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06-14-2017, 08:52 PM #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.
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06-15-2017, 08:25 AM #2
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06-15-2017, 10:16 AM #3
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- Dec 2015
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- Costa Mesa
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- 233
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.
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06-15-2017, 02:50 PM #4Disclaimer
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06-15-2017, 03:51 PM #5
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06-15-2017, 04:20 PM #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.
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06-16-2017, 04:24 PM #7
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- Jul 2015
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- 8
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06-16-2017, 07:27 PM #8
Reputation points: 32
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- Feb 2016
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- New York City
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- 52
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.
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06-21-2017, 12:28 AM #9
Reputation points: 179851
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- Jun 2017
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MCA Suite
Centrex seems pretty legit thoughLast edited by ryan $; 06-21-2017 at 12:33 AM.
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06-21-2017, 06:20 PM #10
Reputation points: 10227
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- Dec 2015
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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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