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About

Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.

About

Fully configurable tables with granular controls. Allow your internal users to view, full text search, edit, delete and add records to tables in your systems. Fully configurable tables with granular controls. Allow your internal users to view, full text search, edit, delete and add records to tables in your systems. Text search quickly finds all instances of a word, number or date in a table. Import / Export CSVs to quickly get to the data you need. Edit and arrange table columns to create layouts that suit you and your team. Simple adding and editing of records. Configurable, as shown below is how this is done. We also have an SDK to ensure data validation. Combine data from across your systems to create powerful single views of customers, transactions or other entities using our drag and drop builder. Build views using the drag and drop builder. Trigger external webhooks, inline editing of fields, call via VOIP integration.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Any business that is need of finance technology to build and/or maintain their finance business and/or products.

Audience

Companies looking for an on-premise admin panel for transactional businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Centrex Software
Founded: 2015
United States
www.centrexsoftware.com

Company Information

MissionKontrol
Founded: 2019
United Kingdom
missionkontrol.io

Alternatives

Alternatives

Nucleon BizApp Studio

Nucleon BizApp Studio

Nucleon Software
Postbird

Postbird

Paxa

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing Features

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 Features

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

Integrations

Actum Processing
Akamai Cloud
Amazon Web Services (AWS)
Decision Logic
DigitalOcean
Docker
Gmail
Heroku
Microsoft 365
Microsoft Azure
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
Twilio
Ytel

Integrations

Actum Processing
Akamai Cloud
Amazon Web Services (AWS)
Decision Logic
DigitalOcean
Docker
Gmail
Heroku
Microsoft 365
Microsoft Azure
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
Twilio
Ytel
Claim MissionKontrol and update features and information
Claim MissionKontrol and update features and information