--- 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 **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. 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. ## 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?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+09%3A30%3A16+-0500&secure%5Bsession_id%5D=980781a9-9097-405b-a189-1767afa2f358&secure%5Btoken%5D=679991334c4d69452b44eddb53f58ce06f4f4f4c377b3e63e3bb909efa81fb8d&format=llm_user) ## Centrex Software Features **Additional Functionality** - Activity Tracking - Customizable Reports - Customer Database - Mobile Access - Lead Management - Student Loans - Loan Processing - CRM - Auto Loans - Data Security - Amortization Schedule - Document Management - Activity Dashboard - AI Copilot - Compliance Management - Escrow Management - Transaction History - Multi-Company - Business Loans - Borrower Management - Third-Party Integrations - Workflow Management - Data Import/Export - Electronic Payments - Investor Management - Role-Based Permissions - Contact Management - Digital Signature - Pipeline Management - Automatic Funds Distribution - Loan Portfolio Management - Approval Process Control - Document Storage - Payment Reminders - Mortgages - ACH Payment Processing - Collateral Tracking - Customizable Templates - Audit Trail - Reporting/Analytics - Alerts/Notifications - Credit Reporting - Multi-Currency - PCI Compliance - Payment Collection - API - Accounting - Multi-Channel Communication - Generative AI - Construction Loans **Content** - Automation - Marketing Automation **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging - Activity Dashboard **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management - Contact Management **Agentic AI - Financial Services CRM** - Decision Making **Additional Functionality** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports ## Top Centrex Software Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (642 reviews) - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - 4.7/5.0 (507 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)