All-in-One
Finance CRM Software

Run your entire finance business all with one platform

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

Sales

  • Website Integration with Autoresponders
  • Pipeline Management
  • Dynamic Data Management
  • Task Management
  • Notes
  • Document Management
  • Google Maps Integration
  • Call Tracking

Sales

  • Website Integration with Autoresponders
  • Pipeline Management
  • Dynamic Data Management
  • Task Management
  • Notes
  • Document Management
  • Google Maps Integration
  • Call Tracking

Sales

  • Website Integration with Autoresponders
  • Pipeline Management
  • Dynamic Data Management
  • Task Management
  • Notes
  • Document Management
  • Google Maps Integration
  • Call Tracking

Sales

  • Website Integration with Autoresponders
  • Pipeline Management
  • Dynamic Data Management
  • Task Management
  • Notes
  • Document Management
  • Google Maps Integration
  • Call Tracking
Contact Management

Sales

  • Website Integration with Autoresponders
  • Pipeline Management
  • Dynamic Data Management
  • Task Management
  • Notes
  • Document Management
  • Google Maps Integration
  • Call Tracking

Sales

  • Website Integration with Autoresponders
  • Pipeline Management
  • Dynamic Data Management
  • Task Management
  • Notes
  • Document Management
  • Google Maps Integration
  • Call Tracking

Fully Whitelabeled
Mobile App Integration

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.

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.

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.

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.

Professional Consulting

Consulting

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Mentorship

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Dedicated Financial
Products

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.

Monitor Balances

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

See Advances/Loans

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

Are you a direct lender or funder and need to service a portfolio?

Learn More

Grow Faster

with Centrex Software

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

ClixSign Documents

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

Text & Email Marketing

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

Client Portal

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

ClixSign Documents

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

Contract & Deal Management

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

Loan Servicing

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

Affiliate Management

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

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 →

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Cash Advance →

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Consumer Loans →

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Loan Servicing

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Advance Servicing

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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