AccountsTerritory, strategic scope, relationships and commercial coverage.
Intelligent business development CRM ยท Launching August 2026
Relationship memory that keeps commercial work moving.
Sentria connects accounts, contacts, workstreams, calendar activity, events, leads, deals and follow-up work in one relationship-led operating model. Teams see the context behind each opportunity, the motion around every stakeholder and the next useful action.
Multi-organization workspaces
Connected relationship timelines
Configurable pipelines
Reviewable enrichment
ContactsRoles, history, source confidence and warm relationship paths.
WorkstreamsInitiatives that connect stakeholders, offers and active motion.
Leads and dealsOwners, stages, collaborators, value and next commercial steps.
ActivityMeetings, tasks, reminders, events and relationship evidence.
Value in motion
Three commercial journeys, one shared memory.
Sentria is designed around how relationship-led teams actually develop business: build a trustworthy base, convert context into coordinated action, and govern opportunity progression without losing the human story.
Build a living relationship base
Bring people and accounts together with source, freshness and relationship context instead of treating them as isolated address-book rows.
- Account and contact intelligence
- Domains, regions and strategic scope
- Relationship and account graphs
- Searchable, saved directory views
Turn context into commercial motion
Connect workstreams, calendar events, tasks and follow-ups to the same entities so priorities survive handovers and busy weeks.
- Command and workstream views
- Entity-linked calendar and tasks
- Event and follow-up context
- Upcoming and historical motion
Move opportunities with control
Shape pipelines around the business, keep ownership explicit and make stage movement, collaborators and commercial dates visible.
- Leads, deals and conversion
- Multiple configurable pipelines
- Owners and deal collaborators
- Auditable stage transitions
Working surface
Every daily view contributes to the same commercial picture.
Sentria keeps directory work, opportunity management, planning and market context connected. Users can move from the big picture to the account, person, lead or deal without rebuilding the story.
Priority workspace
Current pressure, active workstreams and next actions.
Commercial coverage
Attributes, relationships, contacts, leads, deals and enrichment.
Stakeholder memory
Roles, channels, history, confidence and account paths.
Initiative control
Connected commercial motions with ownership and priority.
Early opportunity
Source, priority, next action and conversion into deals.
Pipeline execution
Stages, value, collaborators, offerings and close timing.
Time and follow-up
Meetings, events and future work tied to CRM entities.
Offer context
Products, services and partner offers linked to opportunity paths.
Entity motion
See what happened, what is due and what should happen next.
Accounts, contacts, leads and deals carry a joined timeline of commercial dates, meetings, actions, reminders, tasks and status changes. Layer controls keep dense history readable without separating the underlying story.
Northbridge account motion
CalendarActionsCommercial
Partner introductionMeeting linked to account, contact and active deal.
UpcomingCommercial follow-upOwner reminder after catalogue review.
DueDeal stage changedQualified to proposal with preserved stage history.
HistoryAccount context refreshedSource and freshness retained for review.
EvidenceReviewable intelligence
Useful context without silent mutation.
Sentria can surface account and contact context, relationship suggestions and stale signals while preserving provenance and human review around important CRM decisions.
Know where facts came from
Source, confidence and freshness cues stay close to enriched information.
See paths, not rows
People, accounts, partners and commercial motions remain visibly connected.
Protect the next useful action
Workstreams, dates and stale signals help teams focus without noisy automation.
Keep ownership explicit
Organization scope, membership roles and audit history support controlled teamwork.
Sentria Sync is live
Keep iCloud, Google, Zoho CRM and HubSpot contacts aligned with guardrails.
Sentria Sync is available now as a focused contact synchronization service for iCloud Contacts, Google Contacts, Zoho CRM contacts and HubSpot contacts, separate from the CRM workspace. Register or sign in, choose a supported connection pair and one-way or guarded two-way flow, preview changes and decide which writes may run automatically or require approval.
iCloud + Google ContactsPersonal and business contact fields from Apple and Google address books.
Sentria
Sync
Sync
Zoho CRM + HubSpotBusiness contact records, mapped fields and CRM identity.
Preview firstCreate / update rulesDeletes always reviewed
Commercial rhythm
A practical loop for relationship-led teams.
1
Build the base
Connect people, accounts and regions into a trustworthy working directory.
2
Capture context
Keep events, workstreams, notes and offers connected to the relationship.
3
Act on timing
Use motion, priorities and follow-up dates to choose the next useful action.
4
Review progress
See opportunity movement by account, owner, pipeline, region and stakeholder path.
Start Sentria Sync now.
Register or sign in to connect iCloud Contacts, Google Contacts, Zoho CRM contacts or HubSpot contacts. Sentria CRM launches in August 2026.