Holistic Accounting Platform
Advanced CRM Software for Regulated Industries
- AI-powered sales automation with unified customer intelligence. Integrated data pipelines for marketing and support teams. Smart automation for scaling growth.
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Global Compliance and Data Privacy Infrastructure
Our CRM ensures rigorous adherence to GDPR, CCPA/CPRA, PIPEDA, and LGPD. We automate data minimization and the right to be forgotten across all pipelines, securing EU, California, Canadian, and Brazilian data with consent-led processing.
Full Software Capabilities Index
Campaign Engine
Campaign lifecycle management & performance analytics
Measurable marketing ROI tied to pipeline
Module Category
Core Powers
Result
Dashboard & Portals
Real-time KPI cards, pipeline charts & activity timeline
Instant executive-level visibility across all sales operations
Contact Management
Full CRUD, detail drawers, call history & deal associations
360° view of every customer relationship
Company Intelligence
Enrichment portal, LinkedIn lookup & Clearbit web search
Automated company data without manual research
Lead Pipeline
Scoring engine (0–100), source tracking & stage progression
Prioritized leads with predictable conversion paths
Deal Management
Kanban board (6 stages), probability & weighted value tracking
Visual pipeline control with accurate revenue forecasting
Telephony Integration
Third party telephony integration with docked panel, live timer & speech-to-text transcription
Click-to-call with automatic call documentation
Quoting & Proposals
Line-item builder, status tracking & one-click conversion
Rapid quote generation tied directly to deals
Support Ticketing
Priority/category/status workflow with assignment routing
Unified customer service within the CRM
Forecasting & Reports
Revenue projections, rep performance & conversion funnels
Data-driven decision making with consolidated reports
Global Search
Cross-entity search with Clearbit web company lookup & import
Find any record or discover new prospects in seconds
LinkedIn Integration
Profile portal, right-click lookup & embedded browser
Social selling context without leaving the CRM
Security & RBAC
SHA-256 hashing, session tokens, 5-role access control
Enterprise-grade data protection with zero configuration
GDPR Compliance
One-click data export & irreversible anonymization per contact
Regulatory compliance built into daily workflow
License
Activation modal
Flexible deployment
Concentric CRM Platform Licensing
With Concentric CRM your team can close more deals with a workspace that's built for small teams but can be scaled for growth
Standard
Monthly & Annual Billing
Solo entrepreneur | Small business owners and small team
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Best value for solopreneurs and small teams.
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Contact & Lead Management: Up to 5,000 contacts, basic profile logging, search/filters.
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Pipeline & Sales Tools: 1 visual pipeline, manual deal tracking, basic email templates.
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Automation Workflows: Basic follow-up reminders, automated web-to-lead capture.
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Analytics & Reporting: Pre-built activity reports, basic sales win/loss dashboards.
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Support & Operations: Standard ticketing desk, shared email inbox.
Professional
Monthly & Annual Billing
Growing businesses and scaling sales teams•
- Best value for growing businesses scaling sales.
- Contact & Lead Management: Unlimited contacts, behavioral lead scoring, advanced segmentation.
- Pipeline & Sales Tools: Multiple pipelines, product catalog tracking, quote generation.
- Automation Workflows: Multi-stage email sequences, automated deal routing to reps.
- Analytics & Reporting: Custom report builder, revenue forecasting, team performance metrics.
- Support & Operations: SLA tracking, automated ticket routing, customer satisfaction surveys.
Enterprise
Monthly & Annual Billing
Large organizations needing custom control
- Best value for large organizations needing custom control.
- Contact & Lead Management: Global database, automated data enrichment, parent-child accounts.
- Pipeline & Sales Tools: Custom deal stages, territory management, multi-currency support.
- Automation Workflows: Cross-object automation, custom webhook triggers, AI-guided actions.
- Analytics & Reporting: Advanced trend analytics, predictive forecasting, BI tool integrations.
- Support & Operations: Dedicated support desk, multi-brand portals, priority SLAs.