FinTech CRM Software

Fully Customizable Fintech CRM Software

A dynamic fintech CRM software platform architected and designed for the modern day fintech company.

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Data Management

Build dynamic lists based on any data point, including time in status, and share assigned contacts with team members.

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Email Marketing

Send one-off emails, auto responder emails, email triggers and notifications, and blast email marketing.

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Electronic Signature

Pre-populate documents with data and send for electronic signature.  Digital certificate on each document.

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Calendar

Create calendars and calendar appointments for each contact with reminders and notifications.

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CRM for Fintechs

Representatives

Track calls, sales, and notes in one central platform. Schedule events, get reminders, and increase your overall productivity and performance.

Managers

Increase team productivity and optimize efficiency through smart CRM automation technology. Stay on top of essential reporting and monitor team performance.

Business Owners

Create custom business rules, user roles permissions, manage affiliates, and track your entire pipeline. Get activity reports and create custom business rules.

Put Your Fintech Company in the Mobile App Stores

Whether your fintech company requires document management, task management, notifications, loan or advance management, personal financial management (PFM), underwriting, or financial health monitoring, Centrex has everything you might need all in one secure mobile experience.

We give your business the ability to inject value added financial services via fintech solutions along the way of a consumer or business owners path to success. Give your customers the power of Centrex.

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The future of fintech CRM is now

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Productivity Reporting

See extensive productivity reports that show calls made, messages left, connectivity, and more. Filter reports on reps and customers.

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Custom Fields and Forms

Completely customize each field in the CRM along with all your intake forms. Create custom forms for internal or external use.

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Phone System Integrations

Integrations into several different phone systems and dialers with click to call, screen pops, auto dispositions, and more.

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Dynamic List Building

Create dynamic lists where reps can all have access to the same list but can only see data on that list assigned to themselves.

Grow Faster

with Centrex Fintech CRM

With the Centrex fintech CRM, you will watch your fintech company grow to new heights and reach levels you never knew you could reach.

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Payment Processing

Process both credit cards and and/or ACH drafts.  Both one-off payments or recurring payments.  

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Text & Email Marketing

Communicate with clients via SMS and email, 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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Web Form Integration

Utilizing the Centrex WordPress plugin or any other web form into Centrex is easy and customizable. 

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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 loan portfolio through Centrex with integrated payment processing.

See it in Action

Want to see our fintech CRM in action?

More tools, more features, a better experience, all under one roof.