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Über Centrex

Centrex is a consumer/business finance dedicated CRM and loan servicing software platform for brokers, direct funders, and investors.

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Nutzerbewertungen filtern (7)

Verifizierter Rezensent
CEO in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great CRM

5 letzten Monat Neu

Vorteile:

Functionality and Customization and [SESITIVE CONTENT] He's great!

Nachteile:

System updates have been causing slowdowns recently but they are working on it

Antwort von Centrex Software

letzten Monat

This client has been with Centrex for many years and has been monumental in some of the updates we have made as a software company over the years.

Colin G.
Owner and Head of Creative in USA
Medienproduktion, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great CRM with a Focus on the Financing Industry

5 vor 7 Monaten

Vorteile:

We are a high-end media production agency focusing on the production of commercial content for corporate entities. As many of our productions / packages can get into the five and six figures, we offer a financing option to our clients. Centrex has been invaluable in helping us not only throughout the sales cycle when nurturing leads but also in tracking these financing options that we offer to our clients. We used to use Salesforce but needed to find a solution that was more tailored to servicing these financing options without needing to deeply customize the platform. Centrex was not only easy to set up, but the support that we received from their team was fantastic.

Nachteile:

We currently have to use other apps to track the status of our productions (pre-production, scripting, on-set production, post production, client review, etc) so it would be nice to have a way to integrate these within Centrex, although that is not what a CRM would primarily be used for.

Antwort von Centrex Software

vor 7 Monaten

Chromatic Digital Cinema is awesome because they work on very very large budget media projects and they offer a pay as you go program for their clients. They were able to use the Centrex platform to service that program. Awesome Centrex customer with a unique finance product need.

Brad K.
President in USA
Bankwesen, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

ACLB 2021

5 vor 7 Monaten

Kommentare: Very responsive to my inquiries on how to make something do what I needed it to do.

Vorteile:

It was structured so it fit my company and what we needed it to do as a CRM system.

Nachteile:

Have not found any at this time. Easy to use

Antwort von Centrex Software

vor 7 Monaten

Brad at Alaska Commercial Loan Brokers is a smaller shop that really loves the automation built into the CRM. They don't have all the resources in the world but with Centrex they feel like they can accomplish far more. Pleasure having Brad and Alaska on board.

Brandon G.
CEO in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Excellent company

5 vor 3 Monaten

Kommentare: I have been working with [SENSITIVE CONTENT] & his team for a long time now, they have been a huge help to our daily process. Anytime I need something, they help immediately to make sure our operation is running as smooth as possible. I recommend [SENSITIVE CONTENT] & his team to any sales organization looking to upgrade their production and lead management.

Vorteile:

Integration, Lead, Generation, Triggers, Lead Status Building

Nachteile:

There are no negatives in this software .

Antwort von Centrex Software

vor 3 Monaten

Brandon with Critical Financing has been a long time customer of Centrex and is one of the most forward thinking clients we have. He is always pushing us to think outside the box when it comes to creating new technology. His passion and excitement for our product has always been motivating for our team. Absolute pleasure to work with. Thank you Brandon.

Zorik L.
President in USA
Geschäftsbedarf & -einrichtung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

TAKING CRM TO THE NEXT LEVEL

5 vor 9 Monaten

Kommentare: I would recommend Centrex to any Lender or Broker in the MCA Space who is looking for a CRM that gets the job done when it comes to data management, deal flow, and at the same time getting their sales teams more efficient andprductive

Vorteile:

Best Features include Drip Campaigns, List Building, Data Management, and Data Flow Process

Nachteile:

The only improvement I would reccomend is the SMS marketing needs work on the template building

Antwort von Centrex Software

vor 7 Monaten

Zorik and his team at FundTru are one of those very awesome clients that really dives into all aspects of the software. They push all the buttons to maximize their investment. Absolute pleasure working with this group.

Rob B.
CEO in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Centrex is awesome

5 vor 9 Monaten

Kommentare: We love the tech all the way around. From email marketing and dialer integration and opportunity management, it offers all that we need to run our finance business.

Vorteile:

We love how they bring all sorts of different tech all under one roof so I don't have to string it all together myself.

Nachteile:

They forced us to use their integrated vendors but it worked out in the long run.

Antwort von Centrex Software

vor 9 Monaten

FundMerica is probably one of the best Centrex Software clients to work with. Their team, their work ethic and their willingness to evolve with the platform has been monumental to their success. You guys rock.

Verifizierter Rezensent
CEO in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Best in the business

5 vor 2 Monaten Neu

Vorteile:

Really great CRM. Came from a heavy salesforce background and Centrex goes head to head in almost every area for a fraction of the cost to implement. Comes out the box ready for any company within the financial sector to use. Made my sales teams life 10 times easier

Nachteile:

The built in document signing software it comes with isn't as good as docusign and they don't integrate with docusign. That said, they are apparently working on improving it early 2022 and you can always continue to use docusign on the side if you prefer

Antwort von Centrex Software

letzten Monat

This client is an awesome forward thinking customer. They purchased one of our consulting packages and starting using the platform to run their business right away. They were respectful and really took our advice to help make their business more efficient.