Rating
4.9
8 reviews
Categories
4
Founded
2015
Employees
7
Centrex is a financial CRM software platform designed for brokers, direct lenders, and investors. The platform consists of loan origination, email integration, esign, document management, payment processing, email and SMS marketing, client portal, broker portal, calendar, white label mobile app, and much more. Centrex brings together everything that you need to run your finance business all under one roof. Professional software consulting is also available.
Ad spend / mo
$0
0 paid keywords
Paid visits / mo
0
Organic keywords
522
Organic visits / mo
866
SEMrush reports no paid spend for this domain, but Google confirms 8 ad creatives- a paid channel SEMrush's panel misses.
Creatives run
8
as Centrex Software, Inc.
Active now
0
last 14 days
Advertising since
Jul 2023
2.5+ yrs running
Last seen
Feb 2026
The shared messaging across Loan Origination & Servicing Platform advertisers - the validated angles to copy. See the niche →
(8 reviews)
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.
Jessica P. · Marketing Specialist · Financial Services · April 12, 2022
Pros: Functionality and Customization and [SESITIVE CONTENT] He's great!
Cons: System updates have been causing slowdowns recently but they are working on it
Anonymous User · CEO · Financial Services · October 20, 2021
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
| Category | Page | Rank | Placement |
|---|---|---|---|
| Commercial Loan | 1 | 6 | Ad |
Domain confidence 98%
Anonymous User · CEO · Financial Services · October 15, 2021
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.
Pros: Integration, Lead, Generation, Triggers, Lead Status Building
Cons: There are no negatives in this software .
Brandon G. · CEO · Financial Services · September 14, 2021
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.
Colin G. · Owner and Head of Creative · Media Production · May 9, 2021
Very responsive to my inquiries on how to make something do what I needed it to do.
Pros: It was structured so it fit my company and what we needed it to do as a CRM system.
Cons: Have not found any at this time. Easy to use
Brad K. · President · Banking · May 4, 2021
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
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
Zorik L. · President · Business Supplies and Equipment · March 16, 2021
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.
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.
Rob B. · CEO · Financial Services · March 5, 2021
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| Financial CRM | 3 | 2 | - |