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Centrex Software Review

3

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
Vertical Industry, Financial Services

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Description of Centrex Software

Centrex Software is a consumer and business finance dedicated CRM and loan servicing software platform for brokers, direct funders, and investors. Rid yourself of trying to string multiple technologies together to run your finance business. Centrex brings everything that you need all under one roof. From CRM, email and SMS marketing, website integrations, deal opportunity management, to pulling credit, bank statements, ACH processing, servicing, accounting, broker portals, and client portals

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Very useful and user friendly platform

Centrex is a very robust software. If you need to access multiple different functions, it is a one stop shop. If you need to run multiple business, it is very helpful to know that everything is in one place. I wish that when you ran a report that a pop up box came up to let you know that the report you needed to run, etc. did not exist. I am accessing Centrex to run all of the functions that I need in one place. I am using it to run all of the loan servicing functions for a loan broker that I…

Pros
  • Very user friendly with great customer support available 24/7 via phone or chat if ever i encounter problem while navigating around centers
Cons
  • Minor Issues

Revainrating 5 out of 5

Great Product and even better Customer Service

The customer service was great! They were always willing to help with any questions I had about their product line or anything else pertaining to my account manager's team. Their support staff has been around since day 1 when we first signed up so they really understand our needs as an organization. It would be nice if there could have been more templates available in some areas (like invoicing). We are able to track every aspect of what goes into creating each invoice from start-to-finish…

Pros
  • Easy user interface, helpful techs who listen & work hard for you., easy accessability by phone/email that gets right back atcha quickest.and most importantly no problems whatsoever after years

Revainrating 5 out of 5

Awesome Cloud Based Software Solution

I like how easy it was setup with our existing system as well using other 3rd party applications we use daily! Easy integration between Salesforce & Hubbardsoft Accounting Systems - very helpful when needing updates from both systems at once time or during an update process in either program (it syncs automatically). Very user friendly interface which makes any training needed quite simple compared others out there who require more complex processes/training before getting started- however…

Pros
  • User Friendliness
  • Ability To Customize System
  • Integration With Multiple Other Services
Cons
  • It is hard to say