A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line. Learn more about Method CRM
Compare Bricknode Broker и Centrex
Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.
| Starting price | from 1 usd. | from 1 usd. |
| Who this service is for |
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. |
Centrex Software is a consumer and business finance dedicated CRM and loan servicing software platform for brokers, direct funders, and investors. ... Read more |
| Rating | ||
| Financial CRM software features |
Relationship Tracking
Team Assignments
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Relationship Tracking
Team Assignments
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| Accounting software features |
Expense Tracking
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Expense Tracking
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| Commercial Loan software features |
Pipeline Management
Lead Management
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Pipeline Management
Lead Management
|
| Accounting Practice Management software features |
Document Management
|
Document Management
|
| AIOps Platforms software features |
Alerts/Notifications
|
Alerts/Notifications
|
| Hospitality Property Management software features |
Marketing Automation
|
Marketing Automation
|
| Plumbing software features |
Customer Database
|
Customer Database
|
| Proposal Management software features |
Contact Management
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Contact Management
|
| Interface screenshot |
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| Desktop & Mobile Platforms |
Cloud-hosted / box software 
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Cloud-hosted / box software
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| Support | Working hours, Online | Working hours, Online |
| Training |
Documentation
Webinars
Personal
Online
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Documentation
Webinars
Personal
Online
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| Reviews |
Be ahead! |
TAKING CRM TO THE NEXT LEVEL Benefits: Best Features include Drip Campaigns, List Building, Data Management, and Data Flow Process Drawbacks: The only improvement I would reccomend is the SMS marketing needs work on the template building Summary: 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... Read more Excellent company Benefits: Integration, Lead, Generation, Triggers, Lead Status Building Drawbacks: There are no negatives in this software . Summary: 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 someth... Read more ACLB 2021 Benefits: It was structured so it fit my company and what we needed it to do as a CRM system. Drawbacks: Have not found any at this time. Easy to use Summary: Very responsive to my inquiries on how to make something do what I needed it to do. |
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Great CRM with a Focus on the Financing Industry
Benefits:
We are a high-end media production agency focusing on the production of commercial content for corporate entities. As many of our productions / pac... Read more
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.
Drawbacks:
We currently have to use other apps to track the status of our productions (pre-production, scripting, on-set production, post production, client r... Read more
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.
Summary: