One Platform for Every Brand You Represent.

Manage every principal's CRM, trade promotions, deductions, and retail execution from a single system. Give your team one login, one dashboard, and one source of truth.

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What You Get

Every Brand, Every Retailer, One System.

Your reps manage dozens of brands and hundreds of retail relationships. Give them tools built for multi-principal operations instead of manufacturer-centric CRMs that don't fit.

CRMPipeline & contacts Trade PromotionsMulti-brand planning DeductionsTracking & recovery Retail OpsStore visits & audits AnalyticsCross-brand reports PartnersPrincipals & territories AI AssistantPortfolio intelligence

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Why CentrixIQ

Built for Multi-Principal Operations

Multi-Brand Management

Manage every principal's products, contacts, and activities in a single platform. Switch between brand views instantly. No more juggling separate systems per manufacturer.

Cross-Principal Visibility

See trade spend, deductions, and retail performance across your entire portfolio. Report to each manufacturer with the detail they need from data you already have.

Unified Field Execution

Your reps visit the same stores for multiple brands. Give them one mobile app for all store visits, photo capture, and objectives -- regardless of which principal they're servicing.

AI Assistant

Meet IQ

Ask questions in plain language. Get answers instantly.

Cross-brand sales velocity and distribution
Manufacturer performance comparisons
Distribution gaps across your portfolio
Meeting prep and QBR briefings per principal
Quick actions: log visits, create tasks, pull reports

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Platform

Enterprise Grade. Built for You.

Built on Microsoft Azure with 99.9% uptime SLA. SOC 2 Type II certified. 30 pre-built connectors including NIQ, Circana, SPINS, and direct ERP integrations with your principals.

Azure Cloud

SOC 2 Type II

LLM / ML

30 Connectors

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FAQ

Common Questions from Sales Agencies

CentrixIQ is an AI-powered platform designed for multi-principal sales operations. It lets your team manage CRM, trade promotions, deductions, and retail execution for every brand you represent from a single login. Instead of juggling separate systems per manufacturer, your reps get one dashboard, one mobile app, and one source of truth across all principals.

CentrixIQ is built around multi-principal architecture. Each brand's products, contacts, trade spend, and activities are organized under their own principal profile, but your team sees everything in a unified view. You can switch between brand views instantly, run cross-portfolio analytics, and generate per-manufacturer reports — all without logging into separate systems.

Yes. Your reps visit the same stores for multiple principals, so CentrixIQ gives them one mobile app for all store visits, photo capture, shelf audits, and objectives — regardless of which brand they're servicing. Visit data is automatically tagged to the right principal for reporting, so manufacturers get clean, separated reports while your team works efficiently.

CentrixIQ tracks trade promotions and deductions per principal, giving you cross-portfolio visibility into total trade spend while keeping each manufacturer's data separate for reporting. You can plan promotions, forecast ROI, and recover deductions for every brand you represent — and report to each principal with the detail they need from data you already have.

Standard CRMs are built for single-company sales teams. CentrixIQ is built for agencies that represent multiple manufacturers. It includes multi-principal data architecture, cross-brand retail execution, per-principal reporting, trade promotion management, and deduction tracking — capabilities that don't exist in generic CRM platforms. Plus, the AI assistant understands your portfolio context and can prep meeting briefs per principal.

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