Results 1 to 19 of 19
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03-21-2019, 11:37 PM #1
- Join Date
- Dec 2018
- Posts
- 46
Feedback on CRM
Guys what CRM system are you guys using or what would you guys recommend? Any feedback is greatly apprciated
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03-22-2019, 08:58 AM #2
- Join Date
- Mar 2017
- Location
- Nunya
- Posts
- 830
CMB incoming in 3...2...1...
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03-22-2019, 12:19 PM #3
- Join Date
- Dec 2015
- Location
- Texas
- Posts
- 552
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03-22-2019, 12:28 PM #4
- Join Date
- May 2018
- Posts
- 199
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03-22-2019, 01:14 PM #5
- Join Date
- Oct 2013
- Location
- Designer
- Posts
- 597
If you're starting out, keep your admin costs down and focus on putting money that's most likely
to generate revenue.
Pipedrive or Zoho or good low cost crm options.
If you're using the crm to automate prospecting tasks and follow ups, or to merge with the different
marketing campaigns you're doing, to be able track which campaigns are producing what
and generating the best ROI, then the question is different.
You'll want a programmer(s) who can implement these changes to your crm and/or technical support when you have issues with these features not working, who know what they’re doing and won’t charge you an arm and a leg for simple fixes. And you’ll want a crm that the programmer is familiar/fluent with.
That’s when it becomes more of a decision to think about. Most crms can be modified or upgraded, but it helps when you’re undertaking a very large deployment that the crm already has built in plug-ins that are already tested and market viable, because it saves time, money, bugs.
That’s when crms like Salesforce and Infusionsoft have an advantage. Until you get to that point,
cheap is best.
www.UccRadar.com - Automate your Prospecting, and Sleep better knowing they'll be kicking your door down...
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03-22-2019, 01:27 PM #6
- Join Date
- Jun 2017
- Posts
- 2,049
I use Close.IO for Telemarketers/Lead Gen
Once it is a Submission... It Goes into MCA Suite
Both are affordable.
And if you fund your own deals, MCA SUite is Benchmark, and Go ACH, so CC Split and ACH is just built in.
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03-22-2019, 02:17 PM #7
- Join Date
- Dec 2018
- Posts
- 46
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03-22-2019, 02:19 PM #8
- Join Date
- Dec 2018
- Posts
- 46
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03-22-2019, 02:21 PM #9
- Join Date
- Dec 2018
- Posts
- 46
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03-22-2019, 04:40 PM #10
- Join Date
- Feb 2016
- Location
- New York City
- Posts
- 52
Hi Ryan,
MCA Track (not MCA Suite) is owned by Benchmark. Go ACH and cc split deals through BMS are built into the platform. We have also added an underwriting side to the portal that brokers can use.
Please feel free to reach out for a demo at Perry@swipebms.com
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03-25-2019, 10:23 AM #11
- Join Date
- Apr 2017
- Posts
- 96
Hubspot. Completely free tons of create features. Public company
Zoho is a backup option for hubspot
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03-25-2019, 10:52 AM #12
- Join Date
- Jun 2017
- Posts
- 2,049
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03-27-2019, 01:46 PM #13
- Join Date
- Oct 2017
- Location
- NY, NY
- Posts
- 36
OrgMeter can be pretty helpful if you fund or syndicate
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03-27-2019, 01:55 PM #14
- Join Date
- Jun 2015
- Posts
- 3,326
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03-27-2019, 05:56 PM #15
- Join Date
- Jun 2016
- Location
- Tampa, FL
- Posts
- 180
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03-27-2019, 06:37 PM #16
- Join Date
- Feb 2016
- Location
- New York City
- Posts
- 52
MCA Track was originally built for Direct Funders, but we recently added a new underwriting portal for brokers. The system works great for hybrid Broker/Funder shops as well as they can utilize both portals and keep the Leads/Deals separate.
MCA Track can be used from the moment a sales rep talks to a potential merchant and creates a lead (old leads can be imported as well) through the entire funding process including paying syndicators.
For more info or to set up a demo please feel free to contact me.
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04-01-2019, 01:25 PM #17
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 234
Check out Centrex Software. One of the best CRM's out there for the finance sector. We sponsor DeBanked shows and speak etc etc.
www.centrexsoftware.com
(888) 622-5810
Trey
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10-28-2019, 08:21 PM #18
- Join Date
- Mar 2019
- Location
- NEW YORK
- Posts
- 30
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10-29-2019, 12:20 PM #19
Hubspot is a pretty good CRM software as well, also lets you do E-Mail Sequencing which is a pretty good tool.
FUND3R1
"Everyday is a bank account, and time is our currency. No one is rich, no one is poor, we've got 24 hours each. --Christopher Rice"
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