Centrex Software Links

See below for a few helpful links.
CRM Software Login
Text Message Software Login
(888) 622-5810

CRM Software Benefits


Boost Sales Productivity

CRM applications can help increase sales productivity by up to 34%.

Source: Salesforce


Proven Success

Effective sales organizations are 81% more likely to be using a CRM software.

Source: Aberdeen Group


Increase Sales

CRM software can help increase sales by up to 29%.

Source: Salesforce


Payment Processing

ACH and Credit Card Payment Processing

Process automated or recurring ACH or credit card payments, create recurring billing schedules, amortization schedules, one-time payment processing, and more.


Email Marketing

Automated and Unlimited

Boost conversions with unlimited email marketing. Build, track, and analyze email marketing campaigns.


Affiliate Management

ISO, Broker, and Multi-Company Management

Manage multiple brands, manage your entire affiliate or ISO network, track commissions, build compensation templates and more.

Powerful Features

Task Management

Automate Team Tasks

Task Triggers

Task Management & Monitoring

Dynamic Tasks

Event-Based Tasks

Multi-Company Management

ISO Management

Broker Management

Multi-Company Management

Syndication Partner Management

Commission Tracking

Payment Processing

Payment Processor Integration

Payment Gateway Integration

ACH Capable

Credit Card Capable

Intuitive and Efficient

drip email marketing software

Effortless & Secure eSign

Touch Friendly eSign

Multiple Signers

Sign Any Document

Digital Certificate

Self-Service Client Portal

Custom Branding

Your Domain

Transparency Controls

Secure Access

Automated Email Marketing

Drip Email Marketing

Event-Based Email Triggers

Time-Based Email Triggers

HTML Editor

Performance Reports

Built for Business

Website Integrations

Custom Fields

Auto Responders

Inbound Forms

Automatic Lead Assignment

Smart Calendar


Tasks & Due Dates

Integrated Calendar

Customizable Workflow

Contact Management

List Management

Custom Stages and Statuses

Industries We Serve Best

The Centrex CRM Software has specialized capabilities built for the business financing, merchant cash advance, professional services, and call center industries.

Business Financing

Dedicated underwriting, loan origination, broker, and syndication technology for business loan companies.

Learn More
Merchant Cash Advance

Merchant Cash Advance CRM Software helps MCA lenders manage their entire merchant cash advance portfolio.

Learn More
Law Firms

CRM Software for law firms help you track all attorneys, state contract regulations, matters, and client payment processing.

Learn More
Call Centers

Call Center Software with multiple phone system and dialer integration. Fully customizable workflow & unlimited data storage included.

Learn More

Powerful CRM Software

Learn how Centrex Software can help your business increase conversions, generate more revenue, and boost productivity.

Request a Demo