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.
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About
PayClix provides the fastest, safest and most secure way to move money between you and your customers when the transactions are detailed and complex, require a billing statement, need multiple types of payment options or payees, have recurring payments or partial payments, late payments, deposits, etc. With over a decade of experience and a proven track record, PayClix can provide your business the fastest, safest, and most secure solution for even the simplest of transactions with no contracts. Using our proprietary solutions, PayClix can be integrated into ANY accounting system, streamlining business processes and reducing manual efforts significantly. We built our software engine with literally dozens and dozens of customization options so that each installation of PayClix could be configured to be visually and functionally different to cater to the specific needs of a single user yet still have the same stable, tested platform underneath to support all users.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Any business that is need of finance technology to build and/or maintain their finance business and/or products.
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Audience
Businesses looking for an online payment and transaction platform for their billing and payment needs
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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PricingCentrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCentrex Software
Founded: 2015
United States
www.centrexsoftware.com
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Company InformationPayClix
Founded: 2004
United States
www.payclix.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Actum Processing
CasetrackerLaw
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
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Integrations
Actum Processing
CasetrackerLaw
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
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