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The AI-native CRM

How much more would your reps sell if they didn't have to worry about admin?

Anyone in sales knows how hard it can be to manage deals, stay on top of the CRM and still make time to prospect for new business and generate leads. The busier we get, the harder it is to keep on top of everything, and the first thing to be neglected is updating the CRM. Imagine a system so tuned in to you and your business that it takes notes in all your meetings, reads all your emails and simply takes care of the CRM for you.

Well, no need to imagine anymore. Centaur CRM does all this and more.

// live the same day · no implementation cost · bring your own AI

No overpriced AI. No restrictions.

Zero markup on AI usage. Centaur CRM is built around AI, but unlike other CRM tools that charge a premium for AI features, add huge markups or restrict usage with AI credit allowances, we wanted Centaur to be more affordable and more transparent. You connect your own AI provider — the tokens are billed to you, by them, at their rate. Centaur doesn't touch it, doesn't resell it and doesn't hide a margin inside a tier.

Built by a 30-year sales veteran Beta cohort open now
Why we built it

Thirty years selling. One recurring frustration.

Centaur was founded and built by a sales professional with 30 years of selling experience — not by a software developer.

Imagine if you had the opportunity to build a CRM that did exactly what you wanted to make your job easier: something that helps you manage deals from the first inquiry right through to closing, where all you have to do is show up to the meetings and the CRM does the rest, automatically.

Imagine if your CRM were completely up to date, all the time, so that when you have your pipeline review with your manager, every deal is exactly where it needs to be: close date, pipeline stage, deal value, qualification and forecast status. Imagine walking into that meeting confident of the number you're carrying.

Well, this is what I imagined… and now it's a reality!

For too long, I was torn between spending more time selling and making time to update the CRM. The busier we get as sales professionals, the less time we have for admin, writing follow-up emails or even trying to generate new leads. There are only so many hours in the day, and I wanted to spend as many of them as I could talking to customers and moving deals forward, not wasting time on admin!

If this sounds familiar, I built Centaur for you!

You see, I know CRM tools. I've implemented a couple in my years as a sales guy, and let me tell you, I had a huge list of things I wanted to be able to do to make my team's lives easier, but there were always too many blockers. Either the solution couldn't do it, or we'd have to buy another tool and integrate it, or it would cost a fortune to bring in a consultant to build it. So I decided enough was enough and built my own.

The problem was, it turned out better than I ever expected. It was too good to keep to myself, so now I'm offering it to you.

If you could give every rep an assistant for the price of a cup of coffee every day — one that never logs off at five, never calls in sick, never takes a vacation — would you?

AI in the fabric, not on top

Every other CRM added AI. Centaur is made of it.

AI is truly amazing when it's done right. Every business in the world is looking at its processes to see where AI can make it more efficient and reduce costs. We believe AI will never replace people. While we think we've created some pretty charismatic AI agents, they'll never have the empathy and emotion of a real person, which matter so much when building relationships with real customers.

What sets Centaur apart from the big names in CRM is that it was born in the age of AI and built around it, instead of having AI bolted onto a legacy product built years ago.

For AI to truly succeed at the task it's given, context is everything, and this is what we believe Centaur does exceptionally well. You train Centaur just like you would any new sales rep: tell it about your business, your products and your USPs, then tell it about your competitors, your sales process and the methodology you use to qualify opportunities, and it has everything it needs to do the job. When we say it just works, we really mean it… and the only way to understand is to try it for yourself.

AI bolted on

the way it's usually done
  • An extra you pay for, on a separate line of the invoice
  • It suggests some text, but a person still has to do the work
  • Rationed with AI credits, so the more you use it, the more you pay
  • Surface-level: a few writing tips and a basic forecast
  • Added to a system that was designed years before AI existed

AI in the fabric

the way Centaur works
  • Built in, with no AI credits to count and no add-on to buy
  • Agents that read your emails and act on them: they reply, qualify, book meetings and update the CRM
  • You pay your AI provider directly, at their rate, with no AI upsell from us
  • It goes deep: deal risk, next best action and records that keep themselves up to date
  • Built around the agents from the very start, not the other way around
How Centaur compares to Salesforce, HubSpot and morePDF · 3 pages
Six agents, one pipeline

Six AI agents doing the work your reps would otherwise do by hand.

More conversations, without hiring more people. The agents take care of the outreach, the CRM updates and the meeting prep, so the team you already have can handle the pipeline you'd otherwise have to hire for.

The Opener · Outreach agent

Answers the inquiry, books the meeting and opens the deal.

When an email comes in, the agent replies in your rep's voice and qualifies the prospect against your sales methodology as the conversation goes. It offers real free times from the rep's calendar, and once a time is confirmed, it sends the invite and creates the account, contact and opportunity, with everything it learned carried onto the new deal. You decide whether it drafts replies for you to check or runs on its own.

"Thursday at 10 works — I've sent the invite. Ahead of the call, roughly how many seats would you be looking at?"

