The CRM built around
how your team actually sells.
Custom-built, AI-powered, and live in 2–4 weeks — at a fraction of the traditional enterprise implementation cost.
Zen + centric — calm intelligence, everything centered around you.
The problem
Your CRM is bleeding revenue.
Losing leads to manual follow-up
Every lead that slips through cracks is money your competitor banks.
Tools that don't talk to each other
Stop paying for 7 disconnected platforms held together with duct tape.
Generic CRMs built for everyone
Built for everyone means built for no one. Your business deserves better.
Features
Everything you need.
Nothing you don't.
AI-powered lead scoring
Our model ranks every lead by close probability so your reps work the right deals first.
Visual drag-and-drop pipeline
Move deals through stages with one hand. See your entire revenue picture at a glance.
Automated follow-up sequences
Multi-channel cadences across email, SMS, and tasks. Triggered. Personalized. Done.
Built-in reporting & dashboards
Forecasts, win rates, rep performance — without exporting to spreadsheets.
Roles, mobile, integrations
Permissions per team. Mobile-first. Email + calendar sync. Custom fields per industry.
Pricing
Custom CRM pricing without the enterprise price tag
Every Zentric engagement includes a custom implementation designed around how your team actually sells. Pay a one-time build fee, then a flat monthly platform fee for hosting, maintenance, support, AI, and continued access to your system.
Foundation
A customized CRM foundation for small B2B sales teams that need one organized system.
- ✓Custom CRM workspace built around one primary sales process
- ✓Contacts and companies
- ✓Leads and deals
- ✓One customized sales pipeline with custom stages, fields, tags, and statuses
- ✓Tasks, activities, notes, and follow-up reminders
- ✓Standard dashboard and core reports
- ✓Basic user roles and permissions
- ✓Mobile-responsive access
- ✓CSV data migration from one primary source
- ✓Up to 3 basic workflow automations
- ✓AI email drafting assistance
- ✓AI summaries of contacts, deals, and recent activity
- ✓Basic AI next-step suggestions
- ✓One administrator training session
- ✓Standard email support
- ✓Hosting, security, backups, maintenance, and product updates
Growth
A deeply customized and automated CRM for growing B2B sales teams.
Everything in Foundation, plus:
- ✓Multiple customized pipelines or sales processes
- ✓Department-specific and role-specific views
- ✓Advanced permissions and access controls
- ✓Advanced dashboards and management reporting
- ✓AI lead scoring and prioritization
- ✓Advanced AI drafting, summaries, and recommendations
- ✓Up to 10 workflow automations with conditions, routing, and assignments
- ✓Automated follow-up and task creation
- ✓Up to 2 standard third-party integrations
- ✓Data migration from up to 2 existing systems
- ✓Duplicate detection and data-cleaning assistance
- ✓Custom document, proposal, or communication templates
- ✓Two team training sessions
- ✓Post-launch workflow optimization
- ✓Priority support
Scale / Custom
Advanced CRM architecture for complex teams, processes, integrations, and operational requirements.
Everything in Growth, plus:
- ✓Complex multi-team or multi-department CRM architecture
- ✓Multiple business processes beyond the standard sales pipeline
- ✓Advanced workflow logic with approvals and escalation rules
- ✓Custom AI workflows and specialized AI assistants where scoped
- ✓Custom integrations, API connections, and webhooks
- ✓Migration and consolidation from multiple systems
- ✓Advanced executive reporting and dashboards
- ✓Territory, team, or business-unit management
- ✓Advanced role and permission architecture
- ✓Audit logs and enhanced governance controls
- ✓SSO or specialized authentication when included in scope
- ✓Dedicated implementation lead
- ✓Custom training and rollout plan
- ✓Priority support agreement or SLA
- ✓Ongoing strategic reviews and optimization
- ✓Dedicated or specialized infrastructure when required
Foundation customizes the CRM. Growth automates and connects it. Scale architects it around the entire operation.
Annual platform prepayment is available and includes approximately two months free. Build fees remain separate and are due as specified in the implementation agreement.
Done-for-you
Built around how your team actually sells.
Every Zentric engagement is a custom implementation. We design, build, and deploy your CRM around your pipeline, your data, and your people — then run it for you.
Fully custom
Every field, view, and automation built around your sales process.
Implementation included
We migrate your data, train your team, and stay on call.
Launch in weeks
Typical launch in 2–4 weeks. Complex builds in 4–8+.
How it works
From fit call to launched CRM in weeks.
Book a Fit Call
A 20-minute call to map your sales process and confirm the right tier.
We Build Your CRM
Custom workspace, pipelines, automations, AI, and data migration.
Launch & Sell
Team training, go-live, and ongoing support, maintenance, and optimization.
I built Zentric because small teams deserve a CRM that actually fits how they sell.
Most CRM implementations follow the same pattern: months of configuration, tens of thousands in setup costs, and a system your team fights against instead of works with.
Zentric is different. Every build is a custom implementation — designed around your actual sales process, your data, and your team. Not a template. Not a one-size-fits-all platform you have to reshape your business around.
I handle every engagement personally — from the first fit call through go-live and beyond. Your CRM is built in weeks, not months, and runs on a flat monthly fee with no per-seat charges.
Questions, answered.
Why is there a one-time build fee?+
Because Zentric is configured and implemented around your company's actual sales process. The build fee covers discovery, system design, customization, migration, setup, testing, and training.
Is the monthly fee charged per user?+
No. Zentric uses a flat monthly platform fee within the agreed plan and scope. Growth is not punished with a separate monthly charge for every seat.
How long does implementation take?+
Most Foundation and Growth implementations launch in approximately 2–4 weeks. More complex Scale projects may require additional time.
Can Zentric migrate our current data?+
Yes. Migration scope depends on the tier and the number and complexity of existing data sources.
Does every plan include AI?+
Yes. Foundation includes basic AI drafting, summaries, and next-step assistance. Growth adds more advanced AI analysis, lead prioritization, and workflows. Scale can include custom AI assistants and specialized automation.
Why not use HubSpot or Salesforce?+
Those products can be powerful, but many growing teams either struggle with generic workflows and ongoing configuration or face substantial implementation costs. Zentric is built around the customer's operation and launched in weeks.
Can we pay annually?+
Yes. Annual platform prepayment is available and generally includes approximately two months free. The one-time implementation fee remains separate.
Ready for a CRM built
around your operation?
A 20-minute fit call. No pressure. We'll tell you which tier makes sense.