Centrex Software | Stay Up To Date with the Centrex Softwaere Blog

MCA/RBA Conversation on Reconciliation and Data Security

I had the pleasure of chatting with Shane Mahabir over at FunderIntel on two very hot topics in the business finance community when it comes to merchant cash advances and…

Trey MarkelMay 15, 2024

Business Loans Conference CRM Software

Broker Fair Conference 2023: Charting the Future of Alternative Business Finance

Last Monday, May 8th, the bustling metropolis of New York City played host to the highly anticipated Broker Fair Conference at the Hilton Midtown. This gathering of key players and…

Trey MarkelMay 15, 2023

Announcements

New Feature Announcement – Two-Factor Authentication

We are excited to announce the release of a new security feature to enhance access control methods to your CRM instance: Two-Factor Authentication (2FA). Here is a video that explains…

Centrex DevelopmentApril 28, 2023

CRM Software

A Guide to Loan Origination Software

Loan origination software is an important tool for financial institutions to manage the application and document collection process for corporate and/or consumer borrowers. It is both a forward facing, and…

Trey MarkelMarch 4, 2023

Announcements

New Feature Announcement – Notes & Alerts

In our continuous efforts to provide the best service to our clients, Centrex announces an enhancement to the Notes and Alerts functions on the Contact Dashboard. These enhancements improve the…

Centrex DevelopmentMarch 1, 2023

Announcements

New Feature Announcement – Xactus360

We are writing to inform you of an upcoming change to our platform at the end of this month February 2023, that will affect your use of the Centrex platform.…

Centrex DevelopmentMarch 1, 2023

CRM Best Practices

Three Mistakes Business Owners Make When Purchasing Finance CRM Software

When it comes to making a finance CRM software or enterprise software decision for your business, there are all sorts of options out there. How then do you make the…

Trey MarkelOctober 16, 2021

CRM Best Practices

Best Practices in Creating a Merchant Cash Advance CRM Workflow

If you are using a merchant cash advance CRM to help manage your business lending firm, you should probably be aware of the best practices to ensure that you are…

Trey MarkelAugust 8, 2017

CRM Software

Business Loan CRM Tech You Can’t Live Without

So, you're a small business owner and the business you own is a business lending firm. You might be brokering deals to direct lenders, participating on files with direct lenders,…

Trey MarkelJuly 31, 2017

CRM Software

Not Having a CRM is Costing You Money

Every Day You Are Without CRM You Are Leaking Dollar Your success depends on how well your company handles customer relationship management (CRM). Every customer has their own set of unique needs…

Trey MarkelSeptember 29, 2016

CRM Best Practices

Assign Funding Institutions

Assign Funding Institutions for merchant cash advance clients is fast and easily and can be done in only 3 steps. If you want to learn more about the power of…

Trey MarkelSeptember 14, 2016

CRM Software

Benefits of Case Management CRM Software

When you think of a law firm or an attorney’s office, you can't help but picture the clutter of client papers stashed somewhere in a dark room. Now with the current…

Trey MarkelAugust 13, 2016

CRM Software

Video Overview of Merchant Cash Advance CRM

For more information: Merchant Cash Advance CRM Contact Us: CentrexSoftware Contact Us Have a specialist give you a walk through of the system: Request A Demo https://youtu.be/zAi_kdy2RDI Welcome to Central…

Trey MarkelJuly 20, 2016

CRM Best Practices

Choosing a CRM? Avoid These Mistakes

Let's face it; you don't want to make a mistake picking the wrong CRM. Customer relationship software can be a time saver, but it comes with the price of a…

Trey MarkelJuly 13, 2016

CRM Best Practices

5 Reasons Why Attorneys Need a CRM

Making the case for why attorneys need a CRM. 1) An Important Tool Customer relationship management software today serves the needs of many businesses. Just like other professionals, attorneys often…

Trey MarkelJuly 5, 2016

CRM Software

New Merchant Cash Advance CRM Is Here

We are very proud to announce the launch of our new Merchant Cash Advance Customer Relationship Management Software, or MCA/CRM for short. We would love for you to see a…

Trey MarkelMarch 5, 2016

Blog

MCA/RBA Conversation on Reconciliation and Data Security

Broker Fair Conference 2023: Charting the Future of Alternative Business Finance

New Feature Announcement – Two-Factor Authentication

A Guide to Loan Origination Software

New Feature Announcement – Notes & Alerts

New Feature Announcement – Xactus360

Three Mistakes Business Owners Make When Purchasing Finance CRM Software

Best Practices in Creating a Merchant Cash Advance CRM Workflow

Business Loan CRM Tech You Can’t Live Without

Not Having a CRM is Costing You Money

Assign Funding Institutions

Benefits of Case Management CRM Software

Video Overview of Merchant Cash Advance CRM

Choosing a CRM? Avoid These Mistakes

5 Reasons Why Attorneys Need a CRM

New Merchant Cash Advance CRM Is Here

Dedicated Finance CRM for Brokers and Direct Funders and Lenders

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