Centrex

4.9 (8)
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Cloud-based CRM software for finance sector

About Centrex

Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform.

The application allows loan brokers to build amortization schedules, prepare dynamic payment plans, add lenders, and submit deals. Businesses can provide a custom branded portal to let ISOs, affiliates, or investors submit new deals, manage payee bank account details, and create users and sub-users. Centrex also offers lender recommendations, helps add or edit lender criteria, and evaluates their performance via the lender matchmaking module.

Teams can create custom workflows to manage contacts across various stages, monitor deal status that matches with contacts, and extend deal permissions to representatives. Clients can use the white-labelled portals to upload documents, view assigned tasks, payments or balances, and reset passwords. Centrex offers integration with multiple third-party platforms such as Actum Processing, Twilio, Ytel, DecisionLogic and more.


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Centrex Software - Centrex deals
Centrex Software - Centrex admin portal
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Reviews

Overall rating

4.9 /5
(8)
Value for Money
4.8/5
Features
4.8/5
Ease of Use
5/5
Customer Support
4.5/5

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Showing 5 reviews of 8
Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best in the business

Reviewed on 2021/10/15

Pros

Really great CRM. Came from a heavy salesforce background and Centrex goes head to head in almost every area for a fraction of the cost to implement. Comes out the box ready for any company within the financial sector to use. Made my sales teams life 10 times easier

Cons

The built in document signing software it comes with isn't as good as docusign and they don't integrate with docusign. That said, they are apparently working on improving it early 2022 and you can always continue to use docusign on the side if you prefer

Response from Centrex Software

This client is an awesome forward thinking customer. They purchased one of our consulting packages and starting using the platform to run their business right away. They were respectful and really took our advice to help make their business more efficient.

Zorik
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TAKING CRM TO THE NEXT LEVEL

Reviewed on 2021/03/16

I would recommend Centrex to any Lender or Broker in the MCA Space who is looking for a CRM that...

I would recommend Centrex to any Lender or Broker in the MCA Space who is looking for a CRM that gets the job done when it comes to data management, deal flow, and at the same time getting their sales teams more efficient andprductive

Pros

Best Features include Drip Campaigns, List Building, Data Management, and Data Flow Process

Cons

The only improvement I would reccomend is the SMS marketing needs work on the template building

Alternatives Considered

HubSpot CRM

Reasons for Choosing Centrex

Because when you drive a lamborghini, you dont want to go back to a dodge neon

Reasons for Switching to Centrex

Support Team is always available, always there to assist, and are effective and thorough

Response from Centrex Software

Zorik and his team at FundTru are one of those very awesome clients that really dives into all aspects of the software. They push all the buttons to maximize their investment. Absolute pleasure working with this group.

Jessica
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Good for a start up

Reviewed on 2022/04/12

Pros

What I like the most about this software is the ease of use- it was very quick to learn.

Cons

What I like the least about this software is there is no ability to forecast and track important tasks.

Colin
Overall rating
  • Industry: Media Production
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great CRM with a Focus on the Financing Industry

Reviewed on 2021/05/09

Pros

We are a high-end media production agency focusing on the production of commercial content for corporate entities. As many of our productions / packages can get into the five and six figures, we offer a financing option to our clients.

Centrex has been invaluable in helping us not only throughout the sales cycle when nurturing leads but also in tracking these financing options that we offer to our clients. We used to use Salesforce but needed to find a solution that was more tailored to servicing these financing options without needing to deeply customize the platform.

Centrex was not only easy to set up, but the support that we received from their team was fantastic.

Cons

We currently have to use other apps to track the status of our productions (pre-production, scripting, on-set production, post production, client review, etc) so it would be nice to have a way to integrate these within Centrex, although that is not what a CRM would primarily be used for.

Response from Centrex Software

Chromatic Digital Cinema is awesome because they work on very very large budget media projects and they offer a pay as you go program for their clients. They were able to use the Centrex platform to service that program. Awesome Centrex customer with a unique finance product need.

Rob
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Centrex is awesome

Reviewed on 2021/03/05

We love the tech all the way around. From email marketing and dialer integration and opportunity...

We love the tech all the way around. From email marketing and dialer integration and opportunity management, it offers all that we need to run our finance business.

Pros

We love how they bring all sorts of different tech all under one roof so I don't have to string it all together myself.

Cons

They forced us to use their integrated vendors but it worked out in the long run.

Response from Centrex Software

FundMerica is probably one of the best Centrex Software clients to work with. Their team, their work ethic and their willingness to evolve with the platform has been monumental to their success. You guys rock.

Showing 5 reviews of 8 Read all reviews

Centrex FAQs

Below are some frequently asked questions for Centrex.

Centrex offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Please contact Centrex for pricing details.

Centrex has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Centrex supports the following languages:

English

Centrex supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Centrex integrates with the following applications:

Decision Logic, Fivetran, Plaid, Snowflake, Spinify, Twilio, Ytel

Centrex offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

See all software categories found for Centrex.