Ratings and Reviews 20 Ratings
Ratings and Reviews 18 Ratings
What is Microsoft Dynamics 365?
Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.
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.
Integrations Supported
Gmail
Microsoft 365
Spinify
Twilio
Aura365
Connectbase
Delio Lead Management
Desktop.com
Glantus
HelloSky
Integrations Supported
Gmail
Microsoft 365
Spinify
Twilio
API Availability
Has API
API Availability
Has API
Pricing Information
$190 per user per month
Pricing Information
Centrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Microsoft
Date Founded
1975
Company Location
United States
Company Website
dynamics.microsoft.com
Company Facts
Organization Name
Centrex Software
Date Founded
2015
Company Location
United States
Company Website
www.centrexsoftware.com
Categories and Features
AI CRM
Not specified
AI ERP
Not specified
Automotive ERP
Not specified
Billing and Invoicing
Billing Portal
Contact Database
Dunning Management
Payment Processing
Tax Calculator
Budgeting
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Business Intelligence
Not specified
Business Management
CRM
Inventory Management
Marketing Management
Scheduling
Time & Expense Tracking
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
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Healthcare ERP
Not specified
Lead Generation
Lead Capture
Lead Database Integration
Prospecting Tools
Medical Accounting
Not specified
Sales Force Automation
Call Management
Campaign Management
Commission Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
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