AI Activity · real capturelast 7 days
Centaur CRM AI Activity tab summing up the agents' week: emails drafted, deals opened, deal updates and meeting briefs
The Analyst · Opportunity agent

No more deals going dark on you.

Once a deal is open, your rep owns the conversation, but Centaur keeps reading the emails and the notes your reps log after each call. If a budget is mentioned, a new stakeholder appears, the timeline slips or a competitor's name comes up, it updates the record, keeps a running summary of the deal and flags the risk with the exact quote. It never sends anything itself.

So the answer the buyer gave you last Tuesday is on the opportunity, not lost in someone's inbox.

opportunity · AI summary and qualificationreal capture
Centaur CRM opportunity opened by the AI Outreach Agent, with its email history, deal-risk watch, competitor, written deal summary and completed BANT qualification
The Briefer · Meeting brief agent

Walk into every call fully prepared.

Every morning, for each call on the calendar, the agent pulls together the deal's history: how long it's been open, its stage, recent activity and any competitors or risks already flagged. It also researches the company on the web. The brief lands as a note on the deal, on the rep's Today page and in their Slack messages.

Ten minutes before the call, your rep knows the deal inside out, plus something about the company that was never in the CRM.

Meeting brieftoday's call
Deal summary
Proposal stage, 34 days — steady progress, no stalls.
Company research
Northwind Logistics opened two new regional depots this quarter; hiring an Ops lead.
Talking points
Ask how the new depots are affecting their current tooling.
The Scribe · The Copywriter · The Co-pilot

And three more, working right alongside your reps.

The Scribe listens to your recorded Teams calls, writes up what was discussed, what was agreed and the next steps, and updates the deal for you.

The Copywriter writes a personal version of every email in your outreach sequences, using each person's role, company and industry. A rep approves every one before it goes.

The Co-pilot answers questions about your pipeline in plain English, logs calls and tasks, and updates deals, but only after you click Apply.

The Co-pilot · real captureready for a question
The Centaur AI Agent chat page, with suggested questions such as Which deals need attention and Build a plan for opps closing this month
Meet the Centaur agents brochurePDF · 2 pages
One inquiry, start to forecast

How a cold email becomes a deal you can forecast.

1

An inquiry arrives

It could be a reply to a campaign, a message from your website or an introduction someone forwarded. Centaur picks it up in your shared mailbox.

your emailshared mailbox
2

The outreach agent gets to work

It replies in the rep's voice, handles objections using your battle cards and qualifies the prospect against your methodology as the conversation goes.

BANT / MEDDPICbattle cardstone match
3

A meeting is booked

It offers real free times from the rep's calendar, confirms one and sends a proper invite, with a Teams link if that's how you meet.

calendarTeams link
4

The deal is created

The account, contact and opportunity are created, with everything the agent learned already on the record and the meeting on the rep's task list.

auto-qualifiedmethodology data
5

The opportunity agent takes over

Every reply after that is read for budget, stakeholders, timeline and competitors, and added to the deal. It never overwrites a figure someone typed in.

silentdeal-risk flagsrolling summary
6

The forecast stays honest

The deal's rating and forecast category update based on what's really happening, and a completed demo can move the deal to the next stage using your own workflow rules.

forecast automationworkflows
Not a mockup

This is the real app.

Every screen below is a genuine screenshot, not a design mockup. We used a demo workspace filled with made-up companies and people, so nobody's real data (including ours!) shows up here.

Centaur CRM Pipeline summary in dark theme: a plain-English summary, open pipeline, quarter won, win rate, pipeline by stage and the quarter's forecast
Pipeline summaryYour pipeline this week in plain English, for you, your team or the whole company.
Centaur CRM pipeline kanban board in dark theme with deal cards across Prospecting, Qualification, Proposal and Negotiation columns
PipelineEvery open deal by stage. Just drag and drop to move them along.
Centaur CRM accounts list in dark theme showing a sortable, filterable, exportable table of company records
AccountsSort, filter and export the full list.
Centaur CRM Today page in dark theme: the things that need the rep today, most important first, and progress against target
TodayWhat needs you first, and how you're tracking.
Centaur CRM account detail page in dark theme showing account health, a summary, contacts and activity in one layout
Account detailHealth, contacts and activity, all in one place.
Centaur CRM custom dashboard in dark theme showing pipeline by product, pipeline by stage, deal status mix and new versus closed deals
Custom dashboards — chartsBuild your own in My Dashboards and have it live in minutes, without waiting on anyone.
Centaur CRM custom dashboard in dark theme showing a revenue trend, a rep leaderboard, a sales funnel and KPI tiles
Custom dashboards — KPIs and leaderboardRevenue trend, rep leaderboard, funnel and headline numbers, all on one screen.
The platform

And underneath the agents, a complete CRM.

Pipeline, forecasting, workflow automation, reporting, campaigns and permissions. Everything you'd expect from a proper CRM, and the agents keep all of it up to date for you.

