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  1. #1

    CRM Suggestions

    Can anyone suggest cost effective CRM options for a small ISO shop

    Thanks in advance

  2. #2
    Senior Member Reputation points: 12878
    Join Date
    Jan 2016
    Posts
    435

    Build it yourself. SQL databases are easy.

  3. #3
    Is that so? I'll definitely look into it. thanks

  4. #4
    Member Reputation points: 20
    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.

  5. #5
    Senior Member Reputation points: 107104
    Join Date
    Aug 2016
    Posts
    834

    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.

  6. #6
    Senior Member Reputation points: 4457
    Join Date
    Feb 2014
    Location
    Florida
    Posts
    251

    Zoho works for me.. there is a free basic, yet customizable version.

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