Centrex Software Reviews

Centrex Software

4.8 out of 5 stars
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Average Ratings 18 Ratings

Description

CREDIMOVIL offers a cloud-based solution for businesses looking to manage their credit portfolios and field collection efforts. With an intuitive Android application and a web management interface, teams can easily register clients, generate and allocate loans, document both full and partial payments, and monitor account balances, collection routes, and collector settlements efficiently. The platform also allows for selected collection tasks to be performed offline, with data synchronization occurring once a connection is reestablished. Administrators hold the ability to oversee user activity, track cash flow, and manage both income and expenses, while also benefiting from a range of reports, statistics, and Excel export features that facilitate comprehensive portfolio analysis. Additionally, the integration of GPS technology captures payment locations, and the use of QR codes enables customers to access their payment plans and balances effortlessly. Teams can further enhance communication by sharing payment records via WhatsApp, ensuring that vital information is readily available. Ultimately, CREDIMOVIL serves as a vital link between field collectors and administrators, streamlining the management of accounts and collections for enhanced operational efficiency.

Description

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Actum Processing No 
Decision Logic No 
Gmail No 
Microsoft 365 No 
Plaid No 
SendGrid No 
Snowflake No 
Spinify No 
Spinwheel No 
TransUnion Collections Management No 
Twilio No 
WhatsApp Yes 
Ytel No 

Integrations

Actum Processing Yes 
Decision Logic Yes 
Gmail Yes 
Microsoft 365 Yes 
Plaid Yes 
SendGrid Yes 
Snowflake Yes 
Spinify Yes 
Spinwheel Yes 
TransUnion Collections Management Yes 
Twilio Yes 
WhatsApp No 
Ytel Yes 

Pricing Details

$13.99/month
COP 50,000 per company per month, with up to 3 active users included. Each additional user costs COP 10,000 per month; each additional company or branch requires a separate subscription. The site displays an approximate equivalent of $13.99 per month.
Free Trial Yes 
Free Version No 

Pricing Details

Centrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BANNERSOFT

Founded

2024

Country

Colombia

Website

credimovil.top

Vendor Details

Company Name

Centrex Software

Founded

2015

Country

United States

Website

www.centrexsoftware.com

Product Features

Product Features

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management No 
Customer Database Yes 
Digital Signature Yes 
Document Management Yes 
Fee Management Yes 
Loan Processing Yes 
Online Application Yes 

Loan Servicing

Accounting Management Yes 
Amortization Schedule Yes 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution Yes 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management Yes 
Loan Processing Yes 
Student Loans Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

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