What it does
CentrixOne combines contact and account management, sales opportunities and marketing tools. Lists and user permissions determine which customer records each person can see.
Choose Contacts for people and Accounts for companies in CentrixOne. When adding either record, select its list before filling in the fields. An email address also has a preferred correspondence language.
Use the Relations section to link relevant contacts, such as people at a headquarters and branch. The link opens the related card. If a colleague cannot find a customer, check enabled lists and that user's rights before creating another copy.
Create an account's contact from within that account. A contact can belong to only one account, and the guide does not provide later reassignment. Changing the associated company's name affects its contacts too.
Essential's communication limit
Essential allows 750 contacts/accounts per user and 750 emails per user each month, but those emails are individual messages sent from record cards. It does not provide a bulk mailing allowance. Subscriptions offer monthly or annual payment. Start now creates a two-week trial; existing users enter through Login.
Strengths
- People and company records can be used together or independently
- Related contact cards provide direct navigation between records
Watch out for
- Essential email access is limited to individual messages from a record card
- A contact can belong to only one account and cannot later be reassigned through the documented workflow
Best for
- Small sales teams maintaining linked people and company records
Sources
- CentrixOne official product and access information (Oct 27, 2026)
- CentrixOne contact and account guide (Oct 27, 2026)
- CentrixOne – CRM et marketing « tout-en-un ». (Oct 25, 2026)