Results 1 to 24 of 24
  1. #1

    CRM for cash advance

    guys looking for some feedback regarding a CRM system
    i used velocify in the past and that made things run pretty smooth i know salesforce is up there if you are using would you recommend?
    let me know what CRM system is making your life easier that way i can check them out before making my decision. i thank you guys in advance and happy Holidays!

  2. #2
    Senior Member Reputation points: 67900
    Join Date
    Mar 2014
    Location
    Florida
    Posts
    1,688

    DF has a specific section "Everything Else' for this type of post.
    Dave Lambert
    FC Financial LLC
    dave@fcbankcard.com
    http://www.fcbankcard.com
    1-213-825-0179 (Text or Leave Message)
    Office: 727-233-1111

  3. #3
    Senior Member Reputation points: 46871
    Join Date
    Jul 2017
    Posts
    404

    Quote Originally Posted by Yankeeman07 View Post
    DF has a specific section "Everything Else' for this type of post.
    Daily Funder also has a thread for the least helpful/informative person. You are the winner my friend.

  4. #4
    Member Reputation points: 523 JParr's Avatar
    Join Date
    Feb 2020
    Location
    San Francisco Bay Area
    Posts
    74

    It all depends on what sort of functionality you need in your CRM.

    There are a number of small ISOs that use Hubspot and it seems to work well for them. It's easy to use but lacks more advanced functionality so you may grow out of it pretty quickly.

    I've used Salesforce for a number of years and it's by far my favorite. The reporting/analytics is great and the system as a whole is very customizable to your needs. With the customization may come headaches though, if you aren't familiar with Salesforce you may need help dialing it in.

    I have some experience with Microsoft Dynamics as well. I do not recommend. It's very clunky, felt like it took 3-4x as long to do anything. Ended up switching to Salesforce.
    Joshua Parrish | SLIM Capital
    (415) 938-4977 | josh@slimcapital.com
    www.slimcapital.com

  5. #5
    Senior Member Reputation points: 570
    Join Date
    Dec 2015
    Location
    Costa Mesa
    Posts
    133

    Quote Originally Posted by Money$Mike View Post
    guys looking for some feedback regarding a CRM system
    i used velocify in the past and that made things run pretty smooth i know salesforce is up there if you are using would you recommend?
    let me know what CRM system is making your life easier that way i can check them out before making my decision. i thank you guys in advance and happy Holidays!
    I am one of the Senior Software Specialists at Centrex Software. Give us a look. We have dedicated MCA CRM tech for brokers, funders and syndicates. Unlimited esign, email marketing, client portals, lenders, submissions, docs, web form integrations and more. The second link below is our one hour demo. Let me know if you would like to have a conversation and I will make myself available.

    https://www.centrexsoftware.com/

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

    Cheers,

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

  6. #6
    Senior Member Reputation points: 41209 DTFdowntofund's Avatar
    Join Date
    Jul 2018
    Location
    NJ/NYC
    Posts
    436

    Salesforce, Velocity, Centrex, MCA Suite, Zoho... the list goes on. It depends primarily how in depth you want the functionality to go, how many users you will have on, cost etc.

  7. #7
    Member Reputation points: 88
    Join Date
    May 2019
    Location
    Brooklyn NY
    Posts
    24

    google sheets best way to go as a iso or broker shop once your growth is to big for sheets then find a developer pay between 5-15k develop and build out your own crm

  8. #8
    Senior Member Reputation points: 23167
    Join Date
    Dec 2015
    Posts
    220

    I second google sheets, along with scott and angel soft. All of them provide a pretty low scratch experience, especially if you're sensitive skinned, leaving you secure and fresh, with multi directional options with either hand, while you're on the phone sparring with those difficult merchants at the end of the month.

    We keep our pantry at www.dumbleads.com stocked with all three.
    Last edited by DonMcGrath; 12-29-2020 at 10:26 PM.

  9. #9
    thanks guys appreciate the feedback!

  10. #10
    Pipedrive works very well for me

  11. #11
    We use Salesforce - the best in my opinion

  12. #12
    Senior Member Reputation points: 158288 ryan $'s Avatar
    Join Date
    Jun 2017
    Posts
    1,764

    MCA Suite does the job

  13. #13
    Salesforce is the gold standard, but (very) expensive. Centrex is very good and much lower cost, and Trey is a good guy. I've heard good things about Pipedrive and MCA Suite. Stay away from MCATrack.

  14. #14
    Senior Member Reputation points: 42844
    Join Date
    Aug 2016
    Posts
    252

    Quote Originally Posted by Esteban2000 View Post
    Salesforce is the gold standard, but (very) expensive. Centrex is very good and much lower cost, and Trey is a good guy. I've heard good things about Pipedrive and MCA Suite. Stay away from MCATrack.
    Well said! Centrex would be clear cut second choice if they didnt charge so much for their "consultation fee"

  15. #15
    My suggestion would be Centrex. I have used Zoho, Salesforce, Google Sheets, Pipedrive, & Vanilla Soft as well. The best fit for you & your company will depend on how you require your CRM to function with your Dialer/Phone System. Do you want an integrated system, or is your phone/dialer completely independent from your CRM?

  16. #16
    Senior Member Reputation points: 570
    Join Date
    Dec 2015
    Location
    Costa Mesa
    Posts
    133

    Thanks all of you for awesome comments on Centrex Software.

