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Centrex SoftwareOur 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.
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Gym AssistantGym Management Software with No Monthly Fees Gym Assistant is easy to use but powerful gym management software with no monthly fees, designed for gyms that want full control without recurring monthly fees. Ideal for gyms, health clubs, fitness centers, boxing & MMA academies, personal training studios, recreation centers, swim pools, & wellness facilities. Manage member sign-up, attendance, payments, billing, & retail sales with integrated POS. Control door access, track check-ins, & generate detailed membership and revenue reports—all from one integrated system backed by quality US based Support. Streamline daily operations & reduce front desk workload through automation. Optional MemberConnect digital services include an online member portal, SMS messaging, & a mobile app for check-in & door access. Easy to use & quick to learn, Gym Assistant lets staff register new members in minutes. No monthly fees, one-time purchase, no contracts - you own it. Simple, powerful and affordable.
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Dynamo SoftwareDynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
What is Finalytic?
Finalytic, a cutting-edge cloud-based revenue management solution crafted by Formidium, serves as a financial navigator for the global financial services sector. This platform enables the real-time tracking of key performance indicators such as revenue, ARR, MRR, and churn, while also providing detailed waterfall revenue reports and schedules, which empower finance experts to spot trends, streamline revenue recognition, and eliminate the need for tedious spreadsheets. By enhancing invoicing capabilities with customizable recurring bills, scheduled batches, and tailored templates, it not only boosts revenue generation but also conserves precious time. Moreover, it supports both traditional and digital payment avenues, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and stablecoins like USDC and USDT through a built-in digital currency gateway. The inclusion of payment automation helps reduce Days Sales Outstanding (DSO) and guarantees round-the-clock access to an intuitive portal. With its sophisticated smart reports and insights, Finalytic equips users to quickly translate data into informed strategic actions. Additionally, the secure and interactive client portal offers customers transparency concerning invoices and payments, alongside a secure data vault for safeguarding their financial information. This all-encompassing strategy not only enhances operational efficiency but also positions Finalytic as an indispensable resource for contemporary finance teams striving for clarity and effectiveness in their revenue management endeavors. As such, it represents a significant advancement in the quest for improved financial oversight.
What is ClearSync?
ClearSync seamlessly integrates the subscription and billing data from Stripe into HubSpot, allowing SaaS teams to effectively oversee their revenue operations directly within their CRM environment. This innovative solution carefully reconstructs the entire history of Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR) fluctuations by analyzing Stripe invoices and subscriptions, thereby organizing this information into structured objects within HubSpot to improve reporting, workflows, and automation functionalities. Companies utilize ClearSync to:
• Track upgrades, downgrades, churn, and expansion revenue
• Trigger HubSpot workflows based on Stripe events
• Equip sales and customer success teams with valuable insights regarding customer revenue
• Generate accurate MRR and ARR dashboards in HubSpot
• Automate alerts for failed payments, potential churn, and approaching renewals
Unlike typical Stripe integrations that simply synchronize invoices, ClearSync goes a step further by effectively reconstructing subscription histories and the variations in recurring revenue, enabling teams to understand revenue trends over time. Specifically designed for B2B SaaS companies that use Stripe Billing alongside HubSpot, ClearSync guarantees that precise subscription information is always accessible for crucial revenue reporting and sales processes. This powerful tool not only streamlines operational workflows but also significantly enhances the financial management strategies of SaaS organizations, ultimately leading to better decision-making and growth opportunities.
Integrations Supported
Apple Pay
Google Pay
HubSpot CRM
PayPal
Stripe
Stripe Billing
Integrations Supported
Apple Pay
Google Pay
HubSpot CRM
PayPal
Stripe
Stripe Billing
API Availability
Has API
API Availability
Has API
Pricing Information
$250 per month
Free Trial Offered?
Free Version
Pricing Information
$149/month
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
Finalytic
Company Location
United States
Company Website
finalytic.com
Company Facts
Organization Name
ClearSync
Date Founded
2025
Company Location
United States
Company Website
clearsync.ai
Categories and Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Categories and Features
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics