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What is Salentica?

Salentica offers a remarkable array of customizable features designed to cater to various requirements, along with the flexibility to incorporate many additional options. By automating repetitive processes, performing thorough analyses, and integrating high-quality tools, we have developed a highly efficient web-based financial CRM. Salentica improves activation rates, enhances campaign effectiveness, and sharpens outreach strategies. With its ability to facilitate targeted marketing, better segmentation, the discovery of personalized content opportunities, and a holistic understanding of customer perspectives, it greatly amplifies your marketing effectiveness. Navigating the complexities of client communication can be daunting, but our solution enables you to address their questions with greater knowledge and authority. Through the automation of workflows, your CRM can manage routine tasks, reducing the likelihood of errors and allowing your team to focus on more intricate responsibilities that call for human insight and creativity. In this manner, Salentica not only boosts operational efficiency but also enriches the quality of client interactions, ensuring that your business remains competitive in a dynamic marketplace. Ultimately, this comprehensive approach fosters stronger relationships between your team and clients, paving the way for long-term success.

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.

Media

Media

Integrations Supported

Actum Processing
Decision Logic
Gmail
Microsoft 365
Microsoft Dynamics 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
Twilio
Ytel

Integrations Supported

Actum Processing
Decision Logic
Gmail
Microsoft 365
Microsoft Dynamics 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
Twilio
Ytel

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

SS&C Salentica

Date Founded

1986

Company Location

United States

Company Website

www.salentica.com

Company Facts

Organization Name

Centrex Software

Date Founded

2015

Company Location

United States

Company Website

www.centrexsoftware.com

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

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

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