Centralize

Centralize is relationship intelligence software for revenue teams working complex accounts. It is best suited to teams that need to coordinate stakeholder coverage and introductions across sales, customer success and leadership. Its advantage is connecting account maps to warm paths and recommended outreach; its free tier is narrow, and advanced integrations require Enterprise.

Overview

Centralize builds org charts and stakeholder maps from CRM, email and calls, combining engagement signals with visibility into people the team has not yet met. That makes it more useful for finding coverage gaps than a static account chart. Warm introductions through the team's network and recommended outreach connect those maps to next steps.

Shared maps let sales, customer success, leadership and a customer's champion coordinate executive sponsorship, handoffs and strategy. This is a focused choice for relationship-led account work, not a general-purpose CRM or a substitute for Salesforce integration on a lower-cost plan.

Key features

Account mapping and introductions

Seeing known stakeholders alongside missing ones helps teams identify whom they still need to reach. Centralize's warm-path recommendations can reveal an existing route to those people, which is particularly useful when several colleagues or a champion can help open doors. Teams with straightforward accounts may not need this extra layer of relationship intelligence.

Collaboration and AI

Cross-functional map sharing supports coordinated account strategy and handoffs. Centra answers questions about deals; Pro adds AI priorities and drafted outreach, giving users a way to turn account context into suggested actions. Those AI features are not part of Free.

Integrations and security

Centralize lists Salesforce, Slack, Gmail, Outlook, Google Calendar, Notion and Gong integrations. Its Slack app can send job-change notifications and event-preparation briefs, and users can ask Centra about deals. Salesforce integration, however, is reserved for Enterprise. Security measures 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. SSO is also an Enterprise feature.

Pricing

Centralize has a Free plan at no cost and a 30-day Pro trial. Individual plans are billed monthly; custom Enterprise plans support annual billing.

• Free: free. Includes 5 Standard accounts, automatic org charts and account maps, LinkedIn warm connection sync, a Chrome extension, manual contacts, and email and calendar integrations. The five-account ceiling makes it a limited way to assess the product, not a broad team rollout.
• Pro: $49 a month, billed per user. Includes 50 Standard accounts, 5 Smart accounts, 1,000 email and 100 phone enrichment credits per user, plus AI priorities and drafted outreach. Additional Smart accounts cost $5 / month per account. The Pro trial includes 5 Smart accounts and full enrichment credits for 30 days, so teams can evaluate enriched account coverage before paying.
• Enterprise: custom pricing, with annual billing supported. Includes everything in Pro, Salesforce integration, call recorder and sequencer integrations, SSO, MFA and dedicated Slack support. It fits organizations that need those integrations or access controls, but requires a custom quote.

Free provides only 5 Standard accounts, while Pro adds Smart accounts and per-user enrichment credits. Teams that need Salesforce, MFA or dedicated support must move beyond Pro; the upgrade is a meaningful requirement rather than an optional convenience for those workflows.

Platforms

Centralize is available as a web product and browser extension. Its email and calendar integrations support account context, while the extension and manual contacts give users another way to work with account information.

Who it's for

Centralize suits revenue teams managing buying committees across multiple functions, especially when identifying missing stakeholders and finding warm introductions are central to account strategy. Pro is the practical starting point for teams that need more than five accounts or want AI priorities and outreach drafts. Teams needing Salesforce integration, MFA or dedicated Slack support should consider Enterprise. Those seeking only a simple plan for a handful of accounts may be adequately served by Free.

Pros and cons

• Pro: Combines stakeholder maps, engagement context and warm introductions, helping teams find coverage gaps and routes into accounts in one workflow.
• Pro: Shared maps support coordination among sales, customer success, leadership and a customer's champion, rather than leaving account strategy with one owner.
• Pro: Free includes core mapping and warm-connection features at no monthly cost, and Pro has a 30-day trial with Smart accounts and full enrichment credits.
• Con: Free is capped at 5 Standard accounts, limiting its usefulness for teams managing a wider book of business.
• Con: Salesforce integration, MFA and dedicated Slack support are Enterprise-only, with custom pricing.
• Con: Pro's enrichment allowance is per user, and adding Smart accounts beyond the included five incurs an additional monthly per-account charge.

Alternatives

For a wider comparison, browse Account Planning Software.

• Visioner is a freemium option on Android, iOS and web, with a Basic plan at $12 a month that includes 10 accounts, a BCC outbound archive, 100 archived emails per month, a manual review queue and 100 Visioner Credits per month. Choose it when those account-archiving and review features matter more than Centralize's shared stakeholder mapping.
• Kandir offers a free plan for one account plan and a monthly Individual plan at $10 per account plan, with a minimum of five account plans. Consider it when a per-account-plan price and a limited free starting point better fit your needs.
• Distribute Strategic Account Plan is a completely free web-based generator that asks for an email address to send a copy and product updates. Pick it when you need a free account-plan generator rather than relationship intelligence and ongoing shared maps.
• InterAction+ is a paid option for Android, iOS, self-hosted and web environments; contact LexisNexis for a demo or quote. Consider it if those platform options suit your deployment needs.
• Altify is a paid web and API option with quote-based annual pricing that depends on selected solutions, user count and whether Revenue Services are included. Consider it if those solution and service choices fit your requirements.
• Backstory Account Strategy & Execution is a paid web, API and extension option with custom pricing, charging for people whose customer activity powers the platform and for answers consumed. Consider it if that usage-based structure suits your team.
• BuyerRadar is freemium and available on web, API and extension, with a Professional plan at €50 a month that includes 2,000 monthly credits, AI contact autofill, advanced analytics and API access. Consider it when those contact-enrichment and analytics features are the priority.
• Encompass-CX is a paid web option with a free trial; contact the vendor or book a briefing. Consider it if you want to evaluate that alternative before discussing a quote.

Verdict

Choose Centralize if your revenue team needs shared account maps, missing-stakeholder visibility and warm introduction paths in one workflow. Pro is the strongest fit for teams that need broader account coverage, enrichment and AI-assisted next steps. Look elsewhere if you need Salesforce integration or enterprise controls without custom pricing, or if a small number of accounts does not justify a dedicated relationship-intelligence tool.