Centrex Software
4.8 out of 5 starsRatings and Reviews 18 Ratings
Ratings and Reviews 0 Ratings
What is Centrex Software?
Our robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
What is CREDIMOVIL?
CREDIMOVIL provides a cloud-centric platform designed for businesses to effectively oversee their credit portfolios and field collection initiatives. Featuring a user-friendly Android app alongside a web-based management interface, teams can seamlessly register customers, issue and allocate loans, record both complete and partial payments, and keep track of account balances, collection routes, and collector settlements with ease. Moreover, the system supports certain collection activities offline, ensuring that data syncs automatically once a network connection is restored. Administrators have the capability to monitor user activity, manage cash flow, and regulate income and expenses, all while accessing a variety of reports, statistics, and Excel export options that allow for in-depth portfolio assessment. The platform also utilizes GPS technology to record payment locations, and QR codes are employed for customers to effortlessly view their payment plans and balances. Communication is further optimized as teams can share payment records via WhatsApp, guaranteeing that crucial information is easily accessible. Ultimately, CREDIMOVIL acts as an essential conduit between field collectors and administrators, enhancing the coordination of accounts and collections to boost operational efficiency. Additionally, this comprehensive solution adapts to the evolving needs of businesses, ensuring they remain competitive in the dynamic credit management landscape.
Integrations Supported
Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
API Availability
Has API
API Availability
Pricing Information
Centrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
Pricing Information
$13.99/month
COP 50,000 per company per month, with up to 3 active users included. Each additional user costs COP 10,000 per month; each additional company or branch requires a separate subscription. The site displays an approximate equivalent of $13.99 per month.
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Android
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Company Facts
Organization Name
Centrex Software
Date Founded
2015
Company Location
United States
Company Website
www.centrexsoftware.com
Company Facts
Organization Name
BANNERSOFT
Date Founded
2024
Company Location
Colombia
Company Website
credimovil.top
Categories and Features
Financial CRM
Account Alerts
Expense Tracking
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Loan Management
Not specified
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Loan Servicing
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Categories and Features
Loan Management
Not specified