Results 1 to 18 of 18
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06-17-2014, 01:15 PM #1
CRM recommendations
Anyone have any recommendations on a CRM platform to use other than lendio? Excel isnt getting the job done and the lendio platform has some bugs and leaves a lot to be desired.
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06-17-2014, 01:24 PM #2
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06-17-2014, 01:25 PM #3
- Join Date
- Jul 2013
- Posts
- 352
There are a few MCA specific CRM's. Having salesforce built out to your process can be pricey but it really gets the job done.
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06-17-2014, 01:35 PM #4
- Join Date
- Mar 2013
- Posts
- 21
Thanks Isaac.
Have you looked into MCA Track?
It offers: Merchant / ISO access, Syndicators, automated split payments, automated ACH payments, and it's all web based.
Feel free to email me at: Bruce@MCAtrack.com or give me a call directly at 212 444 9566Last edited by BigBruce; 06-17-2014 at 01:42 PM.
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06-17-2014, 01:53 PM #5
- Join Date
- Jan 2013
- Posts
- 151
CRM recommendations
Who does the ach processing
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06-17-2014, 02:11 PM #6
- Join Date
- Jun 2013
- Posts
- 351
I saw a demo from cloudmybiz and their MCA build out of Sales Force was pretty impressive. Not sure about their pricing or service at all, but definitely worth looking into.
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06-17-2014, 02:46 PM #7
- Join Date
- May 2014
- Posts
- 317
check out ZOHO
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06-17-2014, 03:03 PM #8
- Join Date
- Mar 2013
- Posts
- 21
MCAtrack is fully integrated with ACHworks & GOach and you can execute ACH transactions directly through MCAtrack (making reconciliation that much easier).
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06-18-2014, 01:30 AM #9
- Join Date
- Jun 2014
- Posts
- 137
When choosing a CRM platform there are various factors to consider. To name some: Ease of Use, Scalable, Customizable, Workflow Automation, API/Integrations, Reports and Dashboards, and Mobile Access. Feel free to reach out to CloudMyBiz to get a demo of the Funding Automation Salesforce App. info@cloudmybiz.com or 877-703-4488.
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06-18-2014, 01:47 AM #10
CRM recommendations
If you have a little Tech Savvy then you can do what I did for my Reps...I customized a copy of vTigerCRM. If you havent heard of vTigerCRM...its what the guys over at ZOHO built theirs off of. vTigerCRM originated as a deviation of off SugarCRM but is much more flexible. Its free and Open Source.
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06-18-2014, 07:49 AM #11
I would email Garren over at MCA Suite and do a demo
Garren Du
http://www.mcasuite.com/
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06-18-2014, 03:59 PM #12
ZOHO is the best one I've ever used. By far the simplest CRM I've come across.
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06-18-2014, 04:53 PM #13
- Join Date
- Jan 2013
- Location
- Berlin, CT
- Posts
- 191
We use Salesforce and are very happy with it. Heard great things about ZOHO and SugarCRM as well.
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06-18-2014, 06:28 PM #14
- Join Date
- Mar 2013
- Posts
- 33
While Zoho isn't MCA specific it's very easy to use, inexpensive and integrates to Outlook. Mobile version has same features as PC version & they sync to each other plus allows logging calls for any inbound or outbound call if the phone # has already been entered to Zoho.
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07-25-2014, 12:42 PM #15
- Join Date
- Jun 2014
- Location
- Long Island
- Posts
- 6
UBix Technologies specializes in providing IT solutions to businesses. We currently have several cash advance companies as clients and have products especially designed for use within the industry. We offer dialers, Press 1 campaigns, customized CRM solutions, phones that integrate with both the dialers and CRM, software solutions to help with back office issues that help track deals and funding especially for companies funding their own deals, we can even help get new offices set up with wiring and computer purchases as we are licensed Lenovo and Dell partners. UBix Technologies can be a one stop shop for all of your company's IT needs.
Douglas Goldstein
Sales Manager uBix Technologies
dgoldstein@ubixtechnologies.com
516-423-0666
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07-25-2014, 12:44 PM #16
- Join Date
- Jun 2014
- Location
- Long Island
- Posts
- 6
UBix technologies offers a CRM product. We can also help with all of your IT requirements. We offer phone service as well as dialers both of which will integrate with our CRM.
Douglas Goldstein
Sales Manager uBix Technologies
dgoldstein@ubixtechnologies.com
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07-25-2014, 02:15 PM #17
- Join Date
- Dec 2013
- Location
- Connecticut
- Posts
- 332
IRIS caters to the MCA industry as well.
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08-27-2014, 11:38 AM #18
- Join Date
- Aug 2014
- Posts
- 1
Please visit: www.mcasuite.com. We offer complete CRM solutions for funders/lenders as well as ISO/brokers.