--- description: Centrex : qu'en pensent les utilisateurs ? Lisez les avis clients sur Centrex, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités grâce à Capterra Luxembourg. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Centrex - Avis, notes, prix et abonnements - Capterra Luxembourg 2026 --- Breadcrumb: [Accueil](/) > [Services de prêts](/directory/30088/loan-servicing/software) > [Centrex](/software/193776/centrex-crm-software) # Centrex Canonical: https://www.capterra.lu/software/193776/centrex-crm-software Page : 1/2\ Suivant: [Page suivante](https://www.capterra.lu/software/193776/centrex-crm-software?page=2) > Centrex est une plateforme logicielle de CRM et de gestion des prêts dédiée aux particuliers et aux entreprises pour les courtiers, les bailleurs de fonds directs et les investisseurs. > > Conclusion : 8 utilisateurs lui ont donné la note de **4.9/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Centrex ? Entreprise de courtage en commerce ou en crédit à la consommation ou société de prêt direct qui doit souscrire et gérer un portefeuille. Les investisseurs/syndicats de ces entreprises disposent également de portails dédiés. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.9/5** | 8 Avis | | Simplicité | 5.0/5 | D'après l'ensemble des avis | | Support client | 4.5/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.8/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.8/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 90% | (9/10 Probabilité de recommander le produit) | ## À propos de l'éditeur - **Société**: Centrex Software - **Pays**: Costa Mesa, É.-U. ## Contexte commercial - **Public cible**: Auto-entrepreneur, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Déploiement et plateformes**: Cloud, SaaS, web, Android (mobile), iPhone (mobile), iPad (mobile) - **Langues**: anglais - **Pays disponibles**: Canada, États-Unis ## Fonctionnalités - Alertes/Notifications - Automatisation du marketing - Banque en ligne - Base de données de clients - Base de données de clients - Calendrier d'amortissement - Candidatures en ligne - Comptabilité - Distribution automatique de fonds - For Financial Institutions - Gestion des campagnes - Gestion des clients - Gestion des clients - Gestion des contacts - Gestion des documents - Gestion des emprunteurs - Gestion des flux de travail - Gestion des investisseurs - Gestion des leads - Gestion des pipelines - Gestion des portefeuilles - Gestion des portefeuilles de prêts - Importation et exportation de données - Payment Collection - Portail client - Prise de décision et souscription automatisées - Rapports et analyses - Surveillance des transactions - Tableau de bord - Tableau de bord d'activités - Third-Party Integrations ## Intégrations (17 au total) - ACH Processing - Credit Card Terminal - Decision Logic - EFT Canada - Fivetran - Gmail - MeridianLink Consumer - Microsoft Entra Verified ID - Plaid - RingCentral Engage Voice - SendGrid - Snowflake - Spinify - Twilio - WordPress ... et 2 intégrations supplémentaires ## Ressources d'aide - Service client/e-mail - FAQ/forums - Base de connaissances - Support téléphonique ## Category - [Services de prêts](https://www.capterra.lu/directory/30088/loan-servicing/software) ## Catégories connexes - [Services de prêts](https://www.capterra.lu/directory/30088/loan-servicing/software) - [Logiciels de CRM pour le secteur financier](https://www.capterra.lu/directory/30562/financial-crm/software) - [Création de prêt](https://www.capterra.lu/directory/20011/loan-origination/software) - [Logiciels de prêts commerciaux](https://www.capterra.lu/directory/30537/commercial-loan/software) - [Logiciels pour hypothèques](https://www.capterra.lu/directory/30038/mortgage-and-loans/software) ## Logiciels similaires 1. [Creatio CRM](https://www.capterra.lu/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) 2. [Intelligrow](https://www.capterra.lu/software/189232/finnova) (0 reviews) 3. [Plaid](https://www.capterra.lu/software/174384/plaid) — 4.4/5 (95 reviews) 4. [The Mortgage Office](https://www.capterra.lu/software/9277/the-mortgage-office) — 4.8/5 (285 reviews) 5. [Financial Services Cloud](https://www.capterra.lu/software/166075/financial-crm) — 4.8/5 (5 reviews) ## Avis ### "Best in the business" — 5.0/5 > **Utilisateur vérifié** | *15 octobre 2021* | Services financiers | Taux de recommandation : 10.0/10 > > **Avantages**: 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 > > **Inconvénients**: 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 ----- ### "TAKING CRM TO THE NEXT LEVEL" — 5.0/5 > **Zorik** | *16 mars 2021* | Équipement et fournitures de bureau | Taux de recommandation : 10.0/10 > > **Avantages**: Best Features include Drip Campaigns, List Building, Data Management, and Data Flow Process > > **Inconvénients**: The only improvement I would reccomend is the SMS marketing needs work on the template building > > 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 ----- ### "Good for a start up" — 4.0/5 > **Jessica** | *12 avril 2022* | Services financiers | Taux de recommandation : 5.0/10 > > **Avantages**: What I like the most about this software is the ease of use- it was very quick to learn. > > **Inconvénients**: What I like the least about this software is there is no ability to forecast and track important tasks. ----- ### "Great CRM with a Focus on the Financing Industry" — 5.0/5 > **Colin** | *9 mai 2021* | Production audiovisuelle | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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. ----- ### "Centrex is awesome" — 5.0/5 > **Rob** | *5 mars 2021* | Services financiers | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: They forced us to use their integrated vendors but it worked out in the long run. > > 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. ----- Page : 1/2\ Suivant: [Page suivante](https://www.capterra.lu/software/193776/centrex-crm-software?page=2) ## Liens - [Afficher sur Capterra](https://www.capterra.lu/software/193776/centrex-crm-software) ## Cette page est disponible dans les langues suivantes. | Langue | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Données structurées