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02-05-2024, 10:14 PM #1
- 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
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02-06-2024, 10:33 AM #2
- Join Date
- Dec 2023
- Location
- NJ
- Posts
- 44
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
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