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Centralize

usecentralize.com

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Spec score 9.0 #3 of 20 in Account Planning Software

What it is

Centralize is relationship intelligence software for enterprise revenue teams. It maps buying committees, identifies stakeholders a team has not met, surfaces warm paths into accounts and recommends next steps. Its org charts and account maps use CRM, email and call information, including stakeholder engagement. Sales, customer success, leadership and a customer’s champion can share maps to coordinate executive sponsorship, handoffs and account strategy. Centralize also recommends outreach from warm introductions across the team’s network. Its Centra assistant answers deal questions; the Pro plan adds AI priorities and drafted outreach. The Slack app can send job-change notifications and event-preparation briefs, and users can ask deal questions there. Listed integrations include Salesforce, Slack, Gmail, Outlook, Google Calendar, Notion and Gong. The product is available on the web and as an extension. Its Free plan costs nothing and includes five Standard accounts. Pro costs $49 a month billed per user, with 50 Standard accounts, five Smart accounts and per-user enrichment credits. A 30-day trial is also listed. Security provisions include SOC 2 Type 2, SSO, role-based access control, scoped OAuth, encryption at rest and in transit, and customer-controlled data retention and deletion.

Spec sheet

What it does
Centralize is relationship-intelligence software for enterprise sales teams that maps buying committees, finds missing stakeholders, surfaces warm paths and recommends next actions.Read 14 Oct 2026 · usecentralize.com
Purpose
Centralize is relationship intelligence software for enterprise revenue teams that maps buying committees, identifies missing stakeholders, reveals warm paths, and recommends next steps.Read 7 Oct 2026 · usecentralize.com
Trial
New signups receive 30 days of Pro with five Smart accounts and enrichment credits without entering a credit card.Read 14 Oct 2026 · usecentralize.com
Integrations
Listed connections include Salesforce, Slack, Gmail, Outlook, Google Calendar, Notion and Gong, with more integrations available.Read 14 Oct 2026 · usecentralize.com
Security
The site states that Centralize has SOC 2 Type 2, SSO, role-based access control, scoped OAuth, encryption at rest and in transit, and customer-controlled data retention and deletion.Read 7 Oct 2026 · usecentralize.com
Support
The Enterprise plan includes dedicated Slack support.Read 7 Oct 2026 · usecentralize.com
Company
Y Combinator lists the company as founded in 2023 and located in San Francisco.Read 7 Oct 2026 · ycombinator.com
Account insights
The product provides account and stakeholder insights plus outreach recommendations inside the workflow.Read 14 Oct 2026 · usecentralize.com
Account mapping
It builds org charts and stakeholder maps from CRM, email, and calls, showing engagement and stakeholders the team has not met.Read 7 Oct 2026 · usecentralize.com
Account maps
The product builds org charts and account maps from CRM, email and call data, showing engaged, inactive and missing stakeholders.Read 14 Oct 2026 · usecentralize.com
AI assistant
Centra answers deal questions such as who controls budget or how to reach a CRO in seconds.Read 14 Oct 2026 · usecentralize.com
AI limitation
The Slack documentation warns that AI-generated responses can be inaccurate.Read 14 Oct 2026 · usecentralize.com
Billing
Individual plans are billed monthly; annual billing is supported for custom Enterprise plans.Read 7 Oct 2026 · usecentralize.com
Billing terms
Individual plans are monthly, while annual billing is offered for custom enterprise plans.Read 14 Oct 2026 · usecentralize.com
Buying committee coverage
Stakeholder maps are designed to show buying-committee coverage and multithreading gaps.Read 14 Oct 2026 · usecentralize.com
Collaboration
Sales, customer-success staff, leadership and champions can collaborate on one shared deal map with reach-out requests and account context.Read 14 Oct 2026 · usecentralize.com
Company product description
Crunchbase describes Centralize as an AI relationship-intelligence platform for mapping and managing enterprise deal relationships.Read 14 Oct 2026 · crunchbase.com
Company profile
LinkedIn describes Centralize as a privately held technology, information and internet company founded in 2023 with 11–50 employees.Read 14 Oct 2026 · linkedin.com
Documentation depth
Public maker documentation consists of product, pricing, Slack setup guidance, blog posts and an llms.txt index; no public REST API or SDK reference was identified on those pages.Read 14 Oct 2026 · usecentralize.com
Enrichment limits
Pro includes 1,000 email and 100 phone enrichment credits per user, with each revealed contact consuming one credit.Read 14 Oct 2026 · usecentralize.com
Free plan limit
The Free plan includes 5 Standard accounts, while the Pro trial includes 5 Smart accounts and full enrichment credits for 30 days.Read 7 Oct 2026 · usecentralize.com
Free tier
The Free plan costs $0 per month and is limited to five Standard accounts.Read 14 Oct 2026 · usecentralize.com
Funding
Crunchbase lists three funding rounds and a Series A led by New Enterprise Associates, while masking the dollar amounts.Read 14 Oct 2026 · crunchbase.com
Headquarters record
Crunchbase lists San Francisco, California, United States as headquarters and 11–50 employees.Read 14 Oct 2026 · crunchbase.com
Independent site safety finding
ScamAdviser marked usecentralize.com as very likely safe, citing valid SSL and DNSFilter labeling, while flagging low traffic rank and a registrar associated with many low-trust sites.Read 14 Oct 2026 · scamadviser.com
Legal entity
Crunchbase lists the legal name as Collate Labs, Inc., with Rachit Kataria and William Wang as founders.Read 14 Oct 2026 · crunchbase.com
Limit: review evidence
G2 says there are not enough Centralize reviews to provide buying insight.Read 14 Oct 2026 · g2.com
MCP extensibility
The Pro plan explicitly includes MCP access for connecting AI tooling to Centralize.Read 14 Oct 2026 · usecentralize.com
Notable news: customers
Crunchbase News named CoreWeave, Cognition, Decagon, Brex, Webflow, LangChain and MaintainX among Centralize customers.Read 14 Oct 2026 · news.crunchbase.com
Notable news: funding
Crunchbase News reported on July 29, 2026 that Centralize raised $15 million in a Series A and had raised $19 million including its prior seed round.Read 14 Oct 2026 · news.crunchbase.com
Notable news: launch
Crunchbase News reported that Centralize brought its primary product to market in December 2024 after being founded through Y Combinator's Winter 2024 batch.Read 14 Oct 2026 · news.crunchbase.com
Rating on G2
0.0 out of 5 from 0 reviewsRead 14 Oct 2026 · g2.com
Security compliance
The Trust Center marks the company SOC 2 Type 2 compliant and lists encrypted data, backups, disaster-recovery controls, audit logging and penetration testing.Read 14 Oct 2026 · trust.usecentralize.com
Security controls
Centralize states that it provides SOC 2 Type 2, SSO, RBAC, scoped OAuth, encryption at rest and in transit, and customer-controlled retention and deletion.Read 14 Oct 2026 · usecentralize.com
Slack app
The Slack app offers Centra chat, calendar-event briefs and job-change notifications configured through Centralize integrations and Slack channels.Read 14 Oct 2026 · usecentralize.com
Slack features
The Slack app can send job change notifications and event preparation briefs, and users can ask Centra questions about deals.Read 7 Oct 2026 · usecentralize.com
Smart-account definition
A Smart account receives live org charts, relationship scoring and missing-stakeholder detection; Standard accounts provide maps without always-on intelligence.Read 14 Oct 2026 · usecentralize.com
Trial conversion
If no payment method is added after the trial, the account automatically moves to Free while retaining maps.Read 14 Oct 2026 · usecentralize.com
Warm introductions
Centralize identifies warm introductions through a sales team's relationship network.Read 14 Oct 2026 · usecentralize.com

