Getting Started

This guide covers the essentials to get up and running with Centra.

1. Sign in

Head to crm.usecentra.com  and sign in with your account. If you don’t have one yet, ask your workspace admin for an invite.

2. Add your first contact

From the Contacts view, click New contact and fill in the details. You can also import contacts in bulk from a CSV file.

3. Create an opportunity

Opportunities track deals through your pipeline. Open the Opportunities view, click New opportunity, link it to a contact, and set its stage.

4. Start reaching out

Centra supports email and LinkedIn outreach directly from a contact’s profile. Compose a message, send it, and track replies without leaving the app.

Next steps

You’re ready to explore. Browse the sidebar for deeper guides on each feature.