts etc
Profiles: 10
Roles: 5
Teams: 25
Teams Security
Territory Access Levels: 5 Territories
Territory Management
Reporting Hierarchy
Field-Level Rules Based Security
Links in Modules and Dashlets: 10 Links/Module
Default Data Sharing Settings
Public Read Only (in Default Data Sharing Settings)
Audit Logs
Read, Write, Edit, Delete, and Print Permissions
Data Visibility Based on Ownership
Home Page Components: 5
Organize Tabs
Rename Tabs
Application Tabs: 6
Custom Fields: 35 Custom Fields / Module
Custom Modules: 5
Doc Print Layout Editor: 5
Data Grids in Modules
Duplicate Criteria in Modules: 5 Fields / Module.
Stage History Tracking
Standard List Views
Custom List Views: 10 List Views / Module
Last Activity Time in Criteria
Custom Related Lists
Customize Search Layout: 5 Per Module
Quick Actions
Workflow: 10
Workflow Time -Based Action: 10
Workflow Usage: 10
Tasks: 10
Reminder for Workflow Tasks: 10
Record Owner, Record Creator, Record Owners Manager (Options in Alert): 10
Using Email field from the Module & Related Modules: 10
Field Updates: 10
Delete (Execute On Record Action): 10
Field Update (Execute On Record Action): 10
Workflow Update Modules: 10
Execute Based on Date Field Value: 10
Custom Schedules: 10
Approval Process: 5 Per Module With 3 Levels
Web Forms for Leads / Contacts: 5 Forms/Module
Approval Rules: 1 Per Module
Assignment Rules: 5 Per Module
Unsubscribe Form
IMAP
BCC Dropbox
Centra CRM Mobile Edition (Android)
Visitor Tracking
Third Party Integrations
Integrations Available With Hosted and On Premise PBX
Reports Integration (Ex- Crystal Reports)
Forms Integration
Reports Integration (Ex- Crystal Reports)
Functions - Integration Tasks: 5
G Suite
APIs & WebHooks: 500 Calls/Month
Portals: CSS Portal
Business Card View
Calendar
Calendar Synchronization (CalDAV Access)
Calendar Slot Selection Link
Advanced Filters
Tags for Records
Enterprise
$28.00 per user / month
Storage: 1 GB Per User
Leads
Accounts: Unlimited
Contacts
Forecasts Based on Locations / Territories
Bulk/Mass updates
Scoring Rules: 10 Rules/Module
Deals / Opportunities
Sales Forecasting
Document Library
Activities Recurring, Tasks, Events, Calls
Reminders
Multiple Currencies
Social (Integration with Facebook, Twitter, Google Plus)
Standard Reports
Custom Reports: 30
Schedule Reports: 30
Standard Dashboards
Custom Dashboards: 30
Campaigns: Unlimited
Mass Email: 5000 Email/Month - Limited by 750 per day - Branded or $3/1000 unbraded emails per month subscription
Email Templates: 100 Templates
Email Opt-out
Auto responders: 75
Schedule Mass Email
Products: Unlimited
Price Books: 5
Quotes
Sales Orders
Invoices
Vendors
Requests
Web-To-Request: 10
Email-To-Request: 10
SLA: 10
Asset Master
Services Master
Customer Master
Technicains Master
Assignment Rules: 20 Rules
Work Logs
Notes/Docs and Attachments
Request Lifecycle Tracking
Notify Owner
Case Escalation Rules: 20 Rules
Business Hours
File Storage (for Org.) 1GB plus 512 MB/user license
Additional Storage (for Org.): $15/Month for 1GB
Data Records: Unlimited
Import Data: 30,000/Batch
Record Cloning
Skip and Overwrite option: 30,000/Batch
Merge Duplicates - Find & Merge Option
Free Data Backup: 2 Data Backups/Month
Data Backup: $10 /Request
Customized Page Layouts / Module: 10
Add Search Layouts etc
Profiles: 15
Roles: 10
Teams: 30
Teams Security
Territory Access Levels: 10 Territories
Territory Management
Reporting Hierarchy
Field-Level Rules Based Security
Links in Modules and Dashlets: 10 Links/Module
Default Data Sharing Settings
Public Read Only (in Default Data Sharing Settings)
Audit Logs
Read, Write, Edit, Delete, and Print Permissions
Data Visibility Based on Ownership
Record Sharing
Home Page Components: 10
Organize Tabs
Rename Tabs
Application Tabs: 10
Custom Fields: 75 Custom Fields / Module
Custom Modules: 20
Doc Print Layout Editor: 10
Data Grids in Modules
Duplicate Criteria in Modules: 10 Fields / Module.
