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Product review

Centralize

Centralize

Relationship workspace for enterprise deal teams

Category

Sales Intelligence

Key features

Automatic org charts and account maps

Buying committee coverage gaps

Next best action recommendations

01 — Overview

What is

Centralize

Centralize builds live account maps and org charts from CRM, email, calendar and call data so deal teams see who is engaged, who is missing and what to do next. It recommends next best actions, surfaces warm introductions through the team's network and supports shared account plans across sales, CS and leadership. An AI strategist answers questions about accounts, such as who owns the budget.

02 — Who it’s for

Ideal Customer Profile

Built for enterprise sales, account management and customer success teams at companies from Series A to post IPO running multi stakeholder deals.

03 — Capabilities

Key Features

Automatic org charts and account maps

Buying committee coverage gaps

Next best action recommendations

Warm introduction paths

Shared account planning

AI account strategist

06 — FAQ

Frequently Asked Questions

What is Centralize used for?

Centralize maps accounts and buying committees so deal teams can multithread, find gaps and plan next steps on large deals.

Who is Centralize for?

It serves enterprise deal teams at companies from Series A to post IPO. Customers named include Brex, Webflow, Amplitude and Intercom.

Which tools does Centralize integrate with?

It connects to Salesforce, Slack, Gmail, Outlook, Google Calendar, Notion and Gong.

Is Centralize secure for enterprise use?

The site lists SOC 2 Type 2, SSO, role based access control, scoped OAuth and encryption at rest and in transit.

Ready to try

Centralize

Relationship workspace for enterprise deal teams