About us

Our Genesis

At CentreCRM, we embarked on a pioneering quest in 2012 to re-engineer the accounting industry. Our journey began as the first cloud-based practice management software of its kind, meticulously crafted to streamline the operational landscape of accountancy practices. Our core ethos is hinged on harnessing technology and forging formidable partnerships to refine accountancy both on a day-to-day and broader industry scale. Fuelled by a passion for technological liberation, we've automated mundane administrative tasks, liberating accountants and bookkeepers to focus more on their clients, business aspirations, and personal lives. The needs and ambitions of CentreCRM users and their clientele are the cornerstone of our venture.

Vision Statement

Our vision is a realm where every accountant is empowered through technology to break free from operational shackles. With nearly a decade of firsthand experience, we stand as a testament to the transformative power of intelligent technology in amplifying practice efficiency, thus granting you the freedom to excel in what you do best. Whether it's enhancing advisory services, achieving an ideal work/life balance, or propelling your business growth, we’re here to pave the way.

The Eureka Moment

CentreCRM’s inception was a response to the glaring inefficiencies in traditional accountancy practice management. Our goal was to eliminate repetitive client communications, streamline onboarding processes, and bid farewell to the spreadsheet quagmire. Our founders were driven by a desire to foster a more lucrative, client-centric, and family-friendly practice environment.

Transition to Reality

Envisioning a cloud-centric nexus where accountants could effortlessly manage client relations, deadlines, automated reminders, workflow control, and swift onboarding, our founders brought CentreCRM to life. This digital haven transitioned swiftly from concept to reality, with iterative real-time problem-solving and feedback loops being integral to our development journey.

Reliable Support During COVID-19 Lockdown

The advent of the COVID-19 pandemic brought about unforeseen challenges, compelling businesses to adapt to a new norm of dispersed workforces and remote client engagements. During this critical juncture, our clients heavily relied on CentreCRM to maintain the continuity and efficiency of their practices. Despite the physical disconnect, CentreCRM rose to the occasion, providing a reliable and robust platform that facilitated seamless interactions among staff and clients. Our platform's resilience and adaptability not only upheld operational integrity but also played a pivotal role in enabling our clients to navigate through the uncertainties of the lockdown period with confidence.

Future Roadmap

As we stride into the future, our roadmap is heavily influenced by the valuable insights and feature requests from our thriving community of users. Their input is indispensable in driving the evolution and rollout of enhanced features, making CentreCRM a more potent tool with each iteration. We stay attuned to the shifts in accountancy business models and government legislation, ensuring our platform remains relevant and compliant. Furthermore, we prioritize cutting-edge security measures and employ advanced data storage solutions to safeguard our users’ data, reinforcing their trust in CentreCRM as a secure and dependable platform for managing their accountancy practices.

CentreCRM Today

Today, CentreCRM stands tall as a seasoned, responsive platform, continuously evolving to cater to the nuanced needs of accountants and bookkeepers. Our commitment to an interactive development ethos is unwavering. We actively solicit feature suggestions from our users, engage in beta testing with our user community, and keep a vigilant eye on industry advancements to ensure we're at the forefront of innovation. Our trajectory over the years and the growing CentreCRM family echo our relentless dedication to delivering a product that resonates with the practical needs and professional aspirations of the UK’s accountancy community.