Whats the most secure CRM that is user friendly
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  1. #1
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    Whats the most secure CRM that is user friendly

    I have about 17-20 reps and need a CRM more secure then Centrex. Anyone have some suggestions?

    Thank you

  2. #2
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    is centrex not secure / user friendly or something ?

  3. #3
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    Hi Zonefund,

    MCA Track is very user friendly and people in the industry know that their data is safe with MCA Track. Please feel free to reach out and set up a demo.
    Thank you,

    Perry Chen


    D: 212.819.0499
    M: 917.754.8435
    E: perry@clearach.com
    W: www.clearach.com

  4. #4
    Senior Member Reputation points: 34509 Jstarr's Avatar
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    Salesforce
    Jerry Starr
    Insource Funding
    433 Plaza Real,
    Boca Raton, Fl 33432
    P: 800-805-3391 Fx: 561-270-6895
    insourcefunding.net

    WHAT WOULD YOU DO " IF " YOU HAD THE CAPITAL

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  5. #5
    We have a CRM that we built from scratch over 10 Years. DM me if interested

  6. #6
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    Quote Originally Posted by Zonefund View Post
    I have about 17-20 reps and need a CRM more secure then Centrex. Anyone have some suggestions?

    Thank you
    What do you mean by more secure? In what aspect?

  7. #7
    Senior Member Reputation points: 48369 stackcity_4208's Avatar
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    salesforce

  8. #8
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    Sales force is overpriced and overkill for our simple mca process

    Custom built CRM are scams run by techies

    Buying a crm nowadays shouldn’t cost you much at all (if any).

  9. #9
    Senior Member Reputation points: 11887 KINGCASH's Avatar
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    Quote Originally Posted by Zonefund View Post
    I have about 17-20 reps and need a CRM more secure then Centrex. Anyone have some suggestions?

    Thank you
    Would LOVE your feedback on Centrex. You can PM me if you want

  10. #10

  11. #11
    Senior Member Reputation points: 32658 Zach's Avatar
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    I use Centrex. I think they are trustworthy and I don’t have issues with them.

    Is there something I am
    overlooking? Seems pretty secure to me.
    Zachary Ramirez – CEO
    Phone: 562-391-7099
    Email: zach@zacharyjosephramirez.com

    1661 N. Raymond Ave #265
    Anaheim CA 92801

  12. #12
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    what about Centrex is not secure?

  13. #13
    Senior Member Reputation points: 48369 stackcity_4208's Avatar
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    convergehub is also good

  14. #14
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    Quote Originally Posted by Zonefund View Post
    I have about 17-20 reps and need a CRM more secure then Centrex. Anyone have some suggestions?

    Thank you
    Centrex is actually one of the most secure platforms in the sector and here is why:

    Some of the other CRM platforms mentioned in this thread ONLY serve the B2B finance sector in the U.S which we all know at the moment, is a very un-regulated sector. Regulation is coming but at the moment, it's mostly un-regulated which means the tech companies that serve the sector are also un-regulated.

    The consumer finance sector in the U.S however, is VERY regulated and is also very regulated depending on what type of consumer finance you are participating in. Here at Centrex Software, under the name DebtPayPro and DebtPayGateway (our owners own 100% of both), we serve the B2C finance sector where we hold millions and millions of dollars in consumer funds in escrow. This is the DebtPayGateway side of the business which sits on the DebtPayPro/Centrex platform. Because of this, the feds come in a few times a year and audit us as a tech company so that we can securely serve the consumer finance sector. There are laws that we MUST abide by or we will NOT pass these audits. Included in these laws are regulations on who we can and cannot hire, what we can and cannot participate in, where data is stored and how it's stored and who has access to it etc etc etc.

    The Centrex Software/DebtPayPro platform is all one platform. We have not separated the consumer finance CRM from the business finance CRM therefore, our business finance customers get the added security that we offer as a tech company that serves the consumer finance sector.

    Lastly, if this question is more about user security than data security, (users that have access to the CRM steeling data) our user permission system goes two levels deep. All user permissions under our "Roles" technology within Centrex Software are 100% controlled by the CRM customer and not us. The first level is what the user can and cannot "Do". They can send an email or they cannot send a text or they cannot fund a deal etc etc etc. Second level is what the user can and cannot "See". We call this data suppression which allows our customers to suppress data from any user login. Data like social security info, or bank account info, or any other data point within the CRM.

    So in short, here at Centrex Software we go through far more checks and balances than any other B2B finance dedicated platform making us the most secure B2B finance dedicated platform out there. SalesForce is not B2B or B2C finance dedicated and is publicly traded and if you have the budget to work with them, by all means go for it. Centrex is far more affordable and is truly dedicated to the B2B and B2C finance sector.

    I hope this helps shed a bit of light on Centrex Software security and the type of platform we are.

    If anyone has any questions or would like to learn more I can be reached at (888) 622-5810 ex 101

    Cheers, Trey

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