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guys looking for some feedback regarding a CRM system
i used velocify in the past and that made things run pretty smooth i know salesforce is up there if you are using would you recommend?
let me know what CRM system is making your life easier that way i can check them out before making my decision. i thank you guys in advance and happy Holidays!
DF has a specific section "Everything Else' for this type of post.
Daily Funder also has a thread for the least helpful/informative person. You are the winner my friend.Quote:
Originally Posted by Yankeeman07
It all depends on what sort of functionality you need in your CRM.
There are a number of small ISOs that use Hubspot and it seems to work well for them. It's easy to use but lacks more advanced functionality so you may grow out of it pretty quickly.
I've used Salesforce for a number of years and it's by far my favorite. The reporting/analytics is great and the system as a whole is very customizable to your needs. With the customization may come headaches though, if you aren't familiar with Salesforce you may need help dialing it in.
I have some experience with Microsoft Dynamics as well. I do not recommend. It's very clunky, felt like it took 3-4x as long to do anything. Ended up switching to Salesforce.
I am one of the Senior Software Specialists at Centrex Software. Give us a look. We have dedicated MCA CRM tech for brokers, funders and syndicates. Unlimited esign, email marketing, client portals, lenders, submissions, docs, web form integrations and more. The second link below is our one hour demo. Let me know if you would like to have a conversation and I will make myself available.Quote:
Originally Posted by Money$Mike
https://www.centrexsoftware.com/
https://www.centrexsoftware.com/full-demo/
Cheers,
Trey
tmarkel@centrexsoftware.com
(888) 622-5810 ex 101
Salesforce, Velocity, Centrex, MCA Suite, Zoho... the list goes on. It depends primarily how in depth you want the functionality to go, how many users you will have on, cost etc.
google sheets best way to go as a iso or broker shop once your growth is to big for sheets then find a developer pay between 5-15k develop and build out your own crm
I second google sheets, along with scott and angel soft. All of them provide a pretty low scratch experience, especially if you're sensitive skinned, leaving you secure and fresh, with multi directional options with either hand, while you're on the phone sparring with those difficult merchants at the end of the month.
We keep our pantry at www.dumbleads.com stocked with all three.
thanks guys appreciate the feedback!
Pipedrive works very well for me
We use Salesforce - the best in my opinion
MCA Suite does the job
Salesforce is the gold standard, but (very) expensive. Centrex is very good and much lower cost, and Trey is a good guy. I've heard good things about Pipedrive and MCA Suite. Stay away from MCATrack.
Well said! Centrex would be clear cut second choice if they didnt charge so much for their "consultation fee"Quote:
Originally Posted by Esteban2000
My suggestion would be Centrex. I have used Zoho, Salesforce, Google Sheets, Pipedrive, & Vanilla Soft as well. The best fit for you & your company will depend on how you require your CRM to function with your Dialer/Phone System. Do you want an integrated system, or is your phone/dialer completely independent from your CRM?
Thanks all of you for awesome comments on Centrex Software.
@moneygreen Consulting packages are totally optional and we marked them down 50% during 2020 for COVID for our clients. Several clients took advantage and now have and awesome built out CRM. The packages went back to full retail price Jan 1st of this year but we just launched financing options for the packages. 2 - 4 month terms with a small portion due at signing with almost no underwriting.
Any and all questions about Centrex are welcome.
Cheers,
Trey Markel
(888) 622-5810 ex 101
tmarkel@centrexsoftware.com
It really depends which brokers/"funders" you want shopping your files.Quote:
Originally Posted by Money$Mike
Quote:
Originally Posted by treymarkel
Do you have a little more flexibility on your rates on the 2-4 month financing terms and can you extend them to 6 months...my guy had a dip 3 months back but his credit is usually 750+, self reported, honest. If you can get me a little bit more, like 10k on top, I can get a signature today, literally. He promised to show me bank statements as soon as we wire, and I can throw you some extra verified data.
But I need it by tonight or he’s gonna walk. Asking for a warm friend I met at broker fair.
Hubspot if you want ease.Quote:
Originally Posted by Money$Mike
Salesforce if you want ninja calculations.
Centrex for a discount.
MCA Suite if you want to give your leads away.
Velocify if you prefer what web pages looked like in 2003.
Hahaaa love this.Quote:
Originally Posted by Olivia Morris
Trey - Centrex Software
(888) 622-5810 ex 101
tmarkel@centrexsoftware.com
on salesforce you recommend professional or enterprise edition?
Did you want to check out Centrex Software before you spend way too much money on salesforce? ;)Quote:
Originally Posted by Money$Mike
Let me know and I will make myself available.
Cheers,
Trey (888) 622-5810 ex 101
Unless you’re doing some heavy customization or require unique reporting, or you have a very large team with millions of dollars flowing through each week, Salesforce is usually overkill, and not worth the heavy price tag, not to mention you’re LOCKED into a yearly contract, for the “discount”, which is still very expensive.Quote:
Originally Posted by Money$Mike
When we got to month 5 and realized what it cost every time we wanted to customize something, and for each seat in the www.dumbleads.com office, we had the interns play russian roulette with the double pump action sawed off BB gun, just to calm down the accounting department with fresh meat.
Stick to Pipedrive, until you grow to a size that justifies the expense.
Quote:
Originally Posted by Olivia Morris
Lol, Good one Olivia!
This comment made some of our guys sign up for your Dream Dating service, can you tell me what countries you mail order from?