---
description: Review of Centrex Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
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title: Centrex | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Commercial Loan Software](/directory/4758/commercial-loan-software/software) > [Centrex](/software/368311/centrex)

# Centrex

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> Centrex is a cloud-based finance customer relationship management (CRM) solution, which helps enterprises manage client interactions, revenue generation and loan portfolio. Other features include custom workflows, override/SlowPay calculator, contact management, email template creation and event-triggered notifications. 

The solution includes a lender matchmaking feature that enables businesses to add lender criteria such as entity type, years in business or credit score, send submissions to recommended lenders and track their deal closing performance. Centrex’s text and email marketing functionalities facilitate communication with brokers, vendors and syndicates. Clients can use their white-labelled portals to upload documents, view assigned tasks and sign off payment approvals. With its deal management module, finance teams can handle multiple deals for every contact, create pipelines and control deal permissions for representatives. 

Centrex offers integration with several third-party platforms including ACHWorks, Twilio and Ytel. Pricing is available on request and support is offered via email, phone and documentation.
> 
> Verdict: Rated **4.9/5** by 8 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.9/5** | 8 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 4.5/5 | Based on overall reviews |
| Value for Money | 4.8/5 | Based on overall reviews |
| Features | 4.8/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Centrex Software
- **Location**: Costa Mesa, US

## Commercial Context

- **Pricing model**: Flat Rate
- **Pricing Details**: Please contact Centrex for pricing details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortisation Schedule
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Database
- Client Management

## Integrations (17 total)

- ACH Processing
- Credit Card Terminal
- Decision Logic
- EFT Canada
- Fivetran
- Gmail
- MeridianLink Consumer
- Microsoft Entra Verified ID
- Plaid
- RingCentral Engage Voice
- SendGrid
- Snowflake
- Spinify
- Twilio
- WordPress

... and 2 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Commercial Loan Software](https://www.softwareadvice.ie/directory/4758/commercial-loan-software/software)

## Related Categories

- [Commercial Loan Software](https://www.softwareadvice.ie/directory/4758/commercial-loan-software/software)
- [Banking Software](https://www.softwareadvice.ie/directory/4216/banking-systems/software)
- [Mortgage Software](https://www.softwareadvice.ie/directory/4208/mortgage/software)
- [Loan Origination Software](https://www.softwareadvice.ie/directory/4557/loan-origination/software)
- [Loan Servicing Software](https://www.softwareadvice.ie/directory/4505/loan-servicing/software)

## Alternatives

1. [Creatio CRM](https://www.softwareadvice.ie/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews)
2. [Intelligrow](https://www.softwareadvice.ie/software/305924/intelligrow) (0 reviews)
3. [The Mortgage Office](https://www.softwareadvice.ie/software/84138/the-mortgage-office) — 4.8/5 (285 reviews)
4. [Plaid](https://www.softwareadvice.ie/software/179020/plaid-for-lending) — 4.4/5 (96 reviews)
5. [Financial Services Cloud](https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud) — 4.8/5 (5 reviews)

## Reviews

### "Best in the business" — 5.0/5

> **Verified Reviewer** | *15 October 2021* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: 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
> 
> **Cons**: 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

-----

### "TAKING CRM TO THE NEXT LEVEL" — 5.0/5

> **Zorik** | *16 March 2021* | Business Supplies & Equipment | Recommendation rating: 10.0/10
> 
> **Pros**: Best Features include Drip Campaigns, List Building, Data Management, and Data Flow Process
> 
> **Cons**: The only improvement I would reccomend is the SMS marketing needs work on the template building
> 
> 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

-----

### "Good for a start up" — 4.0/5

> **Jessica** | *12 April 2022* | Financial Services | Recommendation rating: 5.0/10
> 
> **Pros**: What I like the most about this software is the ease of use- it was very quick to learn.
> 
> **Cons**: What I like the least about this software is there is no ability to forecast and track important tasks.

-----

### "Great CRM with a Focus on the Financing Industry" — 5.0/5

> **Colin** | *9 May 2021* | Media Production | Recommendation rating: 10.0/10
> 
> **Pros**: 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.
> 
> **Cons**: 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.

-----

### "Centrex is awesome" — 5.0/5

> **Rob** | *5 March 2021* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: 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.
> 
> **Cons**: They forced us to use their integrated vendors but it worked out in the long run.
> 
> 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.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/368311/centrex)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/loan-origination/centrex-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/368311/centrex> |
| en-GB | <https://www.softwareadvice.co.uk/software/368311/centrex> |
| en-IE | <https://www.softwareadvice.ie/software/368311/centrex> |
| en-NZ | <https://www.softwareadvice.co.nz/software/368311/centrex> |

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