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  1. #1
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    CRM Recommendations

    Hey guys,

    Disappeared for the last six months. Was nice taking a break from the MCA world for a bit. I'm getting back into the game and wanted to see what recommendations there might be for a basic CRM.

    I'm mainly looking to have something that will provide the MCA basics: payment schedule, monthly revenue, fico, etc. Anything you want to see at a first glance when closing a new deal or renewal.

    I know there is MCA Track... but I am looking for something independent from the MCA community.

    Would appreciate any suggestions.

  2. #2
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  3. #3
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    Check out Centrex Software. www.CentrexSoftware.com 888-622-5810 ex 101

    We do business loans, consumer loans, debt settlement, student loans, law firms, and credit repair. Lots of tech to manage those types of businesses in the US.

  4. #4
    Senior Member Reputation points: 49585 CraaaCraaa Radio's Avatar
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    Quote Originally Posted by treymarkel View Post
    Check out Centrex Software. www.CentrexSoftware.com 888-622-5810 ex 101

    We do business loans, consumer loans, debt settlement, student loans, law firms, and credit repair. Lots of tech to manage those types of businesses in the US.
    If you are not using salesforce than you are lost?
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  5. #5
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    Quote Originally Posted by CraaaCraaa Radio View Post
    If you are not using salesforce than you are lost?
    sales force can be a blackhole for your money. You are much better off using a built one like centrex or the cloud my biz one already built towards the industry.
    Anyone know at the end of the day how much wbl spent on sales force?

  6. #6
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    I don't know what WBL spent but I know On Deck spent millions.........as in several millions on SaleForce. Here at Centrex we probably have 90% of what you need out of the box for a pretty damn good price. We can fill that 10% gap over time as we better understand the clients needs.

  7. #7
    Quote Originally Posted by treymarkel View Post
    I don't know what WBL spent but I know On Deck spent millions.........as in several millions on SaleForce. Here at Centrex we probably have 90% of what you need out of the box for a pretty damn good price. We can fill that 10% gap over time as we better understand the clients needs.
    How much is Centrex?

  8. #8
    Member Reputation points: 32
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    CRM-MCA Track

    Hi Quickfunder,

    I am not sure what you mean by independent from the Funding industry when referring to MCA Track. The one thing our company doesn't do is Fund deals. I am sure if you ask around you will see that BMS (MCA Track) has a stellar reputation in the funding industry.

    Please feel free to contact me to discuss in detail.
    Thank you,

    Perry Chen


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

  9. #9
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    We have a one-time setup fee and a monthly per user fee with 30 day contracts. Unlimited client portals, unlimited electronic signatures, unlimited email marketing on our white listed IP's, unlimited submissions to lenders, unlimited files and storage etc. Full syndication portal and tracking along with full funding and servicing platform. Great for brokers, syndicators, or funders. For pricing give me a call or click on request a demo on the website.

    888-622-5810 ex 101

    http://www.centrexsoftware.com/business-loan-crm/

  10. #10
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    MCA Suite

    Centrex seems pretty legit though
    Last edited by ryan $; 06-21-2017 at 12:33 AM.

  11. #11
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    Quote Originally Posted by ryan $ View Post
    MCA Suite

    Centrex seems pretty legit though
    Ryan $ thank you for the kind words. We are one of the fastest growing platforms in business finance. MCA and RBA obviously very popular but getting quite a few inquiries for lending companies doing SBA loans, commercial mortgages, equipment leasing, etc etc.

    Would love to have a conversation with anyone who is interested. Cheers

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