Product Overview
A CRM Designed for the Finance Industry
A fintech CRM that speaks your language
Centrex is an end-to-end fintech dedicated CRM built for funders, lenders, brokers, syndicates, banks, and more.
Sales
Pipeline management
Loan and advance management
List building with filters
Website integration
SMS and email communication
Client portal
Google maps integration
Call Tracking and notes
Marketing
Autoresponders for web form integration
Text message blasting
Email blasting
Client portal notifications
Mobile app push notifications
Phone system integrations
Reporting for open rates and unsubscribes
Managed data cloud for sales and marketing reports
Accounting
Custom accounting reports with filters
Export and email transaction details
Quickbooks online integration
Enable grouping on all reports
Syndicate portal with accounting reports
Managed data cloud for custom accounting
Credit and debit accounting
NACHA file transaction reporting
Calendar
Custom event types
Availability scheduling
Subscribe to Google Cal, iCal, and Outlook
Task management
Custom task items
SMS event notifications
Email event notifications
Day, Week, Month view
Reporting
Out of the box productivity reports
Loan/Advance submission reports
Download and email reports
Custom object based report builder
Accounting reports
Investor/Syndicate reports
Client reports
Managed data cloud custom reports
Integrations
WordPress web application integrations
Plaid integration
Xactis integration
Twilio integration
ACH Works, Actum Processing integrations
YTel integration
Google maps integration
SuperVest syndicate netwrok integration
Professional Fintech Software Consulting
CRM Consulting
Centrex consultants know and understand what you and your business are trying to accomplish to be successful in the finance industry. You focus on your business and we can focus on your technology.
Admin Retainer
Hiring a dedicated software admin employee can be expensive while at the same time requiring them to learn a large new software platform. Centrex offers a monthly retainer program where we serve as your dedicated admin staff member
Specifications
Grow Faster with the Centrex CRM
Generate more opportunities, close more deals, service your entire portfolio, experience more, all under one roof.
Text & Email Marketing
Communicate with clients, send campaigns, track opens, and more.
Client Portal
Give your clients a login to upload documents, view messages, monitor balances, and more.
ClixSign Documents
Send any document for electronic signature with pre-populated contact data.
Contract & Deal Management
Optimize and automate effortlessly with powerful contact and deal management tools.
Loan Servicing
Manage and service your entire portfolio through Centrex with integrated processing, and more.
Broker/ISO Management
Manage multiple brands, ISO’s, Brokers, Lenders, Syndicators, and more.
Videos
Product Reference
