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Centralize

CRM and revenue operations · by Centralize

Relationship intelligence platform with AI agents for relationship selling.

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What it does

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.

  • Relationship mapping
  • Multithreading
  • Network activation
  • Deal inspection
  • Account mapping
Category
CRM and revenue operations
Built for
Healthcare and life sciences
Users
Revenue teams, Sales, Customer success, Revenue operations and 1 more
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Free plan$0
    • New signups receive a 30-day Pro trial
    • No credit card required
  • EnterpriseCustom
    • Pro: $49/month per user

30-day free trial on paid plans

Prices as published by Centralize, checked Nov 2026.

Security and compliance

As reported by Centralize. Ask for audit reports before you buy.

  • SOC 2 Type IICompliant
  • RBACCompliant
  • Scoped OAuthCompliant
  • 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

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