Top 10 Centrex Software Alternatives & Competitors

Top 10 Alternatives to Centrex Software Recently Reviewed By G2 Community

#1

Maximizer
By Maximizer Software
(572)4.0 out of 5
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Categories in common with Centrex Software:
• Financial Services CRM
Get a quote
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#2

Redtail Technology
By Orion Advisor Tech
(157)4.3 out of 5
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Categories in common with Centrex Software:
• Financial Services CRM
Try for free
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Sponsored
TaskSuite
(3)5.0 out of 5
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
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#3

Total Expert
By Total Expert
(134)4.5 out of 5
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
Categories in common with Centrex Software:
• Financial Services CRM
Get a quote
See all Total Expert reviews
#4

CloudBankin
By Habile Technologies
(127)5.0 out of 5
CloudBankin, a financial inclusion software, is customizable, modular and built on a robust platform.
Categories in common with Centrex Software:
• Loan Servicing
Reviewers say compared to Centrex Software, CloudBankin is:
Better at support
See all CloudBankin reviews
#5

Salesforce Financial Services Cloud
By Salesforce
(92)4.2 out of 5
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Categories in common with Centrex Software:
• Financial Services CRM
See all Salesforce Financial Services Cloud reviews
#6

Finflux
By M2P Solutions Limited
(106)4.6 out of 5
Finflux is SaaS based banking platform that offers all banking needs at one place, needs like loan origination, loan management, collection module, financial accounting, marketplace integration, app based lending, alternative data based credit scoring, reporting and analytics and many more. At present we are serving about 4+ million borrowers with active loan portfolio of $3.2billion.
Categories in common with Centrex Software:
• Loan Servicing
See all Finflux reviews
#7

Wealthbox CRM
By Wealthbox
(102)4.5 out of 5
CRM for Financial Advisors
Categories in common with Centrex Software:
• Financial Services CRM
See all Wealthbox CRM reviews
#8

Merchant Relationship Management by NMI
By NMI
(94)4.6 out of 5
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.
Categories in common with Centrex Software:
• Financial Services CRM
See all Merchant Relationship Management by NMI reviews
#9

Mortgage Automator
By Mortgage Automator
(72)4.9 out of 5
A True End-To-End Loan Origination Platform for All Your Private Lending Needs
Categories in common with Centrex Software:
• Loan Servicing
Get a quote
Reviewers say compared to Centrex Software, Mortgage Automator is:
Better at support
See all Mortgage Automator reviews
#10

Practifi
By Practifi
(66)4.3 out of 5
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.
Categories in common with Centrex Software:
• Financial Services CRM
Get a quote
See all Practifi reviews

Sponsored
TaskSuite
(3)5.0 out of 5
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
Visit Website
Visit Website