Software Consulting

You focus on running your business and let the professionals at Centrex take care of the rest.

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We can take your finance business to the next level

Centrex Software is pleased to present you with our various premium implementation package offerings. These packages will add more value to your CRM platform, through best practices, customized consulting, and expert configuration.

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29

Increase in Sales Revenue

34

Increase in Team Productivity

27

Increase in Customer Retention

I couldn't be happier with the results.

Zach RamirezUS Cap Co

We handle your CRM implementation so you can focus on running your business.

We know your time is valuable and is best spent running your day-to-day operations. That’s why Centrex Software offers premium consulting and implementation packages. We take care of setting up and automating your entire CRM based on your unique business.

Our consulting and implementation packages will equip your team with the necessary tools to increase sales revenue, boost team productivity, and retain more customers. We will automate and optimize your entire CRM to fit your business workflows. Centrex Software also offers custom onsite and online video training for your team members.

CTX Professional

$ 99

Per Month
  • Enhanced CRM Implementation
  • Custom Roles
  • Email Templates
  • Website Form Integration
  • Drip Email Marketing
  • Drip SMS Marketing
  • Dynamic Data Management
  • Task Management
  • Onsite Training
  • Custom Reports
  • Syndicate Setup
  • Press Release
Request a Demo

CTX ExecutiveMost Popular

$ 99

Per Month
  • Enhanced CRM Implementation
  • Custom Roles
  • Email Templates
  • Website Form Integration
  • Drip Email Marketing
  • Drip SMS Marketing
  • Dynamic Data Management
  • Task Management
  • Onsite Training
  • Custom Reports
  • Syndicate Setup
  • Press Release
Request a Demo

CTX Diamond

$ 99

Per Month
  • Enhanced CRM Implementation
  • Custom Roles
  • Email Templates
  • Website Form Integration
  • Drip Email Marketing
  • Drip SMS Marketing
  • Dynamic Data Management
  • Task Management
  • Onsite Training
  • Custom Reports
  • Syndicate Setup
  • Press Release
Request a Demo

Why Choose Us

Because we are a dedicated finance software platform, we know the world of finance and fintech inside and out.  Over the years we have seen a tremendous amount of success and a tremendous amount of failure.  We have taken the common denominators of success and created consulting packages out of them.

Within a very large software platform like Centrex, there are what we call “Choke Points”.  Choke points are areas of the software that our customers love but rarely spend the proper time to build out.  If the time was in fact spent in these areas the Centrex customers would have far more success.  Centrex consulting takes all those choke points away so you can run your business.

I have been using the servicing aspect of Centrex for years and it offers everything I need and more to service my merchant cash advance portfolio.

Keith NasonKings Funding Group

Centrex has taken my MCA portfolio and organized it in way where I can see everything I need to see all in one place.

Jack JeterMerchant Refi

As a funder needing data and reports the way we need to see them, the Centrex managed data cloud product offers everything we need.

Jeff MyattBitty Advance