Centrex 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Centrex

4.9

(8)

Pricing

Pricing available upon request

About Centrex

Centrex is a cloud-based finance customer relationship management (CRM) solution, which helps enterprises manage client interactions, revenue generation and loan portfolio. Other features include custom workflows, override/SlowPay calculator, contact management, email template creation and event-triggered notifications.

The solution includes a lender matchmaking feature that enables businesses to add lender criteria such as entity type, years in business or credit score, send submissions to recommended lenders and track their deal closing performance. Centrex’s text and email marketing functionalities facilitate communication with brokers, vendors and syndicates. Clients can use their white-labelled portals to upload documents, view assigned tasks and sign off payment approvals. With its deal management module, finance teams can handle multiple deals for every contact, create pipelines and control deal permissions for representatives.

Centrex offers integration with several third-party platforms including ACHWorks, Twilio and Ytel. Pricing is available on request and support is offered via email, phone and documentation.

Centrex Screenshots

Centrex Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Centrex Features

Popular features found in Financial CRM
Activity Dashboard
Campaign Management
Client Management
Customer Database
Data Import/Export
Document Management
Email Marketing
Expense Tracking
Lead Management
Marketing Automation
Relationship Tracking
More features of Centrex
Access Controls/Permissions
Accounting
Accounting Integration
ACH Payment Processing
Activity Tracking
Alerts/Notifications
Amortization Schedule
API
Auto Loans
Automated Decisioning/Underwriting
Automatic Funds Distribution
Borrower Management
Business Loans
Calendar Management
Calendar Sync
Client Database
Client Portal
Commercial Mortgages
Configurable Workflow
Construction Loans
Contact Database
Contact Management
Credit Card Management
Credit Card Processing
Credit Check
Credit Reporting
CRM
Customer Accounts
Customer Management
Customer Statements
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Security
Digital Signature
Document Storage
Document Templates
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Email Templates
Financial Analysis
Financial Management
For Borrowers
For Brokers
For Commercial Business
Forecasting
For Financial Institutions
Government Loans
Investor Management
Lead Capture
Lender Search
Lending Management
Loan Management
Loan Origination
Loan Portfolio Management
Loan Processing
Loan Servicing
Mobile Access
Monitoring
Mortgages
Multi-Channel Communication
Multi-Company
Online Applications
Online Banking
Payment Collection
Payment Reminders
Payment Tracking
Pipeline Management
Portfolio Management
Pricing Management
Real-Time Analytics
Real-Time Reporting
Reminders
Reporting/Analytics
Reporting & Statistics
Residential Mortgages
Risk Analysis
Risk Assessment
Risk Management
Role-Based Permissions
Rules-Based Workflow
Sales Reports
Scheduling
Search/Filter
Secure Data Storage
Secure Login
Self Service Portal
Status Tracking
Student Loans
Task Management
Task Scheduling
Team Assignments
Template Management
Third-Party Integrations
Transaction History
Transaction Monitoring
Two-Factor Authentication
User Management
Workflow Management

Centrex Integrations

Ytel

Twilio

Snowflake

Fivetran

Plaid

Decision Logic

See all 13 integrations

Centrex User Reviews

Overall Rating

4.9

Ratings Breakdown

88%

13%

Secondary Ratings

Ease of Use

5.0

Value for money

4.8

Customer support

4.5

Functionality

4.8

Verified

Reviewer

Financial Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed October 2021

Best in the business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Really great CRM. Came from a heavy salesforce background and Centrex goes head to head in almost every area for a fraction of the cost to implement. Comes out the box ready for any company within the financial sector to use. Made my sales teams life 10 times easier

Cons:

The built in document signing software it comes with isn't as good as docusign and they don't integrate with docusign. That said, they are apparently working on improving it early 2022 and you can always continue to use docusign on the side if you prefer

Vendor Response

This client is an awesome forward thinking customer. They purchased one of our consulting packages and starting using the platform to run their business right away. They were respectful and really took our advice to help make their business more efficient.

Replied October 2021

Zorik L.