Stage History Tracking
Standard List Views
Custom List Views: Unlimited
Last Activity Time in Criteria
Custom Related Lists
Customize Search Layout: 20 Per Module
Quick Actions
Workflow: 25
Workflow Time -Based Action: 25
Workflow Usage: 25
Tasks: 25
Reminder for Workflow Tasks: 25
Record Owner, Record Creator, Record Owners Manager (Options in Alert): 25
Using Email field from the Module & Related Modules: 25
Field Updates: 25
Delete (Execute On Record Action): 25
Field Update (Execute On Record Action): 25
Workflow Update Modules: 25
Execute Based on Date Field Value: 25
Custom Schedules: 25
Approval Process: 10 Per Module With 3 Levels
Web Forms for Leads / Contacts: 10 Forms/Module
Approval Rules
Assignment Rules
Unsubscribe Form
IMAP
BCC Dropbox
Centra CRM Mobile Edition (Android)
Visitor Tracking
Third Party Integrations
Integrations Available With Hosted and On Premise PBX
Reports Integration (Ex- Crystal Reports)
Forms Integration
Reports Integration (Ex- Crystal Reports)
Functions - Integration Tasks: 10
G Suite
APIs & WebHooks: 1000 Calls/Month
Portals: CSS Portal
Business Card View
Calendar
Calendar Synchronization (CalDAV Access)
Calendar Slot Selection Link
Advanced Filters
Tags for Records
Ultimate
$50.00 per user / month
Storage: 1 GB Per User
Leads
Accounts: Unlimited
Contacts
Forecasts Based on Locations / Territories
Bulk/Mass updates
Scoring Rules: Unlimited
Deals / Opportunities
Sales Forecasting
Document Library
Activities Recurring, Tasks, Events, Calls
Reminders
Multiple Currencies
Social (Integration with Facebook, Twitter, Google Plus)
Standard Reports
Custom Reports: Unlimited
Schedule Reports: Unlimited
Standard Dashboards
Custom Dashboards: Unlimited
Campaigns: Unlimited
Mass Email: 5000 Email/Month - Limited by 750 per day - Branded or $3/1000 unbraded emails per month subscription
Email Templates: Unlimited
Email Opt-out
Auto responders: Unlimited
Schedule Mass Email
Products: Unlimited
Price Books: Unlimited
Quotes
Sales Orders
Invoices
Vendors
Requests
Web-To-Request: Unlimited
Email-To-Request: Unlimited
SLA: Unlimited
Asset Master
Services Master
Customer Master
Technicains Master
Assignment Rules: Unlimited
Work Logs
Notes/Docs and Attachments
Request Lifecycle Tracking
Notify Owner
Case Escalation Rules: Unlimited
Business Hours
File Storage (for Org.) 1GB plus 512 MB/user license
Additional Storage (for Org.): $15/Month for 1GB
Data Records: Unlimited
Import Data: 30,000/Batch
Record Cloning
Skip and Overwrite option: 50,000/Batch
Merge Duplicates - Find & Merge Option
Free Data Backup: 2 Data Backups/Month
Data Backup: $10 /Request
Customized Page Layouts / Module: Unlimited
Add Search Layouts etc
Profiles: 25
Roles: 250
Teams: 50
Teams Security
Territory Access Levels: Unlimited
Territory Management
Reporting Hierarchy
Field-Level Rules Based Security
Links in Modules and Dashlets: 10 Links/Module
Default Data Sharing Settings
Public Read Only (in Default Data Sharing Settings)
Audit Logs
Read, Write, Edit, Delete, and Print Permissions
Data Visibility Based on Ownership
Record Sharing
Home Page Components: 10
Organize Tabs
Rename Tabs
Application Tabs: 24
Custom Fields: Unlimited
Custom Modules: Unlimited
Doc Print Layout Editor: Unlimited
Data Grids in Modules
Duplicate Criteria in Modules: 2 Fields / Module.
Stage History Tracking
Standard List Views
Custom List Views: Unlimited
Last Activity Time in Criteria
Custom Related Lists
Customize Search Layout: Unlimited
Quick Actions
Workflow: Unlimited
Workflow Time -Based Action: Unlimited
Workflow Usage: Unlimited
Tasks: Unlimited
Reminder for Workflow Tasks: Unlimited
Record Owner, Record Creator, Record Owners Manager (Options in Alert): Unlimited
Using Email field from the Module & Related Modules: Unlimited
Field Updates: Unlimited
Delete (Execute On Record Action): Unlimited
Field Update (Execute On Record Action): Unlimited
Workflow Update Modules: Unlimited
Execute Based on Date Field Value: Unlimited
Custom Schedules: Unlimited
Approval Process: Unlimited
Web Forms for Leads / Contacts: 20 Forms/Module
Approval Rules
Assignment Rules
Functions - Send Mail: 1000 emails/day
Unsubscribe Form
IMAP
BCC Dropbox
Centra CRM Mobile Edition (Android)
Visitor Tracking
Third Party Integrations
Integrations Available With Hosted and On Premise PBX
Reports Integration (Ex- Crystal Reports)
Forms Integration
Reports Integration (Ex- Crystal Reports)
Functions - Integration Tasks: 10
G Suite
APIs & WebHooks: 2000 Calls/Month
Portals: 1 portal free for Contacts module.​For 4 more portals, user license needs to be purchased. 50 users (minimum user count) - $600/month 51 to 100 users - $12/user​100 users up - $10/user
Business Card View
Calendar
Calendar Synchronization (CalDAV Access)
Calendar Slot Selection Link
Advanced Filters
Tags for Records
Comments