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Centrex Software

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10 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.8
Serving customers since
2015

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Star Rating

8
2
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Centrex Software Reviews

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Profile Name
Star Rating
8
2
0
0
0
Verified User in Financial Services
AF
Verified User in Financial Services
10/20/2021
Validated Reviewer
Review source: Organic

Everything You Need

Lots of Functionality and very customizable
Verified User in Financial Services
AF
Verified User in Financial Services
10/15/2021
Validated Reviewer
Verified Current User
Review source: Organic

Best in the business

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.
CG
Colin G.
05/09/2021
Validated Reviewer
Verified Current User
Review source: Organic

Great CRM for Servicing Financing Options for our Clients

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.

About

Contact

HQ Location:
Costa Mesa, US

Social

@centrexsoftware

What is Centrex Software?

Centrex Software is a comprehensive business management platform designed for companies in the lending industry. It offers a wide range of solutions, including loan origination, servicing, and management features. The platform provides tools for customer relationship management (CRM), financial analytics, automated workflows, and document management, allowing lenders to streamline their operations and improve efficiency. Centrex Software is tailored to support various types of lenders, such as commercial, consumer, and small business finance companies. The company emphasizes secure data handling and user-friendly interfaces to enhance the operational capabilities of its clients.

Details

Year Founded
2015