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...


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5 Reviews of Centrex

Average User Ratings

Overall

5 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

4.5

Functionality

5.0

Ratings Snapshot

5 stars

(5)

5

4 stars

(0)

0

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 5 of 5 results

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May 2021

Colin from Chromatic Digital Cinema

Company Size: 2-10 employees

Industry: Media Production

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2021

Great CRM with a Focus on the Financing Industry

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.

Response from Centrex Software

Replied May 2021

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.

March 2021

Zorik from FundTru

Company Size: 11-50 employees

Industry: Business Supplies and Equipment

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

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

Response from Centrex Software

Replied May 2021

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.

May 2021

Brad from Alaska Commercial Loan Brokers

Company Size: 2-10 employees

Industry: Banking

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2021

ACLB 2021

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

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

Response from Centrex Software

Replied May 2021

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.

March 2021

Rob from FundMerica

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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

Response from Centrex Software

Replied March 2021

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.

September 2021

Brandon from CRITICAL FINANCING INC

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

5.0

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.

Pros

Integration, Lead, Generation, Triggers, Lead Status Building

Cons

There are no negatives in this software .

Response from Centrex Software

Replied September 2021

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.