Everything Your Team Needs in One Place
From pipeline management to field execution, CentrixIQ replaces disconnected tools with a unified system your team will actually use.
CRM & Sales Pipeline
Full-cycle pipeline management built for channel sales.
CentrixIQ provides manufacturers with essential CRM tools designed for the complexity of channel sales. Track retailers, manage contacts across your partner network, log activities, and maintain complete visibility into your go-to-market execution.
- Retailer and account profiles with full history
- Contact management across channels
- Activity logging and interaction timeline
- Opportunity and pipeline tracking
- Integration with ERP and market data
Account Profile
Retail Execution
Plan, execute, and verify in-store activity from anywhere.
Equip your field team with a powerful mobile toolkit for store visits. Plan routes, capture shelf conditions with photo verification, check pricing compliance, and log merchandising observations — all from a native app that works offline.
- Route planning and store visit scheduling
- Photo capture with shelf condition tagging
- Pricing compliance verification
- Planogram and display audit tracking
- Offline-first with automatic sync
- GPS-verified visit logging
Today's Route
AI Assistant
Ask questions in plain language. Get instant answers from your data.
IQ is your built-in AI assistant that understands your business. Ask natural language questions about accounts, pipeline, trade spend, and more. IQ surfaces highlights, trends, and recommended actions automatically — so your team spends less time digging and more time selling.
- Natural language queries across all data
- Proactive highlights and trend surfacing
- Meeting prep and account briefings
- Deduction and trade spend analysis on demand
- Quick actions — log visits, create tasks, pull reports
- Contextual suggestions based on your role
AI Insights
• Revenue up 12% MoM at Regional Grocery Co.
• 3 SKUs below velocity threshold — review needed
Analytics & Reporting
Real-time dashboards and deep analytics for smarter decisions.
Interactive dashboards give your team real-time visibility into revenue trends, distribution coverage, promotional ROI, and partner performance. Build custom reports, schedule automated delivery, and integrate with Microsoft Fabric and Power BI for advanced analytics.
- Interactive dashboards with drag-and-drop builder
- Revenue trends and distribution heatmaps
- Partner scorecards and KPI tracking
- Custom report builder with PDF/Excel export
- Microsoft Fabric and Power BI integration
- Scheduled report delivery by email
Executive Dashboard
Deductions & Financial
Stop losing money to unresolved chargebacks and deductions.
CentrixIQ gives you full visibility into invoice deductions with automated categorization, approval workflows, and trend analysis. Track every dollar, identify recurring issues, and resolve disputes faster — so your team recovers more and loses less.
- Automated deduction categorization
- Multi-step approval workflows
- Trend analysis and pattern detection
- Dispute resolution tracking
- Chargeback recovery reporting
- Integration with ERP and accounting systems
Deduction Tracker
Native Mobile Apps
Your entire platform in your pocket — online or offline.
CentrixIQ's native iOS and iPad apps put CRM, retail execution, and lead capture in your field team's hands. Works offline with automatic sync, built-in camera for shelf photos and business card scanning, and maps navigation for route optimization.
- Native iOS and iPad apps
- Full CRM access on mobile
- Offline-capable with real-time sync
- Camera integration for photos and OCR
- Maps navigation and route planning
- Push notifications and smart alerts
My Route
5 StopsDocument Management
Centralized storage with secure sharing and version control.
Organize sell sheets, trade agreements, brand guidelines, and marketing materials in one place. Share securely with external partners, maintain version control with check-in/check-out, and find anything instantly with full-text search.
- Centralized document libraries with folder structure
- Secure external sharing with access controls
- Segmentation by channel, brand, or partner
- Version history and audit trails
- Full-text search across all documents
- Microsoft 365 and cloud storage compatibility
Document Library
Lead Capture
Scan, capture, and qualify leads at trade shows in seconds.
Turn every trade show and industry event into a pipeline opportunity. Scan business cards and badges with OCR, rate and tag leads on the spot, add notes and follow-up tasks, and export everything to CSV. Works fully offline with auto-sync when you're back online.
- Business card and badge OCR scanning
- Lead rating and interest tagging
- Notes and follow-up task creation
- CSV export and CRM integration
- Offline capture with auto-sync
- Event and campaign tracking
Expo West 2026 Leads
Partner & Territory Management
Coordinate brokers, distributors, and territories from one place.
Get complete visibility into your channel partner network. Track broker and distributor performance with scorecards, assign and map territories, manage agreements with renewal alerts, and monitor commission structures — all in a unified view.
- Centralized broker and distributor profiles
- Territory assignment and coverage mapping
- Performance scorecards and KPI tracking
- Agreement management with renewal alerts
- Commission and incentive tracking
- Geographic coverage analysis
Partner Network
Connect Your Entire Tech Stack
37+ pre-built connectors keep CentrixIQ in sync with the tools your team already uses.
From ERP and accounting systems to syndicated data providers and collaboration platforms — CentrixIQ connects seamlessly so your data flows where it needs to, automatically.
- ERP & accounting (SAP, Dynamics, Oracle, Sage)
- Syndicated data (NIQ, Circana, SPINS, Crisp)
- Analytics (Power BI, Fabric, Tableau)
- Collaboration (Teams, Slack, SharePoint)
Enterprise-Grade Infrastructure
Built on Microsoft Azure with the Well-Architected Framework at its core.
CentrixIQ runs on a modern cloud-native stack — Azure-powered infrastructure with SOC 2 certification, 99.9% uptime SLA, and enterprise security baked in from day one. Your data stays protected while your team moves fast.
Platform Architecture
Ready to Get Started?
Discover how CentrixIQ can transform your business. Schedule a demo today.
Request a Demo