CRM Software

Centrex Software is an end-to-end business finance CRM built for funders, brokers, and syndicators in any funding industry. Track your deal cycle from start to finish and manage your portfolio in one place.

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All-in-One CRM Software

Run your entire business with one powerful platform.

Sales Teams

Salespeople and sales managers can take advantage of Centrex Software’s state-of-the-art CRM to boost revenue and close more deals.

  • Manage Your Deal Pipeline

  • Track Emails & Calls

  • Send & Receive Texts

  • Create and Complete Tasks

  • Take Notes

  • Send Documents for eSign

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Marketing Teams

Marketing team members can utilize Centrex Software CRM to generate more leads and increase conversion rates.

  • Create Custom Email and SMS Templates

  • Send Email and SMS Campaigns

  • Build Dynamic Audience Lists

  • Implement Email and SMS “Drip” Marketing

  • Track Lead and Data Sources

  • Monitor Campaign Performance

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Operations Teams

Operations team members can utilize Centrex Software CRM to boost efficiency across the board through automation.

  • Create Automatic Task Triggers

  • Customize Availability Schedules

  • Create Teams

  • Create Custom Email Notifications

  • Auto-Assign Contacts and Deals

  • Customize User Roles and Permissions

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Accounting Teams

Accounting team members can utilize Centrex Software CRM accounting reports to stay on top of the numbers effortlessly.

  • Create Custom Accounting Reports

  • View Pipelines

  • View Summary Reports

  • Export Reports

  • Email Reports

  • Analyze Reports

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Business Owners

Business Owners get the full picture of their end-to-end company operations with Centrex Software CRM.

  • Customize Business Workflow

  • Customize Deal Settings

  • Manage Brokers

  • Manage Lenders

  • Manage Syndicators

  • Create Business Rules

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Grow Faster With Centrex Software

Generate more leads, close more deals, track and manage your portfolio, all under one roof.

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Text & Email Marketing

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

Loan Servicing

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

ClixSign® Documents

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

Contact & Deal Management

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

Client Portal

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

Affiliate Management

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

Quick Implementation

You’ll quickly get access to your new CRM when you come onboard.

Training and Support

You’ll have access to guided training and support for your users.


Centrex Software offers value-added consulting and implementation packages to jumpstart your CRM.


We go above and beyond to ensure the security of your CRM data.

Hands down the best CRM we've ever used.

Rob DentonCorporate Capital Direct

Why Centrex Software?

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 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.

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

View our powerful Business Loan CRM Software

Merchant Cash Advance

View our powerful Merchant Cash Advance CRM Software

Call Centers

View our powerful Call Center CRM Software

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