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Centrex
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM software for finance sector
Table of Contents
Centrex - 2026 Pricing, Features, Reviews & Alternatives
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Centrex overview
What is Centrex?
Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform.
The application allows loan brokers to build amortization schedules, prepare dynamic payment plans, add lenders, and submit deals. Businesses can provide a custom branded portal to let ISOs, affiliates, or investors submit new deals, manage payee bank account details, and create users and sub-users. Centrex also offers lender recommendations, helps add or edit lender criteria, and evaluates their performance via the lender matchmaking module.
Teams can create custom workflows to manage contacts across various stages, monitor deal status that matches with contacts, and extend deal permissions to representatives. Clients can use the white-labelled portals to upload documents, view assigned tasks, payments or balances, and reset passwords. Centrex offers integration with multiple third-party platforms such as Actum Processing, Twilio, Ytel, DecisionLogic and more.
Starting price
Alternatives
Centrex’s user interface
Centrex reviews
Overall rating
4.9
/5
8
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.25/10
5
4
3
2
1
7
1
0
0
0
Centrex's key features
Most critical features, based on insights from Centrex users:
All Centrex features
Features rating:
Centrex alternatives
Centrex
Starting from
No pricing info
Creatio CRM
Starting from
25
Per month
Bitrix24
Starting from
61
Per month
Caspio
Starting from
540
Per month
Centrex pricing
Value for money rating:
Starting from
No pricing info
User opinions about Centrex price and value
Value for money rating:
Centrex integrations (13)
Centrex support options
Typical customers
Platforms supported
Support options
Training options
Centrex FAQs
Centrex has the following pricing plans:
Pricing model: Subscription
Q. Who are the typical users of Centrex?
Centrex has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does Centrex support?
Centrex supports the following languages:
English
Q. Does Centrex support mobile devices?
Centrex supports the following devices:
Android, iPad, iPhone
Q. Does Centrex offer an API?
Yes, Centrex has an API available for use.
Q. What other apps does Centrex integrate with?
Centrex integrates with the following applications:
Ytel, MeridianLink Consumer, Zapier, Gmail, Plaid, WordPress, SendGrid, RingCentral Engage Voice, Spinify, Fivetran, Twilio, Decision Logic, Snowflake
Q. What level of support does Centrex offer?
Centrex offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base, FAQs/Forum