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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Podium
Podium is a comprehensive AI-driven lead management and communication platform utilized by over 100,000 businesses seeking to enhance customer acquisition and retention. At the heart of Podium’s innovation is its AI employee, which ensures businesses respond to incoming leads instantly around the clock, dramatically improving conversion rates and revenue growth. The platform assists businesses in generating more customer reviews, improving their Google rankings, and unifying their lead channels into a single, manageable dashboard. Through the web and mobile applications, businesses can call and text customers, send payment links for quick transactions, and deploy bulk messaging campaigns to boost repeat sales. Podium’s powerful AI-driven automations seamlessly manage customer interactions across multiple communication platforms, providing accurate and timely responses that help drive sales.
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Acti
Acti is the world’s first agentic keyboard; words in, actions out. It does not predict your next word; it takes your next action. Built around the Acti Bar, it turns every text field into an action layer, so you can type your intent anywhere, hold the bar, preview the result, and apply it without switching apps. Acti lives inside the keyboard across messages, email, notes, browsers, and anywhere there is a text field, letting the agent understand what you mean and complete the task right where you are typing. It can find and share a restaurant card, drop a live map link into a message, create a meeting link, pull a Notion doc, draft a reply, summarize text, translate copied content, analyze message tone, check sports or stock context, and run workflows from the keyboard. The loop is simple: type what you need in plain language, hold the Acti Bar, preview the link, reply, summary, or workflow result, then tap to insert, send, open, or adjust it.
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