Client-CloudOIIO
|
||||||
About
Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.
|
About
The very best portal for insurance brokers. Simple, clear and safe; a professional customer portal for € 19 per month. The best customer portal We have developed the Client-Cloud technology to allow SMEs to use a customer portal, without long implementation time or development costs. The result is unparalleled; a professional portal for a fixed low monthly fee. What is Client Cloud? Client-Cloud is designed with the vision of personal attention for your customers and consists of 2 parts; the customer portal for your customer and your own management portal. Client-Cloud is there for you because you are not an average entrepreneur. With your customer portal you improve your service and increase customer loyalty, generating more sales from your current customer base. Create your customer portal Within 10 minutes you create a professional customer portal in your own corporate identity. Ready to use, no technical knowledge required. Choose your subscription.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Any business that is need of finance technology to build and/or maintain their finance business and/or products.
|
Audience
PC users looking for a cloud client that consists of computer hardware and/or software that relies on cloud computing for application delivery
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
PricingCentrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
Free Version
Free Trial
|
Pricing
$69 per user, per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCentrex Software
Founded: 2015
United States
www.centrexsoftware.com
|
Company InformationOIIO
Founded: 2019
Netherlands
www.getoiio.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
Categories |
Categories |
|||||
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Loan Origination Features
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Loan Servicing Features
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Mortgage and Loans Features
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
|
||||||
Integrations
Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
|
Integrations
Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
|
|||||
|
|