Verified reviewer

Business Supplies and Equipment

11-50 employees

Used daily for more than 2 years

Review source

Reviewed March 2021

TAKING CRM TO THE NEXT LEVEL

I would recommend Centrex to any Lender or Broker in the MCA Space who is looking for a CRM that gets the job done when it comes to data management, deal flow, and at the same time getting their sales teams more efficient andprductive

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Best Features include Drip Campaigns, List Building, Data Management, and Data Flow Process

Cons:

The only improvement I would reccomend is the SMS marketing needs work on the template building

Reasons for choosing Centrex

Support Team is always available, always there to assist, and are effective and thorough

Reasons for switching to Centrex

Because when you drive a lamborghini, you dont want to go back to a dodge neon

Vendor Response

Zorik and his team at FundTru are one of those very awesome clients that really dives into all aspects of the software. They push all the buttons to maximize their investment. Absolute pleasure working with this group.

Replied May 2021

Jessica P.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed April 2022

Good for a start up

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like the most about this software is the ease of use- it was very quick to learn.

Cons:

What I like the least about this software is there is no ability to forecast and track important tasks.

Colin G.

Verified reviewer

Media Production

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed May 2021

Great CRM with a Focus on the Financing Industry

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We are a high-end media production agency focusing on the production of commercial content for corporate entities. As many of our productions / packages can get into the five and six figures, we offer a financing option to our clients. Centrex has been invaluable in helping us not only throughout the sales cycle when nurturing leads but also in tracking these financing options that we offer to our clients. We used to use Salesforce but needed to find a solution that was more tailored to servicing these financing options without needing to deeply customize the platform. Centrex was not only easy to set up, but the support that we received from their team was fantastic.

Cons:

We currently have to use other apps to track the status of our productions (pre-production, scripting, on-set production, post production, client review, etc) so it would be nice to have a way to integrate these within Centrex, although that is not what a CRM would primarily be used for.

Reasons for switching to Centrex

We switched from Salesforce to Centrex because we needed a solution that was more focused on servicing the financing options that we offer to our clients without having to deeply customize the platform.

Vendor Response

Chromatic Digital Cinema is awesome because they work on very very large budget media projects and they offer a pay as you go program for their clients. They were able to use the Centrex platform to service that program. Awesome Centrex customer with a unique finance product need.

Replied May 2021

Rob B.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed March 2021

Centrex is awesome

We love the tech all the way around. From email marketing and dialer integration and opportunity management, it offers all that we need to run our finance business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We love how they bring all sorts of different tech all under one roof so I don't have to string it all together myself.

Cons:

They forced us to use their integrated vendors but it worked out in the long run.

Reasons for choosing Centrex

Because it was dedicated to our sector and had all the tech we needed in one place. Business owners that have never used tech don't understand what it takes to string together all that is needed to run a finance business. Centrex made it easy.

Reasons for switching to Centrex

Because Centrex had more under one roof for a better price dedicated to our sector. Finance

Vendor Response

FundMerica is probably one of the best Centrex Software clients to work with. Their team, their work ethic and their willingness to evolve with the platform has been monumental to their success. You guys rock.

Replied March 2021

Brandon G.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Excellent company

I have been working with [SENSITIVE CONTENT] & his team for a long time now, they have been a huge help to our daily process. Anytime I need something, they help immediately to make sure our operation is running as smooth as possible. I recommend [SENSITIVE CONTENT] & his team to any sales organization looking to upgrade their production and lead management.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Integration, Lead, Generation, Triggers, Lead Status Building

Cons:

There are no negatives in this software .

Vendor Response

Brandon with Critical Financing has been a long time customer of Centrex and is one of the most forward thinking clients we have. He is always pushing us to think outside the box when it comes to creating new technology. His passion and excitement for our product has always been motivating for our team. Absolute pleasure to work with. Thank you Brandon.

Replied September 2021

Verified

Reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2021

Great CRM

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Functionality and Customization and [SESITIVE CONTENT] He's great!

Cons:

System updates have been causing slowdowns recently but they are working on it

Vendor Response

This client has been with Centrex for many years and has been monumental in some of the updates we have made as a software company over the years.

Replied October 2021

Brad K.

Verified reviewer

Banking

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2021

ACLB 2021

Very responsive to my inquiries on how to make something do what I needed it to do.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was structured so it fit my company and what we needed it to do as a CRM system.

Cons:

Have not found any at this time. Easy to use

Vendor Response

Brad at Alaska Commercial Loan Brokers is a smaller shop that really loves the automation built into the CRM. They don't have all the resources in the world but with Centrex they feel like they can accomplish far more. Pleasure having Brad and Alaska on board.

Replied May 2021

Showing 1 - 8 of 8 Reviews

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