    @moneygreen Consulting packages are totally optional and we marked them down 50% during 2020 for COVID for our clients. Several clients took advantage and now have and awesome built out CRM. The packages went back to full retail price Jan 1st of this year but we just launched financing options for the packages. 2 - 4 month terms with a small portion due at signing with almost no underwriting.

    Any and all questions about Centrex are welcome.

    Cheers,

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

  17. #17
    Senior Member Reputation points: 87522
    Join Date
    Sep 2019
    Posts
    376

    Quote Originally Posted by Money$Mike View Post
    guys looking for some feedback regarding a CRM system
    i used velocify in the past and that made things run pretty smooth i know salesforce is up there if you are using would you recommend?
    let me know what CRM system is making your life easier that way i can check them out before making my decision. i thank you guys in advance and happy Holidays!
    It really depends which brokers/"funders" you want shopping your files.

  18. #18
    Senior Member Reputation points: 23167
    Join Date
    Dec 2015
    Posts
    220

    Quote Originally Posted by treymarkel View Post
    Thanks all of you for awesome comments on Centrex Software.

    @moneygreen Consulting packages are totally optional and we marked them down 50% during 2020 for COVID for our clients. Several clients took advantage and now have and awesome built out CRM. The packages went back to full retail price Jan 1st of this year but we just launched financing options for the packages. 2 - 4 month terms with a small portion due at signing with almost no underwriting.

    Any and all questions about Centrex are welcome.

    Cheers,

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


    Do you have a little more flexibility on your rates on the 2-4 month financing terms and can you extend them to 6 months...my guy had a dip 3 months back but his credit is usually 750+, self reported, honest. If you can get me a little bit more, like 10k on top, I can get a signature today, literally. He promised to show me bank statements as soon as we wire, and I can throw you some extra verified data.

    But I need it by tonight or he’s gonna walk. Asking for a warm friend I met at broker fair.

  19. #19
    Quote Originally Posted by Money$Mike View Post
    guys looking for some feedback regarding a CRM system
    i used velocify in the past and that made things run pretty smooth i know salesforce is up there if you are using would you recommend?
    let me know what CRM system is making your life easier that way i can check them out before making my decision. i thank you guys in advance and happy Holidays!
    Hubspot if you want ease.
    Salesforce if you want ninja calculations.
    Centrex for a discount.
    MCA Suite if you want to give your leads away.
    Velocify if you prefer what web pages looked like in 2003.
    Last edited by Olivia Morris; 01-08-2021 at 02:57 PM.

  20. #20
    Senior Member Reputation points: 570
    Join Date
    Dec 2015
    Location
    Costa Mesa
    Posts
    133

    Quote Originally Posted by Olivia Morris View Post
    Hubspot if you want ease.
    Salesforce if you want ninja calculations.
    Centrex for a discount.
    MCA Suite if you want to give your leads away.
    Velocify if you prefer what web pages looked like in 2003.
    Hahaaa love this.

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

  21. #21
    on salesforce you recommend professional or enterprise edition?

  22. #22
    Senior Member Reputation points: 570
    Join Date
    Dec 2015
    Location
    Costa Mesa
    Posts
    133

    Quote Originally Posted by Money$Mike View Post
    on salesforce you recommend professional or enterprise edition?
    Did you want to check out Centrex Software before you spend way too much money on salesforce?

    Let me know and I will make myself available.

    Cheers,

    Trey (888) 622-5810 ex 101

  23. #23
    Senior Member Reputation points: 23167
    Join Date
    Dec 2015
    Posts
    220

    Quote Originally Posted by Money$Mike View Post
    on salesforce you recommend professional or enterprise edition?
    Unless you’re doing some heavy customization or require unique reporting, or you have a very large team with millions of dollars flowing through each week, Salesforce is usually overkill, and not worth the heavy price tag, not to mention you’re LOCKED into a yearly contract, for the “discount”, which is still very expensive.

    When we got to month 5 and realized what it cost every time we wanted to customize something, and for each seat in the www.dumbleads.com office, we had the interns play russian roulette with the double pump action sawed off BB gun, just to calm down the accounting department with fresh meat.


    Stick to Pipedrive, until you grow to a size that justifies the expense.
    Last edited by DonMcGrath; 01-13-2021 at 02:05 PM.

  24. #24
    Senior Member Reputation points: 23167
    Join Date
    Dec 2015
    Posts
    220

    Quote Originally Posted by Olivia Morris View Post
    Hubspot if you want ease.
    Salesforce if you want ninja calculations.
    Centrex for a discount.
    MCA Suite if you want to give your leads away.
    Velocify if you prefer what web pages looked like in 2003.


    Lol, Good one Olivia!

    This comment made some of our guys sign up for your Dream Dating service, can you tell me what countries you mail order from?

Similar Threads

  1. New to cash advance
    By Showmethemoney in forum Merchant Cash Advance
    Replies: 72
    Last Post: 11-19-2018, 09:41 AM
  2. Replies: 6
    Last Post: 10-03-2015, 03:57 PM
  3. Who is Cash-Advance.Me
    By 1StopFunding in forum Merchant Cash Advance
    Replies: 6
    Last Post: 02-20-2015, 04:01 PM
  4. AVP Cash Solutions--Merchant Cash Advance
    By AVP Solutions in forum Merchant Cash Advance
    Replies: 0
    Last Post: 10-31-2013, 12:57 PM


Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •