Client-Cloud Reviews

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.

Eurekos is the customer training LMS built to educate the world outside your organization – partners, distributors, resellers and the networks beyond. Most companies spend years perfecting their product or service, then hand customers a repurposed employee training course and hope for the best. When those customers churn, the product gets the blame. Usually, the training is the problem. Eurekos fixes that. We help you turn training from a cost into a growth engine. The ability to sell courses, accreditations and learning paths directly through the platform doesn’t just help retain business. It transforms customer education into a revenue stream. The same thinking runs through the entire platform – in how Saga AI adapts every learning journey to the individual, in how training portals can be customized to different customers and regions, and in how we work with you long after you go live. Eurekos covers the entire customer journey – from pre-sales through onboarding to ongoing training, with everything you need to run a world-class external training operation. Certifications, eCommerce, unlimited branded portals, built-in content authoring and ISO/IEC 27001 & 27701-certified security. Eurekos Product Features: • Saga AI • Learning Journeys & Adaptive Paths • Built-in Course Authoring • Certification & Accreditation • Security & Compliance • Unlimited Branded Portals • eCommerce • Mobile Learning • Global Reach • Integrations & API

urLive enables your customers to effortlessly initiate high-definition live video calls with your team, enhancing communication efficiency. This no-code cloud service is configured, managed, and supported via an intuitive web portal. In contrast to traditional teleconferencing solutions, your team can handle multiple incoming video calls simultaneously through the same link, ensuring seamless connectivity. There is no need for downloads, installations, passwords, or account setups, streamlining the process for users. Customers can engage in unique private video calls with your designated team by simply clicking on an endlessly reusable URL known as an Infinity Link. These brandable, text-based URLs can be easily shared across various platforms, including your website, CRM, social media, chatbots, kiosks, SMS/text messages, and emails, to enhance or elevate communication efforts. The video calls can be accessed from any device or platform through a web browser, ensuring maximum accessibility. Calls are intelligently routed to specific individuals or designated groups based on customizable rules of availability and expertise. Answered calls don’t need a host, as they can seamlessly involve other agents through addition, forwarding, or transfer options. Additionally, the service includes a feature to schedule calls, providing further flexibility. Furthermore, Capacity Services™ are available to respond to calls whenever your team is unavailable, ensuring no customer is left unattended. This innovative approach personalizes customer engagement, allowing for more meaningful interactions through live video calls initiated by the clients themselves.