CentrixIQ Plans
Find the plan that fits how your team works.
Core
The essentials to run your operation
in one organized system.
Ideal for teams getting organized off spreadsheets.
- CRM & sales pipeline
- Item Management
- Document sharing
- AI assistant (IQ)
- Dashboards, web & mobile apps
- 1,000 AI credits / month
- Email & help center support
Pro
Everything in core,
plus your pick of the three modules.
Ideal for growing teams needing more flexibility.
- Core + Deductions Management
- Plus any 3 modules you pick:
- Warehouse & Inventory
- Invoice / PO / Sales tracking
- Advanced analytics
- Forecasting
- B2B Portal
- Retail Operations
- Trade Planning
- 5,000 AI credits / month
Premium
The complete platform.
Every module unlocked, no limits.
Ideal for established teams managing complex operations.
- All modules — no limit
- Deductions, trade planning & forecasting
- All retail, financial & analytics modules
- AI process automation
- SSO / OIDC, multi-tenant & offline mode
- Dedicated customer success manager
- 10,000 AI credits / month
Available Add-Ons
Compare
Feature Comparison
See exactly what's included in each plan.
Core includes its standard modules. Pro adds any 3 modules you choose — shown with below. Premium includes all modules.
| Feature | CoreCore | ProPro | PremiumPrem |
|---|---|---|---|
| CRM & Sales | |||
| CRMManage retailer accounts, contacts, opportunities, and sales activities in one place. | |||
| Sales pipeline managementTrack deals through stages, forecast revenue, and manage your sales funnel. | |||
| Item ManagementManage your product catalog, SKUs, and pricing tiers. | |||
| Document managementStore, organize, and share sell sheets, presentations, and brand assets. | |||
| Automatic activity loggingConnect Microsoft 365 Outlook to auto-capture emails and calendar meetings against the right accounts and contacts. No manual logging required. | |||
| Multi-pipeline supportRun multiple opportunity pipelines with custom stages per pipeline. Perfect for teams managing distinct sales motions side-by-side. | |||
| Guided selling & sales playbooksPrescriptive sales workflows that guide reps through industry-specific motions -- new item launches, retailer reviews, promotional planning -- with structured steps, required actions, and built-in coaching. | |||
| Sequences & lead nurturingAutomate multi-step email, call, and task sequences to nurture prospects and re-engage dormant accounts. Triggered by pipeline stage, activity, or time. | |||
| AI scoring Scores leads and opportunities so reps work the accounts most likely to close. | |||
| Retail Execution | |||
| Route planning & store visitsPlan optimized routes for field reps and log structured store visit reports. | |||
| CIQ Retail field app (iOS)Native iOS app for field teams to manage visits, audits, and tasks on the go. | |||
| Shelf & merchandising auditsVerify shelf conditions, pricing compliance, and merchandising execution in-store. | |||
| Offline modeContinue working without internet. Data syncs automatically when back online. | |||
| Financial | |||
| Purchase order managementCreate, track, and manage purchase orders from suppliers and vendors. | |||
| Sales order managementProcess and fulfill customer sales orders with status tracking and history. | |||
| Invoicing & pricing managementGenerate invoices, manage payment terms, and set customer-specific pricing tiers. | |||
| Warehouse managementTrack inventory levels, lot codes, expiration dates, and stock movements. | |||
| Trade & Deductions | |||
| Trade promotion planningPlan, budget, and schedule trade promotions across retailers and channels. | |||
| Promotional forecasting & lift analysisForecast promotional volume and measure actual lift vs. baseline sales. | |||
| Deduction tracking & categorizationAutomatically categorize retailer deductions and link them to promotions or invoices. | |||
| Deduction dispute & recoveryFile disputes, track resolution status, and recover invalid deductions. | |||
| Managed DeductionsCentrixIQ's team handles the full deduction lifecycle on your behalf -- categorization, dispute filing, follow-up, and recovery -- so your team doesn't have to. | |||
| Partners & Channels | |||
| Broker & distributor managementManage broker relationships, distributor networks, and partner performance. | |||
| Territory managementDefine geographic or account-based territories and assign reps or brokers. | |||
| B2B partner portalGive distributors and buyers a branded portal to place orders and view pricing. | |||
| Multi-tenant supportOperate multiple brands or divisions under one account with data isolation. | |||
| AI & Analytics | |||
| Interactive dashboardsVisual dashboards with drill-down capability for sales, distribution, and performance. | |||
| AI assistant (IQ) Ask questions in plain language and get instant answers about your business data. | |||
| Advanced analytics engine Predictive analytics, trend detection, and custom reporting across all modules. | |||
| AI-generated reports & dashboards Describe what you want and generative AI builds live, interactive reports and dashboards on the fly. Fully exportable to PDF, Excel, or shared links. | |||
| AI process automation Automate repetitive tasks like deduction categorization, alerts, and report generation. | |||
| AI credits / month Monthly allocation for AI-powered features. Additional packs available as add-ons. | 1,000 | 5,000 | 10,000 |
| Integrations & Platform | |||
| Standard connectorsPre-built connectors to the systems you already run, like QuickBooks and Microsoft 365. | |||
