Top 10 Alternatives to Centrex Software Recently Reviewed By G2 Community
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How it works
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
CloudBankin, a financial inclusion software, is customizable, modular and built on a robust platform.
CRM for Financial Advisors
Finflux is SaaS based banking platform that offers all banking needs at one place, needs like loan origination, loan management, collection module, financial accounting, marketplace integration, app based lending, alternative data based credit scoring, reporting and analytics and many more. At present we are serving about 4+ million borrowers with active loan portfolio of $3.2billion.
LoanPro is a modern credit platform used by over 600 financial organizations. The platform automates the full loan lifecycle, including servicing, collections, payments, and reporting, all through a single configurable system.
The Mortgage Office Loan Servicing is a module that streamlines and automates your current loan servicing tasks allowing you to assign funding sources per loan, track loan charges and advances, process payments, and more.