Contacts and companies
Keep people, organisations and their linked records together.
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95 features across 12 areas
Content reviewed 8 November 2026. Feature availability depends on your account, setup and connected services. Specialist tools may need activation or a preview invitation. We’ll confirm the right options and costs before setup.
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Client relationships
A shared view of the people and businesses you work with.
Client history
See notes, tasks, communications and opportunities on the record.
Custom fields, tags and groups
Organise the information that matters to your business and scope access by group.
Imports and exports
Bring in existing contact and company data, and export records with the appropriate permissions.
Record management
Find, update and organise client information from a shared database.
Client Vault walkthrough
Ask us to demonstrate private client upload links, folders and file handling, and confirm the permissions and availability for your account.
Sales and proposals
Keep the next step in sight as opportunities become clients.
Deals and sales pipelines
Track opportunities by service, assign a salesperson and keep a dated next action visible alongside the contact or company.
Proposal documents
Prepare proposal documents and reuse proposal templates. Ask us to walk you through the current acceptance and payment options for your account.
Follow-up tasks
Assign actions, set due dates and keep work attached to the relationship.
Products and orders
Maintain your product catalogue and review customer orders.
Online shop and checkout
Publish products through your shop and use supported checkout and payment options when configured.
Payment requests
Ask for a fixed payment using a shareable card-payment link and see when the request is paid.
Stripe payments
Connect your own Stripe account for supported shop and payment-request payments, with account status visible in Ceni.
Qualification and stage evidence
Record needs, meeting outcomes and acceptance evidence as an opportunity moves through its sales stages.
Onboarding handovers
Carry agreed scope and fees into an assigned onboarding checklist when work is won. Track progress, blockers and responsibilities.
Sales reporting
Review overdue follow-ups, stalled opportunities, wins and onboarding delays, with one-off and recurring fees kept separate.
Sales services and defaults
Manage the services you sell, default fees and onboarding tasks. Existing opportunities retain their agreed information.
Communications and support
Keep conversations and customer service close to your client records.
Email and texts
Send messages from a contact record and keep the conversation history together. Text messaging requires the relevant service to be enabled.
Communications overview
View recent activity across contacts, then open the record for the full conversation.
Unmatched messages
Link messages and calls from unknown numbers to an existing or new contact.
Support tickets
Manage client requests and the conversations around them.
Website live chat
Offer visitors a conversation through Ceni and let them ask for a person.
WhatsApp Business
Keep supported WhatsApp conversations with your contacts. Connection availability depends on account access and provider approval; ask us about setup.
Browser calling
Make and receive calls in Ceni using a connected business landline or freephone number. Phone service setup is required.
Call flows and opening hours
Set greetings, menus, team ringing, opening hours and voicemail for each enabled landline or freephone number. Save a draft before publishing.
Call history and recordings
Review calls, play available recordings and listen to voicemail. Outbound call recording is optional; incoming calls are not recorded.
WhatsApp templates
Prepare supported text templates, submit them to Meta and track their approval status. A connected WhatsApp Business account and Meta approval are required.
Video-call recordings
For organisations with the video-calls add-on, the call host can record a video call. Participants see when recording is active. Recordings appear on the contact’s Communications entry to play or download and are kept for 12 months. Transcription is separately gated.
Marketing and automation
Reach the right contacts and organise a consistent follow-up.
Bulk and scheduled email
Choose a tag or group audience, check exclusions and send a test. Schedule a checked email for later; the audience and sending restrictions are checked again when delivery is due. A verified sender is required.
Email templates
Create and reuse email designs, including supported HTML imports for campaign content.
Customer journeys
Combine delays, decisions, messages and tasks in a sequence. Contacts are enrolled into journeys deliberately.
Landing pages and forms
Create pages and capture enquiries into your CRM.
Surveys and assessments
Publish scored questionnaires, invite contacts and connect results with relevant action plans.
