Centrex Software is not the only option for Financial Services CRM Software. Explore other competing options and alternatives. Other important factors to consider when researching alternatives to Centrex Software include features and functionality. The best overall Centrex Software alternative is Maximizer. Other similar apps like Centrex Software are Salesforce Financial Services Cloud, Redtail Technology, Total Expert, and CloudBankin. Centrex Software alternatives can be found in Financial Services CRM Software but may also be in Loan Origination Software or CRM Software.
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
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.
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
CloudBankin, a financial inclusion software, is customizable, modular and built on a robust platform.
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.
CRM for Financial Advisors
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.
Sageworks Lending & Credit allows banks and credit unions to book loans more quickly without neglecting the quality of the portfolio.
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.