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  1. #1

    please help Me. Looking For a CRM

    Hi everyone.
    I need some help. I am looking for a CRM for the following.
    1 To automate my deals. Examples
    Lines of credit got to lender A,B & C
    Term Loans Credit 500-575 Go to Lender A,B&C
    Paper with 5 negative days goes to A,B&C

    You get the Idea

    2 Track the deals from beginning to funding

    3 Lead Pipeline

    4 Sales agent deals and commission funding

    5 Affiliate partner portal with deal status, commission and payment funding

    Does any CRM exist?

    Thank you in advance

  2. #2
    Senior Member Reputation points: 24994
    Join Date
    Feb 2019
    Posts
    203

    Quote Originally Posted by inacio View Post
    Hi everyone.
    I need some help. I am looking for a CRM for the following.
    1 To automate my deals. Examples
    Lines of credit got to lender A,B & C
    Term Loans Credit 500-575 Go to Lender A,B&C
    Paper with 5 negative days goes to A,B&C

    You get the Idea

    2 Track the deals from beginning to funding

    3 Lead Pipeline

    4 Sales agent deals and commission funding

    5 Affiliate partner portal with deal status, commission and payment funding

    Does any CRM exist?

    Thank you in advance
    Solving 2-5 is pretty simple. There are some MCA CRMs out there but I won't use any of them personally. The benefit with MCA CRMs is that it is pretty much set up & requires much less configuration.
    There is always Salesforce. I know a few ISOs that use Zoho (not sure if there is a portal with them).

    I use Salesforce & Quickbase. Salesforce is handling the sales CRM aspect & I use Quickbase to automate the entire process. Run the banks, pull credit, background etc & with that info, it provides recommend creditors.

  3. #3
    @MISTAMCA that QuickBase automation sounds cool, I would love to learn more about that.
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    David Stewart
    Director of Business Development
    Business Capital Providers
    Office:954-364-7764
    Mobile:954-937-1218
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    bcproviders.com

  4. #4

    Brokersuite

    Quote Originally Posted by inacio View Post
    Hi everyone.
    I need some help. I am looking for a CRM for the following.
    1 To automate my deals. Examples
    Lines of credit got to lender A,B & C
    Term Loans Credit 500-575 Go to Lender A,B&C
    Paper with 5 negative days goes to A,B&C

    You get the Idea

    2 Track the deals from beginning to funding

    3 Lead Pipeline

    4 Sales agent deals and commission funding

    5 Affiliate partner portal with deal status, commission and payment funding

    Does any CRM exist?

    Thank you in advance

    Salesforce is the right CRM for you, IMO. But specifically, they have an app called Brokersuite. Brokersuite does what Orgmeter does and a lot more.
    I've used Zoho CRM but honestly, it's kind of messy and you have to pay well over what you would for Brokersuite/Salesforce to make all of the custom things you need.

  5. #5
    Senior Member Reputation points: 39157
    Join Date
    Oct 2014
    Location
    Naples, FL
    Posts
    471

    ...not sure about the size of your operations, but for about $130k a year (license cost), I can introduce you to a firm who can build a custom solution for you. Proven system for MCA. Can be independent or built on Salesforce platform, with automation and security features built in. If you're interested in knowing more, let me know and we can discuss setting up an introduction.

  6. #6
    Salesforce, it can be a bit expensive but otherwise you're going to spend years trying to do what it does out of the box. If you end up migrating to it years down the line the data transfer is going to cost you a ton



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