Sign-up forms
Collect enquiries and contact details through published forms, with consent choices and a record of submissions.
Automation history
Review recorded journey steps across contacts, filter failures and consent blocks, and open the contact or journey for context.
QR codes for published pages
Ask us about downloadable QR codes for supported published forms, surveys, landing pages and shop pages. Confirm the destination and account setup before printing.
Bookings and everyday work
Make appointments and responsibilities easier to coordinate.
Booking pages
Offer meeting types, available hours, notice periods and buffers on a personal booking page.
Calendar and time blocks
See your Ceni bookings and block out time you do not want to offer.
Google and Outlook calendars
Connect calendar availability and, where two-way sync is enabled, view and manage supported events in Ceni. Two-way sync is being rolled out by organisation; ask us about availability.
Zoom meeting connections
Create meeting links and file available transcripts against matching contacts when the Zoom connection and recording settings support it. Availability depends on your Zoom account and app access.
My work
See assigned tasks across clients and keep track of due dates and completion.
Tasks from documents
Review suggested tasks extracted from a document before creating them, where AI features are enabled.
Create meetings and invitations
Schedule a meeting with guests, choose its timezone and send calendar invitations. Zoom links require the host’s connected account.
Reschedule and cancel bookings
Move supported future bookings to an available time or cancel them, keeping the booking record and customer notifications together.
Projects and task boards walkthrough
Explore project teams, assigned tasks, list and board views, and timelines in your demo. We’ll confirm which workflows are available for your organisation.
Websites and content
Build your public presence around the information you already manage.
Website builder
Assemble pages with sections for services, team members and contact information.
AI website generation
Describe your business and request revisions to a generated website, where AI generation is enabled.
Website services and team
Manage the business information used on your public pages.
Preview, publishing and revisions
Preview your site, publish to a Ceni subdomain and restore earlier AI website revisions.
Media library
Keep reusable images and media together for your pages and content.
Static website imports
Upload a supported HTML homepage, review copied assets and the compatibility report, then preview before publishing. Scripts and unsupported interactive services are removed; ask us about availability.
Client Success content services
Ask about Authority Advantage and branded Documents & leaflets for eligible Client Success accounts. These services have their own access and setup; they are not included for every CRM user.
Courses and customer learning
Share knowledge and see how learners progress.
Course builder
Arrange modules and lessons with text, headings, images and video.
Learner enrolment and progress
Let learners enrol and return to their course from another device.
Written responses
Include questions that learners answer in their own words.
Scored assessments
Use the separate Surveys area for scored questions and tailored results. Course certificates and CPD credits are not currently offered.
Accountancy practice management
Connect client relationships with the work of running your practice.
Practice overview
See overdue work, approaching deadlines and jobs waiting on clients.
Practice client records
Keep services, periods and practice information alongside the client.
Recurring jobs and statutory deadlines
Coordinate work for annual accounts, corporation tax, confirmation statements and VAT returns.
Job ownership and tasks
Assign responsibility and track progress through client waiting, review and completion.
Services and fees
Maintain your practice service list and agreed client fees.
Engagement letters and client portal
Generate letters from published templates and offer them for signing through the portal.
Due-diligence records
Record identity checks, risk assessments and supporting evidence, with missing information highlighted.
Companies House information
Keep company information, officers and relevant dates connected to your practice records.
Xero client matching and balances
Match practice clients with Xero contacts for supported receivables information when connected and enabled.
Financial reviews and letters
Record review information, manage consent statements and prepare versioned review letters. Review data entry is currently carried out by staff.
Clients’ Xero connections
Link a client company to its own Xero organisation for read-only access to supported accounting information. This is separate from matching your practice’s unpaid fees. Connection access is limited during the pilot.
Monthly FD reports
Prepare monthly Finance Director reports from linked Xero data, review figures and commentary, and approve the exact client PDF before sharing it separately. Requires monthly reporting to be enabled.
