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Ratings and Reviews 0 Ratings
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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 Capitán CRM?
Capitán CRM provides a seamless way to keep track of both existing and potential clients, while also compiling all essential information. Its advanced features empower your business to efficiently organize and oversee all relevant data. With the capability to create reports with a single click, you gain immediate access to vital insights that can propel your organization forward. Furthermore, the option to export files in formats such as PDF and Excel enhances the ease of data management. You can also handle each client separately, adjusting settings to cater to their unique requirements. This degree of personalization not only strengthens the bond between your business and its customers but also boosts overall satisfaction and loyalty. Ultimately, Capitán CRM is designed to elevate your customer relationship management experience significantly.
Integrations Supported
Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
Integrations Supported
Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour 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
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Centrex Software
Date Founded
2015
Company Location
United States
Company Website
www.centrexsoftware.com
Company Facts
Organization Name
Capitan
Company Location
Israel
Company Website
capitan.solutions
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
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
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management