Plans and prices

Free Free $0 / month 5 Standard accounts · automatic org charts and account maps · LinkedIn warm connection sync · Chrome extension and manual contacts · email and calendar integrations Read 14 Oct 2026 · usecentralize.com
Pro $49 a month $49 / month per user 50 Standard accounts · 5 Smart accounts · extra Smart accounts $5/month each · Centra AI strategist · MCP access · suggested contacts and org charts · AI priorities and drafted outreach · 1,000 email and 100 phone enrichment credits Read 14 Oct 2026 · usecentralize.com
Enterprise Priced on request Custom Everything in Pro · Salesforce integration · call recorder and sequencer integrations · SSO · MFA · dedicated Slack support Read 14 Oct 2026 · usecentralize.com

Every Centralize plan and price →

Strong points and limits

Strong points

  • Builds account maps from CRM, email and calls.
  • Surfaces warm introductions across the team's network.
  • Shared maps support handoffs and executive sponsorship.
  • Free plan includes five Standard accounts.
  • Lists encryption and customer-controlled data retention.

Limits

  • Free plan is limited to five Standard accounts.
  • Pro costs $49 a month per user.
  • Enterprise pricing is custom and not listed.

Who it suits

Centralize suits revenue teams coordinating account strategy across sales, customer success and leadership. It is also relevant to teams that want to map stakeholders and identify warm introductions.

Centralize in depth

Read the full write-up

Centralize is relationship intelligence software for revenue teams working across complex accounts. It is best suited to organizations that need sales, customer success and leadership aligned around buying committees. Its strongest case is connecting stakeholder maps to warm introductions and coordinated action.

Overview

Centralize builds org charts and stakeholder maps from CRM, email and calls, pairing account engagement with people the team has not yet met. That makes it useful for spotting coverage gaps, not merely recording known contacts. Warm paths through the team's network and recommended outreach help turn those gaps into next steps.

Shared maps let sales, customer success, leadership and a customer's champion coordinate executive sponsorship, handoffs and account strategy. This is a focused choice for relationship-led revenue work; teams seeking only a static account-planning workspace may not need its network and coordination features.

