Results 1 to 6 of 6
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07-10-2017, 11:26 AM #1
- Join Date
- Mar 2017
- Posts
- 23
CRM Suggestions
Can anyone suggest cost effective CRM options for a small ISO shop
Thanks in advance
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07-10-2017, 11:46 AM #2
- Join Date
- Jan 2016
- Posts
- 435
Build it yourself. SQL databases are easy.
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07-10-2017, 11:52 AM #3
- Join Date
- Mar 2017
- Posts
- 23
Is that so? I'll definitely look into it. thanks
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07-11-2017, 01:01 PM #4
- Join Date
- Jul 2015
- Location
- Salt Lake City
- Posts
- 23
We offer a CRM for our ISO's. You can manager your shop leads, lenders, upload docs. Let me know if you want to hop on a call.
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07-11-2017, 02:29 PM #5
- Join Date
- Aug 2016
- Posts
- 831
No do not use a lender for your crm. way to risky to put your hard earned book to risk. Use one of the big crm companies and customize it to your needs.
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08-09-2017, 10:47 PM #6
- Join Date
- Feb 2014
- Location
- Florida
- Posts
- 266
Zoho works for me.. there is a free basic, yet customizable version.
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