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Dedicated Finance CRM

Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients.

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Loan Servicing Software

Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal.

Text & Email Marketing

Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more.

ClixSign® Documents

Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers.

Client Portal

Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more.

Contact & Deal Management

State-of-the art contact and deal management software gives you the full picture of your entire pipeline.

Affiliate Management

Add Brokers, Lenders, Syndicates, and other affiliates. Give limited access to affiliates to optimize efficiency.

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Industry Dedicated Technology

While Centrex Software can power your business in any industry, our platform includes dedicated technology for Merchant Cash Advance, Business Loan, and Call Center organizations.

Business Loans

See our powerful Business Loan CRM Software

Merchant Cash Advance

See our powerful Merchant Cash Advance CRM Software

Call Centers

See our powerful Call Center CRM Software

Professional Services

Centrex Software offers valuable professional services in consulting, implementation, training, and custom software development.

Software Development

Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.

Software Development

CRM Software Consulting

Centrex Software offers valuable consulting, implementation, and training solutions for our clients. Services include onsite training, custom implementation, marketing campaigns, website integrations, and more.

CRM Software Consulting


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Jack JeterMerchant ReFi

Centrex Software has been there for me and my team for the last several years and I couldn't be happier with my CRM

Rob DentonCorporate Capital Direct

Centrex Software built my website, consulted with me on my CRM and helped my business get to where it is today. You gents are the best!

Ryan CossioCapitalize

The team at Centrex Software has really helped me dive deep into my business and create automation I didn't even know could happen!

Chris GravagnaIn Advance Capital

Trey, Mike and the team at Centrex Software have always been a pleasure to work with. We have been using the CRM for years and our team loves it.

Rob BeebeFundMerica

The Centrex Software support team has always been available for my questions and has helped me several times making sure my CRM operates smoothly.

Zach RamirezUS Cap Co

We purchased the Centrex Software diamond consulting package. Trey and Mike came to our office and spent all week with us really making sure the software was designed around our processes and workflow. They trained our team face to face and really worked hard to make sure we received what we wanted. I couldn't be happier with the results!

Keith NasonNason Consulting

Centrex Software is one of the best platforms out there in the sector that I push all my clients to. Being a consultant in the sector I wanted to make sure I was recommending platforms that really perform. Centrex Software and their team does just that.