Results 1 to 2 of 2
-
02-05-2024, 10:14 PM #1Member
Reputation points: 295
- Join Date
- Sep 2023
- Posts
- 42
best crm's for mca/term loans/loc/ overall financial space
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.
thanks in advance
-
02-06-2024, 10:33 AM #2Member
Reputation points: 374
- Join Date
- Dec 2023
- Location
- NJ
- Posts
- 31
our company thought about having a custom build crm from a salesforce platform. We ended up going with MCA Suite since about 2016. They know our industry and it helps at times.
TMRNOW | A Total Merchant Resources Company
Ariel Avalos – Iso Relations Manager
377 Hoes Lane, Suite 240, Piscataway, NJ 08854
Phone: 347-814-6152 | Email: Ariel@tmrnow.com | Web: www.tmrnow.com
Reply With QuoteSimilar Threads
-
best crm's for mca/term loans/loc/ overall financial space
By ArkCapitalFunding in forum Merchant Cash AdvanceReplies: 3Last Post: 02-05-2024, 10:39 AM -
SBA, Traditional Term Loans, Short-Term Loans, Bridge Loans and Hard Money Loans
By AlexP in forum All Other LendingReplies: 159Last Post: 01-27-2020, 03:14 AM -
Term Loans, SBA Loans, Short-Term Loans and Hard Money Loans, Best Rates!
By AlexP in forum Business LoansReplies: 0Last Post: 06-18-2018, 12:36 PM -
Term Loans, SBA Loans, Bridge Loans and Hard Money Loans, Best Rates!
By AlexP in forum PromotionsReplies: 0Last Post: 06-12-2018, 01:14 PM -
SBA, Traditional Term Loans, Short-Term Loans, Bridge Loans
By AlexP in forum PromotionsReplies: 0Last Post: 06-06-2018, 02:07 PM
