[fundmore]

Can anyone recommend a industry specific CRM, we currently are between Velocify and Zoho. Any input is appreciated

Hi - I built a newer software called Fundmore specifically for MCA brokers.

What separates Fundmore from all the options above is that you and your reps will actually enjoy using it.

It's designed to be easy and even fun to use, and it has a bunch of features that will help you fund more:

• Track deals, submissions, offers, advances, commissions, etc.
• Sub out to multiple funders in one click
• Auto funder matching based on 17+ criteria
• Renewals manager with paid-in percentage
• Real time dashboard with performance metrics
• Lead source tracking to see highest ROI
• Assign managers over reps with data access controls
• Mobile & desktop app (PWA)

Costs $199/user/month, no additional fees, no contract (cancel anytime).

You can try it free for 2 weeks before you make any decisions.


Victor Fteha
victor@fundmore.io

[fundmore]

Quick update:

We’ve released Auto Parse Funder Responses, which is a feature that automatically reads in declines, offers, and required stips.

It'll use AI to automatically analyze emails from funders, classify them, and update the matching submission in Fundmore.

Declines will have a decline reason, approvals will have offer details, and even required stips will all be brought into Fundmore.

This is a free feature that you can start using today within Fundmore, but it's still in beta and being tested for reliability.

Here’s the link to get started (your first 2 weeks are free): https://fundmore.io/pricing