Question 1

How does business development work in Censara?

Accepted Answer

BD is a first-class workspace in Censara. The Opportunities page brings leads, projects, account plans, mandates and candidate-led pitches into one connected view — all linked to your CRM contacts, companies and jobs, with Felix prompting next moves.

Question 2

What is a Project in Censara?

Accepted Answer

A Project is Censara's unit of BD work. Each project has a brief (what it is, who it's for, what success looks like), linked entities (candidates, contacts, companies, leads, jobs, lists), an activity tracker, an AI journal that logs progress, and a project-scoped Felix instance aligned to the project's goal.

Question 3

How does Felix help with BD?

Accepted Answer

Each project gets a dedicated Felix instance that's context-aware and focused on the project's goal. Felix suggests next steps, surfaces signals (job changes, funding rounds, headcount shifts), and helps build and run BD outreach sequences on top of Smart Lists.

Question 4

Can I run outreach sequences as part of BD?

Accepted Answer

Yes. Smart Lists + Plays + Triggers turn a target account list into an always-on BD engine. Plays are reusable multi-step sequences; Triggers fire them based on events; Smart Lists re-evaluate themselves as data changes so your audience stays current.

Question 5

How do account plans work in Censara?

Accepted Answer

Account plans live inside Projects. They track relationship history, linked contacts, open mandates, revenue, and the AI journal — a continuous log of what's happened on the account. Felix keeps you on top of what needs attention without manual reviewing of notes.

Track opportunities – Censara

What's in the workflow