# Centrex Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Centrex the right Loan Origination solution for you? Explore 8 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/193776/Centrex-CRM-Software/reviews --- Centrex 4.9 (8) [View alternatives](https://www.capterra.com/p/193776/Centrex-CRM-Software/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Centrex Ease of use 5.0 Customer Service 4.5 ## Showing most helpful reviews Showing 1-8 of 8 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer CEO Financial Services Used the software for: Less than 6 months ### "Best in the business" October 15, 2021 5.0 Pros Really great CRM. Came from a heavy salesforce background and Centrex goes head to head in almost every area for a fraction of the cost to implement. Comes out the box ready for any company within the financial sector to use. Made my sales teams life 10 times easier Cons The built in document signing software it comes with isn't as good as docusign and they don't integrate with docusign. That said, they are apparently working on improving it early 2022 and you can always continue to use docusign on the side if you prefer Review Source Response from Centrex Software October 21, 2021 This client is an awesome forward thinking customer. They purchased one of our consulting packages and starting using the platform to run their business right away. They were respectful and really took our advice to help make their business more efficient. ZL Zorik L. President Business Supplies and Equipment Used the software for: 2+ years ### "TAKING CRM TO THE NEXT LEVEL " March 16, 2021 5.0 I would recommend Centrex to any Lender or Broker in the MCA Space who is looking for a CRM that gets the job done when it comes to data management, deal flow, and at the same time getting their sales teams more efficient andprductive Pros Best Features include Drip Campaigns, List Building, Data Management, and Data Flow Process Cons The only improvement I would reccomend is the SMS marketing needs work on the template building Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Centrex Support Team is always available, always there to assist, and are effective and thorough Review Source Response from Centrex Software May 10, 2021 Zorik and his team at FundTru are one of those very awesome clients that really dives into all aspects of the software. They push all the buttons to maximize their investment. Absolute pleasure working with this group. JP Jessica P. Marketing Specialist Financial Services Used the software for: 6-12 months ### "Good for a start up" April 12, 2022 4.0 Pros What I like the most about this software is the ease of use- it was very quick to learn. Cons What I like the least about this software is there is no ability to forecast and track important tasks. Review Source CG Colin G. Owner and Head of Creative Media Production Used the software for: 6-12 months ### "Great CRM with a Focus on the Financing Industry" May 9, 2021 5.0 Pros We are a high-end media production agency focusing on the production of commercial content for corporate entities. As many of our productions / packages can get into the five and six figures, we offer a financing option to our clients. Centrex has been invaluable in helping us not only throughout the sales cycle when nurturing leads but also in tracking these financing options that we offer to our clients. We used to use Salesforce but needed to find a solution that was more tailored to servicing these financing options without needing to deeply customize the platform. Centrex was not only easy to set up, but the support that we received from their team was fantastic. Cons We currently have to use other apps to track the status of our productions (pre-production, scripting, on-set production, post production, client review, etc) so it would be nice to have a way to integrate these within Centrex, although that is not what a CRM would primarily be used for. Switched from [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) We switched from Salesforce to Centrex because we needed a solution that was more focused on servicing the financing options that we offer to our clients without having to deeply customize the platform. Review Source Response from Centrex Software May 11, 2021 Chromatic Digital Cinema is awesome because they work on very very large budget media projects and they offer a pay as you go program for their clients. They were able to use the Centrex platform to service that program. Awesome Centrex customer with a unique finance product need. RB Rob B. CEO Financial Services Used the software for: 2+ years ### "Centrex is awesome" March 5, 2021 5.0 We love the tech all the way around. From email marketing and dialer integration and opportunity management, it offers all that we need to run our finance business. Pros We love how they bring all sorts of different tech all under one roof so I don't have to string it all together myself. Cons They forced us to use their integrated vendors but it worked out in the long run. Reason for choosing Centrex Because it was dedicated to our sector and had all the tech we needed in one place. Business owners that have never used tech don't understand what it takes to string together all that is needed to run a finance business. Centrex made it easy. Review Source Response from Centrex Software March 11, 2021 FundMerica is probably one of the best Centrex Software clients to work with. Their team, their work ethic and their willingness to evolve with the platform has been monumental to their success. You guys rock. BG Brandon G. CEO Financial Services Used the software for: 2+ years ### "Excellent company" September 14, 2021 5.0 I have been working with \[SENSITIVE CONTENT\] & his team for a long time now, they have been a huge help to our daily process. Anytime I need something, they help immediately to make sure our operation is running as smooth as possible. I recommend \[SENSITIVE CONTENT\] & his team to any sales organization looking to upgrade their production and lead management. Pros Integration, Lead, Generation, Triggers, Lead Status Building Cons There are no negatives in this software . Review Source Response from Centrex Software September 17, 2021 Brandon with Critical Financing has been a long time customer of Centrex and is one of the most forward thinking clients we have. He is always pushing us to think outside the box when it comes to creating new technology. His passion and excitement for our product has always been motivating for our team. Absolute pleasure to work with. Thank you Brandon. VR Verified Reviewer CEO Financial Services Used the software for: 2+ years ### "Great CRM" October 20, 2021 5.0 Pros Functionality and Customization and \[SESITIVE CONTENT\] He's great! Cons System updates have been causing slowdowns recently but they are working on it Review Source Response from Centrex Software October 26, 2021 This client has been with Centrex for many years and has been monumental in some of the updates we have made as a software company over the years. BK Brad K. President Banking Used the software for: Less than 6 months ### "ACLB 2021" May 4, 2021 5.0 Very responsive to my inquiries on how to make something do what I needed it to do. Pros It was structured so it fit my company and what we needed it to do as a CRM system. Cons Have not found any at this time. Easy to use Review Source Response from Centrex Software May 10, 2021 Brad at Alaska Commercial Loan Brokers is a smaller shop that really loves the automation built into the CRM. They don't have all the resources in the world but with Centrex they feel like they can accomplish far more. Pleasure having Brad and Alaska on board. 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