Integrations

Seamlessly integrated partners

Here at Centrex we have partnered with a variety of different vendors to enable our clients to service their entire business portfolio through the Centrex ecosystem.

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ACH Processors

We’ve partnered with various ACH Processors to enable our clients to service their entire loan/advance portfolio through the Centrex Software CRM interface. Process merchant debits, syndicate credits, and more.

Financial Data

We’ve partnered with Plaid to pull financial data and monitor financial data.  The Plaid integration is only available within the Centrex Software mobile app and mobile app admin screens at the moment.

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Credit Reporting

We’ve partnered with Universal Credit Services now Xactis, for credit report data and Decision Logics for verifying bank account data.  Both organizations know the industry well an have been working with us for some time now.

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Phone Systems

We’ve partnered with various phone system and dialer companies which enable click-to-call, automatic call logging and more, directly in the Centrex Software CRM interface.

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Text Messaging

We’ve partnered with Twilio so that you can participate in a variety of text messaging within the Centrex platform.  Threaded text message conversations, text message auto responders, text message blasting, and text message notification and triggers.

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Syndication Network

We’ve partnered with SuperVest, a syndication network,  to provide loan and advance syndication relationships directly available through the Centrex Software CRM platform.

Data Warehousing

We’ve partnered with SnowFlake for warehousing data within Centrex.  Custom queries can be written and data can be pulled into a BI tool like Tableau or Google Data Studio for custom reporting and dashboards.  Managed Data Cloud is the product.

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Background Checks

We’ve partnered with Thomson Reuters and their CLEAR search program to enable our customers to pull background checks on their merchants and/or borrowers.

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Gamification

We’ve partnered with Spinify that utilizes our managed data cloud product to create games and competitions for the sales reps on the sales floor.  Favorite songs, cash rewards, leader boards, and much more.

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