The product

Everything your team needs. One system of record.

Sales, support, projects, accounting, HR, and contacts — all in one place, all sharing one record, and all reachable by simply asking. No five-tool stack, no sync jobs, no swivel-chair.

Join the waitlist → See the modules

Sales / Pipeline Search or ask AI… ⌘K

DISCOVERY

Halvorsen
$68.4k

Kettle Fin.
$21.0k

PROPOSAL

Meridian
$52.9k

NEGOTIATION

Lumen
$41.3k

CLOSING

Orbit
$33.0k

One platform, every function

Nine ways your team already works — unified.

AI Assistant

Ask in plain English; it searches, creates, and updates records for you. Real Claude, tool-calling into your live CRM, with the reasoning shown.

Contacts

People & companies with search-as-you-type, dedupe & merge, lists, custom fields, and admin-gated CSV import.

Sales

Pipeline board, forecast, and list views; deal workspaces; proposals & templates; configurable stages and probabilities.

Support

Tickets with queues & saved views, canned replies, FAQs & knowledge base, a branded customer portal, and email-to-ticket.

Projects & time

Project boards, task trees, a global tasks view, cascading templates, and time tracking with a timesheet grid and timer.

Accounting

Orders, invoices, payments, credits & refunds; products, bundles & inventory; vendors, purchase orders, and GL accounts.

HR

Employees with a software-access panel, timesheets & expense approvals, and a versioned handbook with suggestions.

Marketing

Campaigns, marketing lists, events, and literature — organized in the same record. Sending & journeys on the roadmap.

Mailbox sync

Connect Gmail, Microsoft 365, or IMAP/SMTP. Email is associated to the right contacts and threaded to tickets automatically.

Plus the essentials everywhere: global search & a ⌘K command palette, calendar, notes, activities, notifications, and one login across every workspace you belong to.

The difference

The AI isn't a chatbot bolted on. It drives the CRM.

CentraView's assistant is a real Claude integration with streaming responses and tool-calling into your live data. It searches contacts, deals, and tickets; creates and updates records; and shows every step — so you can trust what it did and click straight to the source.

—Grounded in your records, not a generic model

—Every action is logged, reversible, and reviewable

—Conversations persist across sessions

Create a deal for Orbit Studios, $30k, Discovery

Created deal · Orbit Studios

Done — Orbit Studios added to Discovery at $30,000. Want me to assign an owner or set a close date?

Configuration cascade

Shape it to how you work — not the other way around.

Fields, layouts, statuses, templates, branding, and permissions all resolve through one cascade: Platform → Partner → Workspace → User. Set a default once; refine it anywhere below.

Fields & layouts

Relabel anything, add custom fields and picklists, and arrange detail workspaces — with per-user layout overrides.

Statuses & templates

Your own pipeline stages, ticket statuses, and project & task templates — reused across every workspace.

Branding & permissions

Roles with per-module rights, plus branding tokens that flow all the way to the customer portal.

See the whole thing on your own data.

We're in dogfood now and opening early access soon. Join the waitlist and we'll set you up on your real pipeline.

Join the waitlist →