Ask questions and run real tasks by describing them — CentraView acts on your live pipeline. Then drop into the pipelines, reporting, and full CRM your team already relies on. All the depth of legacy software, none of the drag.
A real Claude-powered assistant that searches, creates, and updates records for you — grounded in your live data, with every step shown.
Contacts, sales, support, projects, accounting, and HR — one system of record, not five tools stitched together.
Workflows people actually adopt. New reps are productive on day one — not after a six-week rollout and a certification course.
Never priced per seat, so adding a teammate never changes the bill. Every plan includes the full CRM; Business adds advanced capability and integrations for larger teams.
Skip the filters and saved views. Describe what you want in plain language; CentraView returns the records, charts, or summary and can create or update them for you — with the reasoning shown.
2 accounts crossed 80% usage this month:
The AI and the structured CRM share one record. Drop into the pipeline board, forecast, and deal workspaces whenever you want to drive by hand — everything the assistant does is visible and editable here.
Fields, layouts, statuses, templates, branding, and permissions all flow through one configuration cascade: set a default once, refine it per workspace or per user. No consultant on month three.
Relabel anything, add custom fields and picklists, and arrange detail workspaces — with per-user layout overrides.
Define your own pipeline stages, ticket statuses, and project templates — reused across every workspace.
Roles and per-module rights, plus branding tokens that flow Platform → Partner → Workspace → User.
Spin up with guided setup and an AI assistant that helps configure your workspace around your data. No implementation partner, no professional-services invoice.
Lead with an AI-native CRM your clients actually want. A dedicated partner portal, a live customer roster, and co-branding down to every workspace.
Reflects CentraView's product direction while we're in dogfood — a positioning view, not a benchmark of shipped results.