Centrex Software Reviews & Product Details

I like the functionality of the software. Also, I like how Centrex is a cloud-based CRM software. I feel more comfortable knowing that the cloud safely holds my finances. Review collected by and hosted on G2.com.

What I dislike about the Centrex software is that when there is a system update, it tends to cause the system to slow down recently. However, I was assured that they are working on this issue. Review collected by and hosted on G2.com.

I have worked with a few companies in the past. What makes me love about them is:

1) Accounting is to the T. Meaning when you pull ACH, their system is automated, and there are no mistakes.

2) Super transparent & excellent Customer Service. I Love that they take care of me even after I sign Docs & work with them. Previously I worked with someone else, and once I was signed up, it was almost impossible to reach them here no matter the issue. They answer the PHONE (not just say email), and sooo Helpful!

3) They are the most ahead of the game by far. All the features they have I couldn't find anywhere. I make docs in my sleep now!

4) if you need anything, Added Trey is the man! he can customize it and make it work!

5) Fully Automated, I can fund a deal, and the notifications are excellent automated texts..

6) Best CRM if you have syndicators it has syndicators report that is crystal clear to understand.

7) cheapest ACH fees by far! Review collected by and hosted on G2.com.

Nothing. They are the most up to date MCA software & constintely Develeping! Review collected by and hosted on G2.com.

Very Transparent and has all the tools we need. Review collected by and hosted on G2.com.

It can be slow at times, but I have been assured it is being fixed. Review collected by and hosted on G2.com.

If you are in the cash advance space, there is no better CRM you can use. It comes out the box ready to go, and the drip campaigns are fantastic and have resulted in a substantial noticeable increase in revenue for my organization. It made my rep's life's significantly easier and my life easier managing them. Review collected by and hosted on G2.com.

The signing platform built-in "Clixsign" isn't great. It gets the job done, but I definitely prefer DocuSign, which they don't integrate with. That said, we can still use DocuSign on the side, and they have promised to roll out new features to Clixsign early 2022 Review collected by and hosted on G2.com.

As a high-end commercial media production agency, our production packages can get into the multiple five and six figures. In order to attract some of these larger projects, we offer a financing option to help clients pay for their commercials, projects, etc and Centrex has been invaluable in helping us to service these financing options that we offer.

In addition, we use Centrex to track and nurture our leads throughout the sales process. We previously used Salesforce, but found that Centrex was a better and more complete fit for what we needed without having to heavily customize the platform. Review collected by and hosted on G2.com.

Since we are a media production company using Centrex to track the financing options that we offer to our clients with large purchases, the only feature that I would like to see within Centrex would be some kind of project management function. We currently track project status within Centrex as a Lead Status. Review collected by and hosted on G2.com.

The drip marketing tech is unparallel to any software out there. We also use the click to dial feature which we love as it keeps our team on point and efficient each day. The Centrex team is friendly and works with us any time we need something new to the platform. We are a broker and are about to become a lender and Centrex has been there each step of the way guiding us down the right roads. Awesome tech and awesome team. Review collected by and hosted on G2.com.

Centrex Sofware only has certain integrations that we were forced to use because they audit their vendors which ended up being a good thing in the end. Review collected by and hosted on G2.com.

Centrex has everything we need to run our business. We love how customizable the platform is. Having CRM, marketing, and reporting tools in one place makes things so much easier for us. Review collected by and hosted on G2.com.

There are so many features that it took a little bit of time to learn how to do everything, but it's worth the effort. Review collected by and hosted on G2.com.

The flexibility and scalability. With Centrex's features and status-based work-flow options, I've been able to manage and grow my business without over-hiring people in the process. We've been able to stay mean and lean while sustaining year-over-year growth and effectively supporting our partners and clients. The technical support team has always been very responsive and helpful as well. Review collected by and hosted on G2.com.

The software typically runs smooth but can be prone to occasional slow-downs and maintenance issues. The technical team is always good about pre-emptively notifying us and the slow-downs are short-lived but can cause frustration at times. Review collected by and hosted on G2.com.

Lots of Functionality and very customizable Review collected by and hosted on G2.com.

Updates create system slowdowns, but they're working on it Review collected by and hosted on G2.com.

The technology provides everything you need to manage pipelines, automate debits/credits, automate marking both through email and text messages, automate notifications (internal and external), and comes with a fully customizable reporting feature. Centrex's support team is also top notch. Review collected by and hosted on G2.com.

There is nothing that I truly dislike about the CRM Review collected by and hosted on G2.com.