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06-24-2015, 11:02 AM #1
- Join Date
- Apr 2015
- Location
- Morristown, NJ
- Posts
- 100
CRM Solution with Automation
I am looking for a CRM solution that allows me to automatically pull credit and makes some preliminary decisions based on underwriting criteria that has already been coded into the CRM.
Does anyone know of a system like this? I know that most of the bigger companies have their own proprietary CRMs. I am currently using Bankcard Pros and have found it to be very cluttered and almost impossible to reach anyone on the phone or via email for support. I was under the impression that the coders over at Bankcard Pros would tailor the CRM however we want, even allowing us to auto-populate contracts and docs.
As of right now, I am basically using Bankcard Pros as a portfolio management tool but I really need a full-service CRM.---------------------------------------------------------
Rich McKellar
www.linkedin.com/in/richardmckellar
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