--- title: Centrex Software Reviews meta\_title: 'Centrex Software Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 10 reviews by the users' company size, role or industry to find out how Centrex Software works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 10 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Centrex Software Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Centrex Software but has limited features. Are you part of the Centrex Software team? [Upgrade your plan](https://my.g2.com/centrex-software/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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 * * * Seller [Centrex Software](https://www.g2.com/sellers/centrex-software-4928fbbc-0f4e-4c4d-baf8-5514266146d6) Discussions [Centrex Software Community](https://www.g2.com/products/centrex-software/discuss) Languages Supported English Overview by Trey Markel Show More ## Top-Rated Alternatives [ ![Maximizer](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maximizer") Maximizer 4/5(672) ](https://www.g2.com/products/maximizer/reviews) [ ![Capsule CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Capsule CRM") Capsule CRM 4.7/5(513) ](https://www.g2.com/products/capsule-crm/reviews) [ ![Redtail Technology](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/centrex-software/competitors/alternatives) ## User Insights Average based on 10 real user reviews. [Log in to unlock pricing and user insights](/login) ![Melinda R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melinda R.") MR Melinda R. Tutor Small-Business (50 or fewer emp.) 3/14/2023 "Great for financing via the Cloud" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 3/29/2023 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 8/29/2022 "Not too bad, get the job done" 3.5/5 What do you like best about Centrex Software? Very Transparent and has all the tools we need. Review collected by and hosted on G2.com. What do you dislike about Centrex Software? It can be slow at times, but I have been assured it is being fixed. Review collected by and hosted on G2.com. What problems is Centrex Software solving and how is that benefiting you? We have alot of issues organizing our tools. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Centrex Software? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Centrex Software ](https://www.g2.com/products/centrex-software/discussions/new) GU Guest User What is Centrex Software used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-centrex-software-used-for) [ View all Discussions ](https://www.g2.com/products/centrex-software/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/centrex-software/pricing) ##### Categories on G2 [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)[Loan Servicing](https://www.g2.com/categories/loan-servicing) ##### Explore More [Top tools for managing hot desking and workspace reservations](https://www.g2.com/discussions/what-are-the-top-tools-for-managing-hot-desking-and-workspace-reservations)[What change management and user training support do the top Oracle EBS resellers provide during large-scale rollouts?](https://www.g2.com/discussions/what-change-management-and-user-training-support-do-the-top-oracle-ebs-resellers-provide-during-large-scale-rollouts)[Is a dedicated unified workspace platform worth it for a mid-size company that wants to replace multiple collaboration apps with one tool?](https://www.g2.com/discussions/is-a-dedicated-unified-workspace-platform-worth-it-for-a-mid-size-company-that-wants-to-replace-multiple-collaboration-apps-with-one-tool%20) [Most secure password app for companies](https://www.g2.com/discussions/most-secure-password-app-for-companies-which-one-stands-out)[Which freelance platforms work best for a professional services team that needs to quickly scale up with contractors for a specific project without a lengthy procurement process?](https://www.g2.com/discussions/which-freelance-platforms-work-best-for-a-professional-services-team-that-needs-to-quickly-scale-up-with-contractors-for-a-specific-project-without-a-lengthy-procurement-process)[What are the best tools for collaborative demand planning across departments?](https://www.g2.com/discussions/what-are-the-best-tools-for-collaborative-demand-planning-across-departments) [Show MoreShow Less](javascript:void(0);)