| API accessRESTful API for custom integrations and building on top of CentrixIQ data. | |||
| Webhooks & event streamingReal-time event notifications to trigger actions in external systems. | |||
| Business process automationConfigure approval workflows, automated notifications, and rule-based actions. | |||
| Syndicated data ingestionNIQ, Circana, SPINS, and other syndicated market data, brought into your workspace. The data itself is licensed from the vendor. | |||
| Security & Support | |||
| Tenant isolation & encryptionEvery customer's data is kept separate and encrypted, at rest and in transit. | |||
| Web & mobile appsAccess CentrixIQ from any browser or the native iOS app. | |||
| Email & help center supportEmail support and self-service knowledge base for all users. | |||
| Onboarding & trainingGuided implementation, data migration, and hands-on training for your team. | |||
| SSO / OIDCSingle sign-on via your identity provider (Entra ID, Okta, Google, etc.). | |||
| Dedicated customer success managerA named CSM who knows your business and helps you get the most from the platform. | |||
| Concierge Services | |||
| Managed DeductionsCentrixIQ's team handles the full deduction lifecycle on your behalf -- categorization, dispute filing, follow-up, and recovery -- so your team doesn't have to. | |||
| CentrixIQ ConciergeWhite-glove sales operations. CentrixIQ runs your entire commercial back-office -- ordering, invoicing, deductions, promotions, retailer coordination, and reporting -- with a dedicated team embedded in your business. | |||
| Add-Ons | |||
| Extra storageAdditional cloud storage for documents, images, and platform data. | |||
| AI credit packs Purchase additional AI credits beyond your monthly tier allocation. | |||
| Premium connectorsAdvanced integrations with specialized systems beyond the standard library. Included with Premium; available as an add-on for Core and Pro. | |||
| Syndicated DataNielsen IQ, Circana, SPINS, and other syndicated feeds, brought into your workspace. The data is licensed from the vendor and passed through at cost. | |||
One of the 3 modules you pick with Pro. Features marked with a sparkle consume AI credits from your monthly tier allocation.
FAQ
Common Questions
All subscriptions are annual commitments. You can choose to pay annually (with a discount) or quarterly. A one-time onboarding fee covers implementation, configuration, data migration, and initial training.
Yes. You can upgrade your subscription tier at any time during your term. Downgrades take effect at the start of your next renewal term.
AI credits are consumed when you use AI-powered features like insights, predictive analytics, recommendations, route optimization, and shelf analysis. Each tier includes a monthly allocation, and additional credit packs are available as an add-on.
At checkout — your subscription starts as soon as you sign up. The Startup plan works a little differently: we confirm your company is eligible first, so your card is saved when you sign up and charged only once your application is approved. Prefer a guided walkthrough before you buy? Talk to our team.
Onboarding includes platform configuration, data migration assistance, integration setup, and hands-on training for your team. The scope scales with your tier to ensure a smooth launch.
About the Platform
CentrixIQ is an AI-powered sales and trade platform for manufacturers, brokers, and distributors. It unifies CRM, trade promotion management, deduction tracking, retail execution, analytics, and AI into a single system, replacing the disconnected spreadsheets and tools most sales teams rely on today.
CentrixIQ is designed for companies that sell through distributors, retailers, and channel partners. Our customers include consumer goods and food and beverage manufacturers, natural products companies, wholesale distributors, brokers, and sales agencies. The platform is built around the specific workflows these teams use every day.
Most teams go live in days, not months. Onboarding includes platform configuration, data migration, integration setup, and hands-on training. The exact timeline depends on your data complexity and tier, but we aim to get you running quickly so your team sees value fast.
QuickBooks Online, Microsoft 365 Outlook, AI assistants such as Claude and ChatGPT through the CentrixIQ MCP server, and the REST API connect today, and our team connects Dynamics 365 Business Central, Sage 300, Power BI, Power Automate, n8n, and Zapier with you. On our roadmap: more ERP systems (Dynamics 365 Finance & Supply Chain Management, NetSuite, SAP), market data (NIQ, Circana, SPINS), e-commerce (Shopify, Amazon), and collaboration (Teams, Slack). Browse the full connector library.
Yes. CentrixIQ is built on Microsoft Azure with a zero-trust architecture. Our SOC 2 Type 1 audit is in progress. We encrypt data at rest and in transit, isolate every tenant at the database level with row-level security enforced by an automated conformance test, and support enterprise SSO/OIDC. Learn more about our security posture.
CentrixIQ includes a full CRM designed specifically for channel sales workflows. It handles retailer contacts, sales pipeline, activity logging, and account management. Many customers replace generic CRMs (or spreadsheets acting as CRMs) with CentrixIQ because it's purpose-built for the industry. If you need to keep an existing CRM, a HubSpot connector is on the roadmap, and other CRMs can connect through the CentrixIQ REST API.
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