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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
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

Companies interested in a specialty CRM solution built for their industry

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

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Centrex Software
Founded: 2015
United States
www.centrexsoftware.com

Company Information

Dquip
Founded: 2009
India
www.dquip.com

Alternatives

Alternatives

Unify CRM

Unify CRM

Unify
Wealthbox

Wealthbox

Starburst Labs
Sticky Advisor

Sticky Advisor

stickypages
HubSpot CRM

HubSpot CRM

HubSpot
CoreTrac

CoreTrac

Ignitech

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
Twilio
Ytel

Integrations

Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
Twilio
Ytel
Claim Centrex Software and update features and information
Claim Centrex Software and update features and information
Claim Dquip and update features and information
Claim Dquip and update features and information