Centralize has made it much easier for our Sales and Customer Success teams to operate as one team.

One of the biggest benefits for me is having customer information and communication in one place. I can quickly find contacts and email addresses, and my CSM team has visibility into the conversations Sales is having with our customers. That context is incredibly valuable because it helps us stay aligned and deliver a more consistent customer experience.

I also really like the ability to share notes between Sales and Customer Success and to track success plan tasks and due dates. As a Customer Success leader, Centralize gives me a clear view of the overall account plan, what Sales is working toward, what Customer Success is focused on, and where we need to collaborate.

The biggest improvement I would like to see is a true two-way integration with Microsoft Teams. Since we operate heavily in Teams, being able to work seamlessly between the two platforms would make Centralize even more valuable for our organization.

Overall, Centralize helps break down the walls between Sales and Customer Success and gives us the visibility we need to move forward as one team around the customer. Review collected by and hosted on G2.com.

Limited integration with MS Teams. I would like have data flow both ways Review collected by and hosted on G2.com.