All-in-One Dedicated Finance CRM & LOS
Centrex Software is an end-to-end business finance CRM built for funders, brokers, and syndicators in any funding industry. Track your deal cycle from start to finish and manage your portfolio in one place.
Sales Teams
Salespeople and sales managers can take advantage of Centrex Software’s state-of-the-art CRM to boost revenue and close more deals.
- Manage Your Deal Pipeline
- Track Emails & Calls
- Send & Receive Texts
- Create and Complete Tasks
- Take Notes
- Send Documents for eSign
Marketing Teams
Marketing team members can utilize Centrex Software CRM to generate more leads and increase conversion rates.
- Create Custom Email and SMS Templates
- Send Email and SMS Campaigns
- Build Dynamic Audience Lists
- Implement Email and SMS “Drip” Marketing
- Track Lead and Data Sources
- Monitor Campaign Performance
Operations Teams
Operations team members can utilize Centrex Software CRM to boost efficiency across the board through automation.
- Create Automatic Task Triggers
- Customize Availability Schedules
- Create Teams
- Create Custom Email Notifications
- Auto-Assign Contacts and Deals
- Customize User Roles and Permissions
Accounting Teams
Accounting team members can utilize Centrex Software CRM accounting reports to stay on top of the numbers effortlessly.
- Create Custom Accounting Reports
- View Pipelines
- View Summary Reports
- Export Reports
- Email Reports
- Analyze Reports
Lots of Additional Features
Loan Servicing Software
Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal.
Text & Email Marketing
Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more.
ClixSign® Documents
Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers.
Client Portal
Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more.
Contact & Deal Management
State-of-the art contact and deal management software gives you the full picture of your entire pipeline.
Affiliate Management
Add Brokers, Lenders, Syndicates, and other affiliates. Give limited access to affiliates to optimize efficiency.
Centrex Software Testimonials
Rob Denton
"The team at Centrex Software has really helped me dive deep into my business and create automation I didn't even know could happen!"
Corporate Capital Direct
Chris Gravagna
"Trey, Mike and the team at Centrex Software have always been a pleasure to work with. We have been using the CRM for years and our team loves it."
In Advance Capital
Jack Jeter
"Centrex Software has been there for me and my team for the last several years and I couldn't be happier with my CRM"
Merchant ReFi
Ryan Cossio
"The team at Centrex Software has really helped me dive deep into my business and create automation I didn't even know could happen!"
Capitalize
Rob Beebe
"The Centrex Software support team has always been available for my questions and has helped me several times making sure my CRM operates smoothly."
FundMerica
Zach Ramirez
"We purchased the Centrex Software diamond consulting package. Trey and Mike came to our office and spent all week with us really making sure the software was designed around our processes and workflow. They trained our team face to face and really worked hard to make sure we received what we wanted. I couldn't be happier with the results!"
US Cap Co
Keith Nason
"Centrex Software is one of the best platforms out there in the sector that I push all my clients to. Being a consultant in the sector I wanted to make sure I was recommending platforms that really perform. Centrex Software and their team does just that."
Nason Consulting
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Stay Informed About Private Lending
Since 2014, Centrex Software has provided cutting-edge customer relationship management (CRM) software to hundreds of clients in the B2B alternative business lending sector. Our expert support and sales team will guide you along the way to success.
Office Locations
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Stay Informed About Private Lending
Contact Centrex Software
Contact Centrex Software by whichever method you choose. There is no fee for making contact, they pay us to be listed here. If you submit an email message, it will be sent to the company, and they will reply to you directly. A copy will be saved in our database.