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02-27-2015, 04:23 PM #1
- Join Date
- Jul 2014
- Location
- Jackson Hole Wy
- Posts
- 733
CRM software / cloud
What is a good CRM for my ISO
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03-03-2015, 03:21 PM #2
- Join Date
- Aug 2014
- Posts
- 72
No ideas, huh? We are looking to upgrade our CRM as well. Hopefully someone has a suggestion
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03-03-2015, 05:31 PM #3
Salesforce is probably the best, but I understand it is expensive.
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03-09-2015, 08:12 AM #4
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03-03-2015, 06:01 PM #5
Bankcard Pros. Even though it has Bankcard in the name, their CRM is fully built out for MCA for ISOs, funders, and syndicaters. If you need a contact person there, private message me.
You could also use something very inexpensive like Zoho. I've seen it work for some companies.
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03-04-2015, 11:44 AM #6
- Join Date
- Jan 2015
- Posts
- 16
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03-05-2015, 11:58 PM #7
You may want to check out ConvergeHub. It has a beautiful friendly layout, and ConvergeHub's MCA Edition is built specially for MCA businesses, and covers the entire business process from marketing to funding of a deal.
You can learn more here http://www.convergehub.com/industrie...t-cash-advance
ConvergeHub was chosen by Docusign as a featured solution https://www.docusign.com/partner/convergehub-0
Shampa Bagchi
CTO, ConvergeHub
shampa@convergehub.com
www.linkedin.com/in/shampabagchi/
http://www.convergehub.com/industrie...t-cash-advance
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03-03-2015, 08:08 PM #8
- Join Date
- Aug 2014
- Posts
- 72
Thanks, Sean. I was looking into the Zoho option but don't really want to have to build something up from scratch so I'd like something a little more developed I guess.
I'll check out Bankcard. Thanks!
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03-03-2015, 11:45 PM #9
- Join Date
- Mar 2014
- Posts
- 147
CRM software / cloud
Sean I think bank card pros is out of business. We owned that system and recently purchased Salesforce. We can not get in touch with Robert after several attempts for over a week and the site was down. I recommend looking elsewhere.
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03-03-2015, 11:49 PM #10
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03-04-2015, 12:30 AM #11
- Join Date
- Mar 2014
- Posts
- 147
CRM software / cloud
Wow that's really odd, I will have my team reach out to him. We were trying approx a week ago and had some issues. Thanks !
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03-04-2015, 06:54 AM #12
- Join Date
- Jan 2013
- Location
- Berlin, CT
- Posts
- 191
CRM software / cloud
We use Salesforce as well. Very happy with it. I've heard positive feedback on Zoho and Infusionsoft too.
Last edited by GRP Funding; 03-04-2015 at 09:51 AM.
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03-04-2015, 03:51 PM #13
- Join Date
- Feb 2015
- Posts
- 4
CRM software / cloud
Bankcard Pros.
Been in touch with Bankcard pros the past few weeks, they definitely are not out of business.
The good thing about them is they don't charge a per user fee and cater to ISO/Lending industry.
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03-04-2015, 04:02 PM #14
- Join Date
- May 2014
- Posts
- 317
I've used Bankcard Pros and had MAJOR issues with it. I will say it was 3.5 years ago so maybe it's evolved since then. Last I knew it, it was Ben and his wife and they were working from home doing everything with 2 people.
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03-04-2015, 04:06 PM #15
We offer a program called Collection Master.
Let me know if you would like a demo
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03-05-2015, 09:24 AM #16
- Join Date
- Aug 2014
- Posts
- 72
Has anybody tried MCA Track or MCA Suite?
I'm determined to spend my snow day figuring out a solution!
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03-05-2015, 09:46 AM #17
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03-05-2015, 10:25 AM #18
- Join Date
- Aug 2014
- Posts
- 72
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10-01-2015, 09:07 PM #19
- Join Date
- Feb 2013
- Posts
- 13
Miller192,
Who did you go with?
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12-14-2015, 10:05 AM #20
- Join Date
- Apr 2015
- Posts
- 31
Infusionsoft if you have the time.It can be a little intimidating to begin with but has an answer to your lead creation problems.It also lets you know when a merchant opens an email that was sent.( convergehub does not have that, not sure about centrexsoftware yet)
converghub has a specific platform for the MCA space as does centrexsoftware.com.
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03-05-2015, 11:24 AM #21
MCA Track is great! Seamless and great for remitting investors on syndications.
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03-05-2015, 09:02 PM #22
- Join Date
- Feb 2015
- Posts
- 10
You may wanna consider looking into CloudMyBiz. They are Salesforce implementation partner and have a cool Salesforce solution for the MCA industry.
http://www.cloudmybiz.com/
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03-05-2015, 09:38 PM #23
- Join Date
- Aug 2014
- Posts
- 20
What do you guys think of Funderscloud ?
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04-03-2015, 05:55 PM #24
I have a small shop about 20 folks, have been using Zoho for 3 yrs. Price is great, set up time is fast, fine tuning takes a bit. We have been looking at http://www.hatchbuck.com/ seems interesting
Last edited by socalgav; 04-03-2015 at 06:04 PM.
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12-14-2015, 05:01 PM #25
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 234
Guys check out Centrex Software. http://www.centrexsoftware.com/business-loan-crm/
We have some of the most dynamic CRM/ERP software in the business finance industry. Integrations with Decision Logics, CLEAR search, Universal credit solutions, fully branded client portal, esign, etc. Full advances tab with advance portfolio monitoring along with lender data base to track which lenders are closing your deals and how long it takes them to close. Give me a call or shoot me an email. 888-622-5810 ex 107 tmarkel@centrexsoftware.com
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