Compare Centrex Software vs. Client-Cloud

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Introducing the ultimate solution for insurance brokers. This professional customer portal is both straightforward and secure, available for just €19 per month. Our innovative Client-Cloud technology empowers small and medium-sized enterprises to implement a customer portal swiftly and without the burden of high development costs. The outcome is exceptional; a top-tier portal offered at a consistent, low monthly rate. So, what is Client-Cloud? It is crafted with the intention of providing personalized attention to your clients and comprises two components: a customer portal for your clients and a management portal for your organization. Client-Cloud is tailored for those who stand out from the crowd of typical entrepreneurs. By utilizing your customer portal, you can enhance your service offerings and foster greater customer loyalty, ultimately driving increased sales from your existing clientele. Setting up your personalized customer portal takes a mere 10 minutes, allowing you to create a professional presence that reflects your brand identity, all without requiring any technical expertise. Select the subscription plan that fits your business needs today.