# Centrex Software Reviews **Vendor:** Centrex Software **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.8/5.0 **Total Reviews:** 10 ## About Centrex Software Centrex Software is a consumer and business finance dedicated CRM and loan servicing software platform for brokers, direct funders, and investors. Rid yourself of trying to string multiple technologies together to run your finance business. Centrex brings everything that you need all under one roof. From CRM, email and SMS marketing, website integrations, deal opportunity management, to pulling credit, bank statements, ACH processing, servicing, accounting, broker portals, and client portals ## Centrex Software Reviews ### 1. Great for financing via the Cloud **Rating:** 4.0/5.0 stars **Reviewed by:** Melinda R. | Tutor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2023 **What do you like best about Centrex Software?** 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. **What do you dislike about Centrex Software?** 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. **What problems is Centrex Software solving and how is that benefiting you?** The problem that centric software is solving for my business is that it allows us to focus on the production of commercial content for corporate entities through their software. ### 2. Best MCA - Merchant Cash Advance CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Steve H. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2021 **What do you like best about Centrex Software?** 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! **What do you dislike about Centrex Software?** Nothing. They are the most up to date MCA software & constintely Develeping! **Recommendations to others considering Centrex Software:** Try them & you will Fall in love **What problems is Centrex Software solving and how is that benefiting you?** Automated and a super-efficient CRM makes my work productivity 10X (which centrex has helped me achieve!) ### 3. Not too bad, get the job done **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2022 **What do you like best about Centrex Software?** Very Transparent and has all the tools we need. **What do you dislike about Centrex Software?** It can be slow at times, but I have been assured it is being fixed. **What problems is Centrex Software solving and how is that benefiting you?** We have alot of issues organizing our tools. ### 4. Best in the business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Centrex Software?** 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. **What do you dislike about Centrex Software?** 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 **What problems is Centrex Software solving and how is that benefiting you?** Having one singular platform to be funding, syndicating, and brokering out of has made everyone's lives in my organization ten times easier. ### 5. Great CRM for Servicing Financing Options for our Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Colin G. | Owner and Head of Creative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2021 **What do you like best about Centrex Software?** 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. **What do you dislike about Centrex Software?** 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. **What problems is Centrex Software solving and how is that benefiting you?** Our sales process requires a lot of touch points with our prospects so on the front-end Centrex helps us track the progress of these deals. On the back-end, as a client proceeds with one of our large production packages Centrex helps us to track and service their financing to support these large purchases. ### 6. Centrex Software is Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Robert B. | c, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2021 **What do you like best about Centrex Software?** 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. **What do you dislike about Centrex Software?** 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. **What problems is Centrex Software solving and how is that benefiting you?** We have multiple agents in different locations and the software allows us to collaborate with all agents under one roof. The calendar system and notifications system is awesome to keep everyone on track. ### 7. Best business finance CRM on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Michael L. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2021 **What do you like best about Centrex Software?** 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. **What do you dislike about Centrex Software?** 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. **Recommendations to others considering Centrex Software:** Highly recommend Centrex Software. **What problems is Centrex Software solving and how is that benefiting you?** Centrex Software is helping us manage our lead pipeline. We've seen a big boost to team productivity and even our sales numbers. ### 8. Centrex-empowered growth since 2015 **Rating:** 5.0/5.0 stars **Reviewed by:** Jason E. | Managing Partner **Reviewed Date:** March 04, 2021 **What do you like best about Centrex Software?** 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. **What do you dislike about Centrex Software?** 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. **What problems is Centrex Software solving and how is that benefiting you?** We recently needed to start receiving monthly payments from certain partner channels. Thankfully, Centrex has a robust Enrollments feature/function. The Centrex team has been incredibly helpful with getting us set-up and positioned to grow-out the enrollment channel. ### 9. Everything You Need **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2021 **What do you like best about Centrex Software?** Lots of Functionality and very customizable **What do you dislike about Centrex Software?** Updates create system slowdowns, but they're working on it **What problems is Centrex Software solving and how is that benefiting you?** Everything you need in one place ### 10. Managing Member **Rating:** 5.0/5.0 stars **Reviewed by:** Keith N. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2021 **What do you like best about Centrex Software?** 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. **What do you dislike about Centrex Software?** There is nothing that I truly dislike about the CRM **What problems is Centrex Software solving and how is that benefiting you?** The problems I've solved using Centrex Software is that of being able to easily identify my pipeline real-time, easily manage my marketing efforts, and automate my financial transactions. ## Centrex Software Discussions - [What is Centrex Software used for?](https://www.g2.com/discussions/what-is-centrex-software-used-for) - [View Centrex Software pricing details and edition comparison](https://www.g2.com/products/centrex-software/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+08%3A02%3A12+-0500&secure%5Bsession_id%5D=fbc16bb9-0571-461b-8ca6-73c02d484598&secure%5Btoken%5D=fb769222e8ce15e9d2301a5b6949dc0f4150be9329da19d51e83936272ddbc8b&format=llm_user) ## Centrex Software Features **Content** - Automation **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Centrex Software Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)