Centrex Software Reviews

Centrex Software 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.

Integrations

API:

Yes, Centrex Software has an API

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Reviews

Total

ease

features

design

support

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Company Details

Company:

Centrex Software

Year Founded:

2015

Headquarters:

United States

Website:

www.centrexsoftware.com

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Media

Product Details

Platforms

SaaS

iPhone

iPad

Android

Type of Training

Documentation

Live Online

Webinars

In Person

Videos

Customer Support

Phone Support

Online

Centrex Software Features and Options

Financial CRM Software

Account Alerts

Asset Management

Expense Tracking

Household Tracking

Influence Tracking

Lead Management

Marketing Management

Relationship Tracking

Team Assignments

Territory Management

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