Centrex
Description de Centrex
Centrex Software est une plateforme logicielle de CRM et de gestion des prêts dédiée aux particuliers et aux entreprises pour les courtiers, les bailleurs de fonds directs et les investisseurs. Oubliez vos tentatives d'associer plusieurs technologies pour gérer votre entreprise financière. Centrex réunit tout ce dont vous avez besoin sous un même toit. Qu'il s'agisse de CRM, de marketing par SMS et par e-mail, d'intégrations de sites web, de gestion des opportunités de transactions, d'extraction de crédits, de relevés bancaires, de traitement ACH, de services, de comptabilité, de portails de courtage et de portails clients.
Qui utilise Centrex ?
Entreprise de courtage en commerce ou en crédit à la consommation ou société de prêt direct qui doit souscrire et gérer un portefeuille. Les investisseurs/syndicats de ces entreprises disposent également de portails dédiés.
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Centrex
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Utilisateur vérifié
Great CRM
Avantages :
Functionality and Customization and [SESITIVE CONTENT] He's great!
Inconvénients :
System updates have been causing slowdowns recently but they are working on it
Réponse de l'équipe de Centrex Software
l’année dernière
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.
Colin
Great CRM with a Focus on the Financing Industry
Avantages :
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.
Inconvénients :
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.
Réponse de l'équipe de Centrex Software
il y a 2 ans
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.
Jessica
Good for a start up
Avantages :
What I like the most about this software is the ease of use- it was very quick to learn.
Inconvénients :
What I like the least about this software is there is no ability to forecast and track important tasks.
Zorik
Alternatives envisagées :
TAKING CRM TO THE NEXT LEVEL
Commentaires : 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
Avantages :
Best Features include Drip Campaigns, List Building, Data Management, and Data Flow Process
Inconvénients :
The only improvement I would reccomend is the SMS marketing needs work on the template building
Réponse de l'équipe de Centrex Software
il y a 2 ans
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.
Rob
Centrex is awesome
Commentaires : 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.
Avantages :
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.
Inconvénients :
They forced us to use their integrated vendors but it worked out in the long run.
Réponse de l'équipe de Centrex Software
il y a 2 ans
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.
