# Centrex Software Reviews, Demo & Pricing - 2026 > Review of Centrex Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/loan-origination/centrex-profile/ --- [Home](https://www.softwareadvice.com/) / [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) / Centrex Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/loan-origination/centrex-profile/reviews/) # Centrex Review Custom quote 1 plan Wondering if Centrex is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Centrex 4.9 [(8)](https://www.softwareadvice.com/loan-origination/centrex-profile/reviews/) 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. Wondering if Centrex is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. ## Centrex User Interface ## Popular Centrex Alternatives Main Product Centrex 4.9 [(8)](https://www.softwareadvice.com/loan-origination/centrex-profile/reviews/) Ratings Breakdown - 5.0Ease of use - 4.75Value for money - 4.50Customer support - 4.75Functionality Pricing Available upon request Get Price Alternative Product [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.7 [(149)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.67Value for money - 4.68Customer support - 4.67Functionality Pricing Starting at $40.00 per month Get Price Alternative Product [Intelligrow](https://www.softwareadvice.com/product/305924-Intelligrow/) 5.0 [(3)](https://www.softwareadvice.com/product/305924-Intelligrow/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 5.0Customer support - 4.33Functionality Pricing Available upon request Get Price Alternative Product [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(288)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Ratings Breakdown - 4.72Ease of use - 4.69Value for money - 4.78Customer support - 4.73Functionality Pricing Available upon request Get Price Alternative Product [Plaid](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/) 4.4 [(105)](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/reviews/) Ratings Breakdown - 4.52Ease of use - 4.38Value for money - 4.30Customer support - 4.45Functionality Pricing Available upon request Get Price Alternative Product [Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) 4.8 [(6)](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/#reviews) Ratings Breakdown - 4.33Ease of use - 4.50Value for money - 4.75Customer support - 4.50Functionality Pricing Starting at $325.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Twilio Integration rated undefined from -1 review Snowflake Integration rated undefined from -1 review Fivetran Integration rated undefined from -1 review Plaid Integration rated undefined from -1 review Decision Logic Integration rated undefined from -1 review See all 13 integrations ## Centrex User Reviews Overall Rating 4.9 Ratings Breakdown 5 88% 4 13% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 5.0 Value for money 4.8 Customer support 4.5 Functionality 4.8 VR Verified Reviewer Financial Services 11-50 employees Used daily for less than 6 months Review source Reviewed October 2021 Best in the business 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More ZL 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More JP 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 4 Ratings Breakdown 5 Ease of use 4 Value for money 3 Customer support 3 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. Read More CG 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 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More RB Rob B. Verified reviewer Financial Services 11-50 employees Used daily for more than 2 years Review source Reviewed March 2021 Centrex is awesome 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More BG Brandon G. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Review source Reviewed September 2021 Excellent company 5 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 5 Ease of use 4 Value for money 3 Customer support 5 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 Read More VR Verified Reviewer Financial Services 2-10 employees Used daily for more than 2 years Review source Reviewed October 2021 Great CRM 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More BK Brad K. Verified reviewer Banking 2-10 employees Used daily for less than 6 months Review source Reviewed May 2021 ACLB 2021 5 Very responsive to my inquiries on how to make something do what I needed it to do. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More Showing 1 - 8 of 8 Reviews [See All Reviews](https://www.softwareadvice.com/loan-origination/centrex-profile/reviews/) ## Other Top Recommended Financial CRM Software [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **31** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **25** times [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) **4.4** (48) Recently recommended **22** times [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) **4.3** (6985) Recently recommended **19** times Stuck Between Options? Our experts can help you compare Centrex with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice