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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.
What is eSign?
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What is Doc2?
Leverage your pre-existing templates to create contracts using smart forms, while delighting your clients and teams with effortless electronic signing features. Our cutting-edge technology allows you to generate identical documents in a fraction of the usual time, maximizing efficiency. You will gain access to detailed audit logs and eSigning certificates that bolster both security and accountability. Clients will be consistently pleased with the professional appearance of your branded documents, emails, and eSigning interfaces. Manage all of your templates conveniently in one centralized location, which gives you the freedom to access any document from any device, no matter where you are. This efficient approach removes outdated templates, ensuring that your team always works with the latest versions. Recognizing the importance of your time, our expert team will set up your templates for you, so your trial period only starts once your templates are fully configured, enabling you to hit the ground running. By producing professional documents in just seconds, you'll surpass client expectations while ensuring compliance with accurate and branded onboarding materials. You can efficiently close deals in compliance with regulations by utilizing well-crafted engagement documents. Furthermore, our platform is built to adapt to your evolving needs, providing continuous support and updates as your business grows. This adaptability ensures that you are always equipped with the most effective tools to enhance your operations and meet your clients' demands.
Integrations Supported
HubSpot CRM
HubSpot Customer Platform
Salesforce
Trustpilot
Vtiger CRM
API Availability
API Availability
Has API
Pricing Information
$799.00/one-time/user
Free Trial Offered?
Pricing Information
$55.42 per month
Free Trial Offered?
Supported Platforms
Windows
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
Graphics Point Engineering
Date Founded
2005
Company Location
United States
Company Website
www.graphicspointengineering.com
Company Facts
Organization Name
Doc2
Company Location
United Kingdom
Company Website
doc2.co
Categories and Features
Digital Signage
Content Scheduling
Multi-Screen Support
Remote Deployment
Remote Display Management
Visual Editor
Video Wall Management
Not specified
Categories and Features
Digital Signature
Audit Trail
Auto Reminders
Customizable Templates
Document Control
Archiving & Retention
Compliance Management
Electronic Signature
Version Control
Document Generation
Digital Signature
Multiple Output Formats
Templates
Document Management
Access Controls
Archiving & Retention
Compliance Tracking
Document Conversion
Electronic Signature
File Type Conversion
Version Control