Engineering firm CRM: people, projects and profit in one view
Centric/Core models your firm the way it really works: people as the resource, projects resourced by allocation, capacity forecast with leave counted, and profitability visible per project.
People first
Your people are the resource model
In a services firm the capacity is the people, so Centric/Core models it that way. Every person sits in a living org chart with their role and allocations, and projects are resourced by assigning real people, not rows in a spreadsheet nobody trusts.
- People as the resource model, not generic units
- An org chart that stays current
- Project resourcing and allocations person by person
Capacity you can trust
Forecast capacity with leave already counted
The forecast that ignores annual leave is a forecast that lies. Centric/Core's capacity forecasting is leave-aware, so when you look three months out you see who is genuinely available, where the crunch lands, and whether you can say yes to the next job.
- Leave-aware capacity forecasting
- See the crunch before it arrives
- Commit to new work with evidence, not optimism
Profit and pipeline
Know which projects make money, and win the next ones
Project profitability shows which jobs actually earn their keep. Ahead of the work, a tender pipeline keeps every opportunity moving through its stages, so business development gets the same discipline as delivery.
- Project profitability without a spreadsheet safari
- Tender pipeline from first contact to award
- Dashboards across people, projects and pipeline
In the box
Built for services firms, backed by the whole platform
Everything below ships as part of the same workspace, reading from the same data.
Org chart
A living picture of the firm: who reports to whom, who sits where, kept current as people move.
Tender pipeline
Opportunities and tenders in stages, with tasks and follow-ups so no bid dies of neglect.
Invoicing
Invoices with Stripe payments and Xero sync, plus reminder ladders that chase overdue accounts.
Dashboards and insights
Live views across utilisation, projects and pipeline, with per-user access areas deciding who sees what.
Sophia
The built-in AI assistant that answers questions from your own projects and people data, with spend guardrails.
Australian and secure
Hosted in Melbourne with active-active high availability, encryption at rest, strict per-tenant isolation and audit trails.
See your capacity the way it really is
Book a demo and we will show you resourcing, forecasting and profitability working from one set of numbers.