Audience
Any business that is need of finance technology to build and/or maintain their finance business and/or products.
About Centrex Software
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.
Company Information
Centrex Software
Founded: 2015
United States
www.centrexsoftware.com
Videos and Screen Captures
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Product Details
Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online
Centrex Software Frequently Asked Questions
Centrex Software Product Features
Financial CRM
Account Alerts
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Asset Management
Expense Tracking
Influence Tracking
Territory Management