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About Centrex
Centrex is a cloud-based finance customer relationship management (CRM) solution, which helps enterprises manage client interactions, revenue generation and loan portfolio. Other features include custom workflows, override/SlowPay calculator, contact management, email template creation and event-triggered notifications.
The solution includes a lender matchmaking feature that enables businesses to add lender criteria such as entity type, years in business or credit score, send submissions to recommended lenders and track their deal closing performance. Centrex’s text and email marketing functionalities facilitate communication with brokers, vendors and syndicates. Clients can use their white-labelled portals to upload documents, view assigned tasks and sign off payment approvals. With its deal management module, finance teams can handle multiple deals for every contact, create pipelines and control deal permissions for representatives.
Centrex offers integration with several third-party platforms including ACHWorks, Twilio and Ytel. Pricing is available on request and support is offered via email, phone and documentation.
Centrex pricing
Centrex does not have a free version and does not offer a free trial.
Starting Price:
Not provided by vendor
Free Version:
No
Free trial:
No
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Centrex Reviews
Feature rating
5 reviews of 8
View all reviews
Verified Reviewer
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
5
Reviewed on 15/10/2021
Best in the business
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.
Replied 21/10/2021
Zorik
- Industry: Business Supplies & Equipment
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
5
Reviewed on 16/03/2021
TAKING CRM TO THE NEXT LEVEL
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 CRMReasons for Choosing Centrex
Because when you drive a lamborghini, you dont want to go back to a dodge neonReasons for Switching to Centrex
Support Team is always available, always there to assist, and are effective and thoroughResponse 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.
Replied 10/05/2021
Jessica
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
4
Reviewed on 12/04/2022
Good for a start up
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
- Industry: Media Production
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
-
Review Source
5
Reviewed on 09/05/2021
Great CRM with a Focus on the Financing Industry
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.
Replied 11/05/2021
Rob
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
5
Reviewed on 05/03/2021
Centrex is awesome
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.
Replied 11/03/2021