Product overviewPDF · 2 pages

A pipeline you can trust at a glance

Because the agents keep it up to date, the board shows where your deals really are, not where someone last remembered to drag them.

Pipeline real capture
Centaur CRM pipeline kanban board with deal cards across Prospecting, Qualification, Proposal and Negotiation

Workflow automation for the routine stuff

Pick a trigger, add some conditions and choose what happens, with waits and multi-step sequences if you need them. When an activity is completed, tell the owner. When a deal stalls, give someone a nudge. New rules start switched off, so you can test them on your real data before turning them on.

Workflows real capture
Centaur CRM Settings screen showing a saved workflow: when an activity is completed, notify the record owner

Teams calls turned into notes, automatically

Connect Microsoft Teams, and every call transcript becomes a summary on the deal: what was discussed, what was agreed and the next steps. Any blank fields on the record get filled in from what was said, too.

Call summary · Northwind Logistics from Teams transcript
Discussed
Rollout across 3 regional sales teams; current tool is being sunset in Q1.
Agreed
Budget confirmed at £50k · Economic buyer: CFO, joining the next call.
Next steps
Send security overview by Friday · schedule technical review week of the 14th.

Reports that read like a briefing

A Today page that tells each rep what needs them first, a plain-English pipeline summary for you, your team or the whole company, and dashboards you can build from any of your data: funnels, leaderboards, revenue trends and deal mix, all with the same clean look.

Sales Overview dashboard real capture
Centaur CRM custom dashboard showing a revenue trend, a rep leaderboard, a sales funnel and KPI tiles
Everything else it does

Everything else you'd want from a CRM, without the busywork.

Pipeline & forecasting

Set up your own stages and sales methodology. Price products per user, per site or as a one-off item, sell in more than one currency at your own exchange rates, and let forecast automation keep each deal's rating and category up to date.

Campaigns & landing pages

Build emails with a drag-and-drop editor, send them from your own mailbox, publish landing pages, run A/B tests and see which campaigns turned into won revenue.

Prospecting & lead routing

Search your connected data provider, such as Apollo, for people who match your ideal customer and add them in one click. Then hand out leads to reps in rotation or by your own rules before any agent gets involved, with a holding queue for your sales director when a lead needs a human decision.

Roles & permissions

Detailed permissions, your own roles, easy record reassignment, a 30-day recycle bin for anything deleted and a full audit trail that shows who (or which agent) changed what.

Built-in training

Self-paced learning guides inside the platform, so new reps can get up to speed without pulling anyone else away from selling.

Slack & Teams

Approve a draft, respond to an escalation or add a lead straight from a direct message. A daily digest and a home tab keep each rep in the loop, in the tools they already use.

Downloads

Take it with you.

Want to read up later, or show your team? Here's everything in three short guides. No forms, no sign-up, just download and go.

Product overview

Centaur CRM at a glance

What Centaur is, how the agents give your reps their day back, and everything else a sales team needs, on two pages.

DownloadPDF · 2 pages
Meet the agents

The team that never clocks off

Each AI agent, what it does, when it works and what it will never do, plus how you stay in charge.

DownloadPDF · 2 pages
How Centaur compares

Five good CRMs, one built around AI

An honest look at Centaur next to Salesforce, HubSpot, monday CRM, Dynamics 365 and Pipedrive, including who each one suits best.

DownloadPDF · 3 pages
Getting started

Up and running the same day. No consultants needed.

As soon as you sign up, you're in, and a guided setup walks you through everything. Give it your website, and the AI drafts a brief about your business for you to check. Upload the spreadsheets you already have, and Centaur matches the columns for you. Your IT admin gets the email setup steps in one click.

  • Send your IT admin the Microsoft 365 steps and invite your reps from a list
  • Enter your website, and the AI drafts your product, market and positioning for you to correct
  • Import your spreadsheets as they are, with custom fields for any columns that don't fit
  • Choose whether the agents draft replies for you to check or run on their own
  • Sit back and watch the first inquiries come in!
Beta program · open now

Get in early and keep your discount for life.

We're inviting a limited number of sales teams to help shape Centaur with us. As a thank-you, beta customers lock in a lifetime discount for as long as they're with us.

  • The full platform: all six agents, workflow automation, reporting and integrations
  • Set up the same day, with no implementation fee
  • Bring your own AI, paid at cost with zero markup
  • A lifetime discount that never expires
  • A direct line to the people building it

Want in?

Tell us about your company and the size of your sales team. We'll reply with the beta agreement and everything you need to get started.

Request beta access

Or email info@centaurcrm.com

See it on your own pipeline

Give your sales team their time back.

Book a 30-minute call, and we'll look at your incoming emails together and show you what the agents would have handled for you last week.

Get in touch

Tell us about your team.

Book a demo, ask about the beta, or just ask us a question. A real person reads every message and replies within one working day.

  • A 30-minute call, on your own pipeline
  • No sales pressure and no obligation
  • Your details are only used to reply to you

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