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.

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Business Loans

Build amortization schedules, document management, multiple offers, mobile app, track commissions and fees.

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Merchant Cash Advance

Track advances, submit deals to multiple funders, factor rate calculator, track commissions, monitor renewals, syndicates.

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FinTech

Track customers, email and SMS, calendar, esign, doc mgmt, task mgmt, client portal, payment processing.

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Personal Loans

Personal loan CRM is coming soon.  

Learn 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
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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
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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
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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
Contact Management

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
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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
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Put Your Brand in Your Clients Pocket

White labeled mobile app

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Plaid Integration

Your clients can easily and quickly link all their bank and credit card accounts pulling in transactional data for complete underwriting models.

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Document Collection

Your clients can upload necessary documents and also view e-sign documents that have been uploaded into your CRM Software.

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Task Management

Create tasks in your CRM and have them pushed into the mobile app along with sending a push notification. Your customers can then view and complete those tasks.

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Advances and Loans

Customers can see all of their advances and/or loans with your business and view transactions and balances.  Customers can also request payoff or request more money.

Professional Fintech Software Consulting

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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.

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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.

Dedicated Financial
and Fintech Products

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Connect Financial Accounts

Your customers can pull in all their corporate bank account and credit card account data and share that data with you and your team in your Centrex CRM.

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Monitor Balances

Your customers can monitor their account balances and transactions each day of the month.

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See Advances/Loans

Your customers can see advances /loans, advance/loan statuses,
balances,  transactions, eSigned documents, shared notes, and more.

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See Advances/Loans

Your customers can see advances /loans, advance/loan statuses,
balances,  transactions, eSigned documents, shared notes, and more.

Grow Faster

with the Centrex CRM

Generate more opportunities, close more deals, service your entire portfolio, experience more, all under one roof.

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ClixSign Documents

Send any document for electronic signature with pre-populated contact data.

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Text & Email Marketing

Communicate with clients, send campaigns, track opens, and more.

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Client Portal

Give your clients a login to upload documents, view messages, monitor balances, and more.

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ClixSign Documents

Send any document for electronic signature with pre-populated contact data.

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Contract & Deal Management

Optimize and automate effortlessly with powerful contact and deal management tools.

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Loan Servicing

Manage and service your entire portfolio through Centrex with integrated processing, and more.

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Broker/ISO Management

Manage multiple brands, ISO’s, Brokers, Lenders, Syndicators, and more.

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Loan Servicing

If you are a direct lender and offer traditional business loan products and are in need of servicing your portfolio, Centrex has all that you need under one roof. With a full amortization calculator, the ability to create multiple offers, integrations with ACH payment processors, and transactions reports and monitoring, Centrex has what you need to be successful.

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Advance Servicing

Are you a merchant cash advance direct funder and require a platform to service your portfolio? Do you have syndicates that need to be tracked and paid out? If so, Centrex offers an end-to-end MCA servicing platform with syndication tracking and payment technology all under one roof. With an MCA calculator, override calculator for slow-pay, syndicate portal and settings, Centrex is where you want to be.

Why Choose Us

Centrex Software CRM will boost your team’s productivity, increase efficiency, provide more transparency, and generate more revenue. Manage your entire end-to-end business in one central platform.

Whether you are a funder, broker, or any business owner in need of a better way to track and manage your pipeline, Centrex Software CRM is built for you. You’ll have access to state-of-the-art technology to keep you at the cutting edge of your industry.

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.

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.

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.

Keith NasonNason Consulting