Previous-report context
Retain checked advice and unresolved actions from earlier reports, with source references and staff review. Available where report history is enabled.
Consistent report headings
Review how Xero accounts map to report headings across comparison periods. Recheck changed mappings before approving a report, where heading profiles are enabled.
Your team and connected tools
Set up Ceni around how your organisation works.
Team roles and group access
Control what owners, admins, members and chat agents can access.
Organisation settings
Manage your organisation, shared records and account configuration.
Ceni assistant
Get in-product guidance while you work. AI capabilities depend on the features enabled for your account.
Integration management
See connection status and manage available apps from one place.
Xero subscription bills
Send invoices for your Ceni subscription and usage into Xero as bills when connected. This is separate from practice client balances.
Connection availability
Provider access, account permissions and rollout affect which connections you can use. We’ll confirm availability during setup; QuickBooks is not currently offered as a ready-to-connect integration.
Group chat
Give each group a shared chat room. Team members can opt in to receive messages and reply through WhatsApp when the required messaging service is configured.
Team KPI walkthrough
Explore individual targets and reporting periods in your demo. Confirm role access, reporting and notification options for your team.
Ceni Studio for dance schools
A connected school workspace in private preview. Book a Studio demo to confirm access, setup and current availability.
Pupils and family relationships
Keep pupil records and guardian relationships together, with pupil-view and billing permissions managed separately.
School programme and timetable
Plan terms, venues, rooms, classes and actual teaching dates. Set class rates and review pro-rata fees for remaining lessons.
Trials and admissions
Manage free trial bookings, waiting lists, reviewed place offers and parent welcome steps before staff confirm enrolment.
Teacher registers and absences
Give teachers their assigned classes and registers. Keep parent absence reports distinct from teacher-recorded attendance.
Show planning
Connect casting, running orders, rehearsals and costumes, with private published plans for parents and assigned teachers.
Parent web portal and school notices
Let parents view permitted pupil information, class plans, school notices and place offers through their own browser sign-in.
School shop preview
Publish uniform and merchandise catalogues with size, colour and collection or UK home-delivery estimates. Parent ordering and payments are not yet open.
Family fee administration
Review family balances, class fees and remaining-term quotes. Live payment collection and automatic onboarding email delivery are not enabled in the current preview.
Ceni for Studios iPhone app
Available in the UK App Store for invited adult parents, carers and teachers. View permitted classes and school messages; teachers can record attendance for assigned classes. Features depend on school setup and role.
Cleaning businesses
A dedicated cleaning workspace. Client tools, the rota and the crew inbox require the relevant account modules; confirm setup and availability in your demo.
Ceni Clean workspace
Open cleaning tools in their own workspace, with Clients, Rota, Crew inbox and Issues navigation where enabled.
Weekly rota view
Explore a week by person and day, with controls for draft shifts and recurring visits. Ask for a walkthrough of the publication workflow for your organisation.
Client and service-site walkthrough
Discuss cleaning requirements, access notes and client-site setup in your Clean demo.
Crew inbox walkthrough
Review the time-off and shift-change request workflow with the crew inbox module enabled for your organisation.
Ceni on your iPhone
Two free UK App Store downloads. Existing organisation or school access, appropriate permissions and an internet connection are required. Visit the Apps page to choose the right one.
Ceni team and client messaging
Read and reply to permitted conversations in the Ceni app. Clients reply in conversations their organisation starts with them.
Team inbox and contacts on the go
Read notifications, search permitted contacts, view details and add notes in the Ceni iPhone app. Other CRM tools remain on the website.
Notification and device preferences
Choose optional alerts, hide message previews and set an optional Face ID or device-authentication lock in Ceni.
Parent and teacher companion
Use Ceni for Studios for approved school access, linked children, classes and school messages, with registers for assigned teachers.
Let’s find the right fit.
Tell us what your business needs. We’ll show you the relevant features and explain how to set them up.
Book a demo