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10-08-2020, 09:43 AM #2Senior Member
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- Join Date
- Oct 2020
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- Beacon, NY
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- 119
Depends on budget and API requirements.
- SalesForce is the standard and you can make it do anything if you're willing to pay to build it out, or have an inside technical team.
- PipeDrive is a sales-centric CRM to focus on KPI, but has less customization available.
- Zoho is an inexpensive option, you can customize it pretty well but not all funders/lenders have API integration available and customer support is abysmal.
- Industry-specific CRMs tend to be more expensive but you're paying a premium to have access to built-in integration for CCD/syndication/etc.
Last edited by NationalCorporateData; 10-08-2020 at 09:49 AM.
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