Key features

Account intelligence and outreach

Stakeholder mapping, relationship maps and CRM synchronization give teams a common view of account contacts and engagement. The product surfaces warm introductions across the team's network and recommends outreach in the workflow. Those capabilities are most useful when reaching the right people depends on relationships across several colleagues.

Team coordination and AI

Teams can share account maps and plan sponsorship, handoffs and strategy together. Centra answers deal questions; on Pro, it also provides AI priorities and drafted outreach. Slack adds job-change notifications, event-preparation briefs and deal questions, extending coordination beyond the maps themselves.

Integrations and security

Centralize integrates with Salesforce, Slack, Gmail, Outlook, Google Calendar, Notion and Gong. Its stated safeguards include SOC 2 Type 2, SSO, role-based access control, scoped OAuth, encryption at rest and in transit, and customer-controlled data retention and deletion. These controls suit teams handling sensitive account relationships, though buyers should check which plan includes the controls they require.

Pricing

Centralize is freemium, with individual plans billed monthly and a 30-day trial. The Pro trial includes five Smart accounts and full enrichment credits for 30 days, giving teams a time-limited way to assess enriched account coverage before committing.

PlanPriceWhat it includesFreefreeFive Standard accounts, automatic org charts and account maps, LinkedIn warm-connection sync, Chrome extension, manual contacts, and email and calendar integrations.Pro$49 a month, billed per user50 Standard accounts, five Smart accounts, 1,000 email and 100 phone enrichment credits per user. Additional Smart accounts cost $5 / month per account.EnterpriseCustom pricingEverything in Pro, Salesforce integration, call recorder and sequencer integrations, SSO, MFA and dedicated Slack support. Annual billing is supported for custom Enterprise plans.Free is a useful way to map a small set of accounts, but its five-account ceiling makes it a narrow fit for a full revenue team. Pro raises the Standard account allowance and adds per-user enrichment credits, but the five Smart accounts and extra-account charge matter for teams that need broader enriched coverage. Enterprise is the fit for organizations needing Salesforce, additional integrations or dedicated support; custom pricing makes it harder to budget against a fixed per-user rate.

Platforms

Centralize runs on the web and as an extension. The Chrome extension and manual contacts are included with Free.

Who it's for

Centralize suits revenue teams managing complex accounts where several functions need to coordinate access to decision-makers. Its shared maps and warm-path recommendations are especially relevant when teams need to identify missing stakeholders and use existing relationships to reach them. A team with only a handful of accounts can start on Free; broader use is more likely to require Pro or a custom Enterprise arrangement.

Pros and cons

Pro: Maps combine account engagement with missing stakeholders, making coverage gaps visible rather than leaving teams with a contact list.

Pro: Warm introductions and recommended outreach connect relationship mapping to practical follow-up.

Pro: Shared planning spans sales, customer success, leadership and a customer's champion, supporting coordinated sponsorship and handoffs.

Con: Free covers only five Standard accounts, limiting its usefulness for teams managing a wider portfolio.

Con: Pro charges per user and limits Smart accounts to five before additional accounts cost $5 / month each.

Con: Enterprise uses custom pricing, so teams needing its integrations and support cannot compare it against a fixed published rate.

Alternatives

For a broader account-planning shortlist, see Account Planning Software.

Visioner is worth considering for teams seeking mobile as well as web access: it supports Android and iOS, and its Basic plan is $12 a month for 10 accounts, with email archiving and 100 monthly credits.

Kandir may suit buyers who want a lower-cost, per-account plan: Individual is $10 a month per account plan, with a minimum of five plans; its free tier covers one account plan.

Prolifiq CRUSH is an alternative for teams prioritizing relationship maps and AI map building, with mobile apps and a trial; its Crush starting rate is $54 a year per user, billed annually.

BuyerRadar may fit teams focused on contact enrichment and analytics: Professional is €50 a month and includes 2,000 credits, AI contact autofill, advanced analytics and API access.

Encompass-CX is another web-based paid option with a free trial.

GSP Account Planner may suit buyers who prefer company-wide pricing: its AppExchange monthly plan is $450 a month for unlimited users.

Distribute Strategic Account Plan is a completely free web-based account-plan generator for buyers who need a simple no-cost starting point.

InterAction+ is another paid option, with web, Android, iOS and self-hosted platforms.

Verdict

Choose Centralize if your revenue team needs to see who is missing from an account, find warm routes to them and coordinate the work across functions. Its relationship mapping and shared workflow are the main reasons to choose it. Look elsewhere if five accounts are too few for a free evaluation, per-user Pro pricing is difficult to scale, or you need a fixed Enterprise quote before committing.

Verdict

Centralize combines account mapping, relationship paths and team coordination in one workflow. Check account limits and per-user pricing against the size of the revenue team.

Where Specifiction places it

Alternatives to CentralizeAll alternatives →