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

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.
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.
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.
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Latest From Our Blog
Check out the Centrex Software Blog for all the latest news, insights, and analysis from the experts at Centrex Software.