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Centralize
Relationship intelligence platform with AI agents for relationship selling.
What is Centralize?
Relationship intelligence platform with AI agents for relationship selling. Features include auto-generated Relationship Maps, Warm Connections via executive/investor/advisor networks, Contact Priorities, Ask Centra AI assistant, Stakeholder Autofill, Research & Plans, Job Change Alerts, Deal Health Nudges, and integrations with Salesforce, Google, Outlook, Slack, Gong, and more.
Product typeCRM & Revenue Operations
Pricing ·
Deployment
APINot available
What teams use Centralize for
Relationship mapping
Multithreading
Network activation
Deal inspection
Account mapping
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
RBAC
Scoped OAuth
Data encryption at rest and in transit
Customer-controlled data retention and deletion
DMARC email security policy and verification
Anti-malware deployed on end-user devices
Mobile device management (MDM)
Automated backups enabled
Business continuity and disaster recovery policy
Disaster recovery plans tested
Data recovery process established
Incident response policy established
Incident review process implemented
Audit log management process maintained
Infrastructure changes logged and require review
Unauthorized assets addressed and removed
Asset inventory maintained and asset management policy established
Code of conduct established
Confidentiality Agreement acknowledged by employees
Onboarding and offboarding processes established
Security awareness training conducted
Reference checks performed for employees
Physical access restricted
Software development lifecycle established
System changes internally and externally communicated
Risk assessments performed and risk management policy established
Vendor inventory maintained and vendor management program established
Vulnerability management policy established
Penetration testing findings remediated
Access granting process used and account inventory maintained
Dormant accounts disabled
Data inventory maintained and data management/retention policy established
Email account access restricted and email settings block malicious content
Active discovery tools used
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
