This is your compare tray

Apps you want to compare will be listed here. Launch a head to head comparison at any time.

Centrex Pricing, Features, Reviews and Alternatives

Centrex product 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Knowledge Base

Training options

Documentation
Videos

Centrex pricing information

Value for money

4.8

/5

8

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Centrex features

Functionality

4.8

/5

8

Total features

49

5 categories

Most valued features by users

API
Reporting/Analytics
Alerts/Notifications
Workflow Management
Accounting
Document Management
Contact Management
Trend Analysis

Functionality contenders

Centrex users reviews

Overall Rating

4.9

/5

8

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.25/10
Rating distribution

5

4

3

2

1

7

1

0

0

0

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great CRM

Reviewed 7 months ago
Pros

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

Cons

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

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great CRM with a Focus on the Financing Industry

Reviewed a year ago
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.

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Good for a start up

Reviewed a month ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TAKING CRM TO THE NEXT LEVEL

Reviewed a year ago

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

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Centrex is awesome

Reviewed a year ago

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.

Vendor response

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.

Centrex FAQs and common questions

Q. What type of pricing plans does Centrex offer?

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 offer an API?

No, Centrex does not have an API available.


Q. What other apps does Centrex integrate with?

Centrex integrates with the following applications:
Ytel, Twilio


Q. What level of support does Centrex offer?

Centrex offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base

Common Centrex comparisons

Related categories