[Wallstreetfunder]

Anyone currently working with them?

Thoughts on the overall features or experiences would be greatly appreciated.

Thanks in advance.

[CraaaCraaa Radio]

Anyone currently working with them?

Thoughts on the overall features or experiences would be greatly appreciated.

Thanks in advance.

They are trying to have a seamless interface to be more user friendly Wall Street Funder
But like any interface calling customer support a zillion times to tweak it the way that can be beneficial for you and your team is in your hands!!

Can't touch Salesforce!!!!

[shieldfunding]

my team is very frustrated on the CRM side , though their automation is killer. might u go back to Salesforce for CRM and keep infusionsoft for automation . really depnds on how you get your leads. since mine is all web generated automation is paramount to me not being annihilated

[GregCatling]

Anyone currently working with them?

Thoughts on the overall features or experiences would be greatly appreciated.

Thanks in advance.

I've personally had no experience with Infusion but CraaaCraaa Radio is right in saying nothing touches Salesforce. SF really does provide a platform in which companies can have exactly what they want in a CRM. The key thing is being able to configure it right.

If you are potentially looking at a CRM for MCA's, I recommend Fundingo which is an app working off of the Salesforce platform. It was created by industry experts specifically for the MCA market and is already gaining a lot of traction with over 40 MCA's using it already, many of them big names in the MCA space.

I am one of the software consultants at Fundingo so if you are interested in finding more information about it feel free to reach out to me and I'll be more than happy to help.

[RickyR3712]

I've personally had no experience with Infusion but CraaaCraaa Radio is right in saying nothing touches Salesforce. SF really does provide a platform in which companies can have exactly what they want in a CRM. The key thing is being able to configure it right.

If you are potentially looking at a CRM for MCA's, I recommend Fundingo which is an app working off of the Salesforce platform. It was created by industry experts specifically for the MCA market and is already gaining a lot of traction with over 40 MCA's using it already, many of them big names in the MCA space.

I am one of the software consultants at Fundingo so if you are interested in finding more information about it feel free to reach out to me and I'll be more than happy to help.

Can you customize it or is it built for that and that is it?Also what type of salesforce license will you need ?

[J.Celifarco]

there are a few companies out there that are offering prebuilt mca salesforce setups that I have heard of

[GregCatling]

Can you customize it or is it built for that and that is it?Also what type of salesforce license will you need ?

Fundingo can be completely customized. We've built a template that we fully tailor to mirror each Lender's needs.

In terms of Salesforce licenses you would need Salesforce Enterprise.

Did you want to have a call to find out if Fundingo would be a good fit?

[treymarkel]

Anyone currently working with them?

Thoughts on the overall features or experiences would be greatly appreciated.

Thanks in advance.

Check out Centrex Software. We are one of the most depthful CRM's in the sector. We will be speaking at Broker Fair in May in new York.

www.centrexsoftware.com

Cheers

Trey

[Eagle Funding]

Check out Centrex Software. We are one of the most depthful CRM's in the sector. We will be speaking at Broker Fair in May in new York.

www.centrexsoftware.com

Cheers

Trey

Can vouch, Trey is super easy to work with, great pricing, and does all the back office stuff you need.

[treymarkel]

Can vouch, Trey is super easy to work with, great pricing, and does all the back office stuff you need.

Thanks for the kind words guys!!!

Cheers

Trey

[PerryC]

Please contact me to schedule a demo for MCA Track. Our system does everything a Direct Funder needs. From tracking MCA deals that are credit card splits, debiting merchants on ACH deals, paying syndicators and much more. We also don't charge a per user fee and offer a flat monthly fee.