Customer Data Software
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  1. #1

    Customer Data Software

    Hi.
    I am looking for a software to store all my customer data, and PDF files. I am a Broker for Merchant financing. need to find a better way to store statements, and other documents. with the ability to send large files to lending banks.

  2. #2
    Senior Member Reputation points: 10227
    Join Date
    Dec 2015
    Location
    Costa Mesa
    Posts
    231

    Check out Centrex Software. www.centrexsoftware.com They do dedicated business lending client management(CRM) software.

  3. #3
    I would like to suggest one more useful project management tool i.e. Invoicera. It is an online project management tool with features like log work hours,track bill option. It helps us to provide better control over business finances and increase the productivity of the business. You may also consider this tool. (www.invoicera.com)
    Dot net Training in Chennai | Salesforce Training in Chennai

  4. #4

    Customer Data Software

    We sub-license a custom built MCA specific CRM platform.

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