[ArkCapitalFunding]

I'd like to know everyone's thoughts on what they think the best CRM is out there for our financial space. Best overall? Best on a budget? Best for big shops? Best for small shops? International lending? broker/syndicator/direct lender crm all in one?? just looking for crm info in general.

[simonwein12]

Lendsaas is the best and it’s not even close

[MCA Simplified]

I'd like to know everyone's thoughts on what they think the best CRM is out there for our financial space. Best overall? Best on a budget? Best for big shops? Best for small shops? International lending? broker/syndicator/direct lender crm all in one?? just looking for crm info in general.

We would say our all-in-one platform is best for broker shops. It's meant to be a tool for marketing. Lead management, SMS, calls, email, etc.
It's pre-built with numerous automation for MCA.

As far as budget, our pricing is unbeatable for the value. We hold a competitive advantage with our pricing over other platforms in the MCA industry.

Feel free to reach out for a demo or a free trial.


MCA Simplified
MCAsimplified.com
Info@MCAsimplified.com
(718) 557-9554

[Sylesh W.]

I'd like to know everyone's thoughts on what they think the best CRM is out there for our financial space. Best overall? Best on a budget? Best for big shops? Best for small shops? International lending? broker/syndicator/direct lender crm all in one?? just looking for crm info in general.

If you're looking for a predictive dialer that integrates with CRMs, and is designed for the MCA industry, check us out - www.augutech.io

[fundmore]

I'd like to know everyone's thoughts on what they think the best CRM is out there for our financial space. Best overall? Best on a budget? Best for big shops? Best for small shops? International lending? broker/syndicator/direct lender crm all in one?? just looking for crm info in general.

Best on a budget: MCA Simplified
Best for big shops: Salesforce + Cloudsquare
Best for small shops: Fundmore
International lending: not sure
Broker/syndicator/direct lender crm all in one: Centrex


But the best overall depends on your priorities.

• Do you need support for syndication and the funding side of things? Then you're limited to Centrex, Cloudsquare, LendSaaS.
• Do you want it to store leads and have a dialer/marketing features? That's Salesforce/Hubspot/Pipedrive/Zoho or MCA Simplified.
• Do you mostly care about easily managing deals, subbing out to funders, and tracking offers/advances/commissions? Fundmore.

I'm the founder of Fundmore, which I built for a specific niche: broker shops that already have a good dialer/marketing solution like Close.com, but need a good way to organize everything in one place and automate the repetitive everyday tasks while keeping an eye on reps' performance. Check us out: https://fundmore.io/

[fundmore]

Quick update:

We’ve released Auto Parse Funder Responses, which is a feature that automatically reads in declines, offers, and required stips.

It'll use AI to automatically analyze emails from funders, classify them, and update the matching submission in Fundmore.

Declines will have a decline reason, approvals will have offer details, and even required stips will all be brought into Fundmore.

This is a free feature that you can start using today within Fundmore, but it's still in beta and being tested for reliability.

Here’s the link to get started (your first 2 weeks are free): https://fundmore.io/pricing

[DennisM]

Best Overall: Cloudsquare Broker / Lend
Best On Budget: Not Cloudsquare
Best For Big Shops: Cloudsquare
Best for Small Shops: Cloudsquare
International Lending: ?
Broker/Syndicator/Lender CRM: Cloudsquare Broker / Lend


With Cloudsquare Broker, you could:
1. Integrate with your online application
2. Integrate with any dialer
3. Integrate with any sms provider
4. Lead Round Robin
5. Integrate with any eSign provider
6. Match merchants with the best lender
7. Submit to lender via email or API (You don't need to login to portals anymore)
8. API lender's offers read back in real time
9. Track commissions
10. Track renewals
11. Track open positions with other funders
12. Marketing automation
13. Robust out of the box reports and dashboards


If you are a broker, take a look at this teaser video:
https://vimeo.com/770971363

With Cloudsquare Lend, you could
1. Automatically parse applications and bank statements with your preferred vendor (Heron Data, MoneyThumb, Ocrolus, etc)
2. Auto decline based on your guidelines
3. Pull Credit, Run a background check
4. Price Deals
5. Send offers to ISOs
6. Generate Contracts
7. Invite syndicators
8. Log funding call
9. See real time balances via Plaid
10. Automated Loan Servicing via ACH Providers (ACHWorks, Actum Processing, etc)

Both platforms are built on the #1 CRM in the world, Salesforce. Anything missing can be built with clicks, not code. Unlike other CRMs, your data is secure with Salesforce

Interested in learning more?

DM me