--- 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) ![Steve H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steve H.") SH Steve H. Admin Small-Business (50 or fewer emp.) 10/20/2021 "Best MCA - Merchant Cash Advance CRM" 5/5 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! Review collected by and hosted on G2.com. What do you dislike about Centrex Software? Nothing. They are the most up to date MCA software & constintely Develeping! Review collected by and hosted on G2.com. Recommendations to others considering Centrex Software: Try them & you will Fall in love Review collected by and hosted on G2.com. 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!) Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 10/15/2021 "Best in the business" 5/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CG Colin G. Owner and Head of Creative Small-Business (50 or fewer emp.) 5/9/2021 "Great CRM for Servicing Financing Options for our Clients" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic RB Robert B. c Small-Business (50 or fewer emp.) 3/5/2021 "Centrex Software is Awesome!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ML Michael L. COO Small-Business (50 or fewer emp.) 3/29/2021 "Best business finance CRM on the market" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering Centrex Software: Highly recommend Centrex Software. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JE Jason E. Managing Partner 3/4/2021 "Centrex-empowered growth since 2015" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 10/20/2021 "Everything You Need" 5/5 What do you like best about Centrex Software? Lots of Functionality and very customizable Review collected by and hosted on G2.com. What do you dislike about Centrex Software? Updates create system slowdowns, but they're working on it Review collected by and hosted on G2.com. What problems is Centrex Software solving and how is that benefiting you? Everything you need in one place Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Keith N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Keith N.") KN Keith N. COO Small-Business (50 or fewer emp.) 3/30/2021 "Managing Member" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Centrex Software? There is nothing that I truly dislike about the CRM Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## 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. 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