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  1. #1
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    CRM Recommendations

    Looking for the best CRM's for a broker/funder. Any suggestions?

  2. #2
    Senior Member Reputation points: 7232 NationalCorporateData's Avatar
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    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.

  3. #3
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    Quote Originally Posted by CT3 View Post
    Looking for the best CRM's for a broker/funder. Any suggestions?
    Centrex Software is one of the best platforms dedicated to the finance sector. We know the industry, we know lending, and we know tech. Doesn't matter if you are broker, funder, or syndicator, we have it all. Features include:

    Esign, web form integration, lender matchmaking, email marketing, SMS marketing, broker management, pulling credit, pulling DL, tracking commissions, tracking renewals, servicing funded deals, paying out syndicates, and much more. Here is a link to our website and demo video as well.

    https://www.centrexsoftware.com/

    https://www.centrexsoftware.com/full-demo/

    Cheers,

    Trey Markel - (888)622-5810 ex 101
    tmarkel@centrexsoftware.com

  4. #4
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    Quote Originally Posted by treymarkel View Post
    Centrex Software is one of the best platforms dedicated to the finance sector. We know the industry, we know lending, and we know tech. Doesn't matter if you are broker, funder, or syndicator, we have it all. Features include:

    Esign, web form integration, lender matchmaking, email marketing, SMS marketing, broker management, pulling credit, pulling DL, tracking commissions, tracking renewals, servicing funded deals, paying out syndicates, and much more. Here is a link to our website and demo video as well.

    https://www.centrexsoftware.com/

    https://www.centrexsoftware.com/full-demo/

    Cheers,

    Trey Markel - (888)622-5810 ex 101
    tmarkel@centrexsoftware.com
    I've heard mixed reviews on this, anyone have a good or bad experience with them?

  5. #5
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    Streak for Gmail is the best / only CRM you should be using (if you use gmail)

  6. #6

    Centrex

    Quote Originally Posted by CT3 View Post
    I've heard mixed reviews on this, anyone have a good or bad experience with them?
    I've used Centrex Software for multiple years. Not only do they continuously upgrade the technology, their team is incredibly accessible to assist with enhancement requests. Having consulted with multiple funders on Centrex Software, and others, I strongly recommend Centrex.

  7. #7
    Veteran Reputation points: 159120 J.Celifarco's Avatar
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    Broker suite is a salesforce based crm built for Brokers in our space. Just got it and it is fantastic.. Babylon Solutions is the company that built it out for us.. Much cheaper than getting sales force and starting from scratch.
    John Celifarco
    Managing Partner
    Horizon Funding Group

    3423 Ave S
    Brooklyn, NY 11234
    T: (347) 773-3990 | F: (718) 795-1990
    Linkedin: Profile
    Email: john@horizonfundinggroup.com

  8. #8
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    I use a box of index cards

  9. #9
    You are FAKE NEWS nice jewish boy

  10. #10
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    Quote Originally Posted by Mexican Funding View Post
    You are FAKE NEWS nice jewish boy
    orele wey

  11. #11
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    Quote Originally Posted by J.Celifarco View Post
    Broker suite is a salesforce based crm built for Brokers in our space. Just got it and it is fantastic.. Babylon Solutions is the company that built it out for us.. Much cheaper than getting sales force and starting from scratch.
    Highly recommend Babylon solutions for all they offer and do.

  12. #12
    Quote Originally Posted by CT3 View Post
    I've heard mixed reviews on this, anyone have a good or bad experience with them?
    Centrex is awesome! It is already built for our industry and the number of gadgets to follow up and market are top-notch.

  13. #13
    Senior Member Reputation points: 33882 Zach's Avatar
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    Centrex is bad-ass. Highly recommend it.
    Zachary Ramirez – CEO
    Phone: 562-391-7099
    Email: zach@zacharyjosephramirez.com

    1661 N. Raymond Ave #265
    Anaheim CA 92801

  14. #14
    Quote Originally Posted by Zach View Post
    Centrex is bad-ass. Highly recommend it.
    Completely agree!

  15. #15
    Babylon Solutions and their Brokersuite platform are AWESOME! Highly recommended
    CapFront
    210 Old Country Rd, Ste 101
    Garden City, NY 11501
    P: 646-450-8350
    g.smith@capfrontfunding.com
    www.capfront.net

  16. #16
    Quote Originally Posted by capfront View Post
    Babylon Solutions and their Brokersuite platform are AWESOME! Highly recommended
    How much does something like that cost?

  17. #17
    Veteran Reputation points: 159120 J.Celifarco's Avatar
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    Quote Originally Posted by capfront View Post
    Babylon Solutions and their Brokersuite platform are AWESOME! Highly recommended
    Have to agree the guys at Babylon solutions are great. Their broker suite for sales force works great and they were able to customize anything we wanted to fit our specific needs. Highly recommend them
    John Celifarco
    Managing Partner
    Horizon Funding Group

    3423 Ave S
    Brooklyn, NY 11234
    T: (347) 773-3990 | F: (718) 795-1990
    Linkedin: Profile
    Email: john@horizonfundinggroup.com

  18. #18
    My firm services 65+ MCA companies with bookkeeping and accounting and our bookkeepers use MCA Suite as well as other programs Centrex etc. If you need help setting up a CRM program and or on going support, feel free to reach out to me. Dassi Cole. Better Accounting Solutions. 347-416-3928. Dassic@betteraccountingsolutions.com

  19. #19
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    Zendesk Sell with a whole lot Zapier integrations work very nicely IMO.

  20. #20
    Try Monday.com - great url and they are dumping zillions into google Adwords.

  21. #21
    Quote Originally Posted by CT3 View Post
    Looking for the best CRM's for a broker/funder. Any suggestions?
    Hey guys, I know it's been a couple years — I built a newer software called Fundmore specifically for 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

  22. #22
    Good info here

  23. #23
    Salesforce has been the best for us. Yes it is a little expensive but you pay for what you get.

  24. #24
    how much is this a month?

  25. #25
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    Quote Originally Posted by ArkCapitalFunding View Post
    how much is this a month?


    Salesforce forces you into a 12 month contract, after a short trial period, if you want to continue with them. They used to charge $120+ per user, it might be more now. They come with a lot of pre-built tools and extensions but you need to pay additional for support to use these bells and whistles and the prices can get up there fast, usually starting at $1,000+ per feature.

    You can always use a programmer to customize any crm you decide to use. If you're a small to mid size shop or just starting, Salesforce is usually overkill, as you won't appreciate what you're paying for. But obviously they have a great reputation.







    www.UccRadar.com - Bulk aged data pricing, and free real time leads with order!

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