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03-24-2021, 12:01 PM #1
- Join Date
- Oct 2019
- Posts
- 48
please help Me. Looking For a CRM
Hi everyone.
I need some help. I am looking for a CRM for the following.
1 To automate my deals. Examples
Lines of credit got to lender A,B & C
Term Loans Credit 500-575 Go to Lender A,B&C
Paper with 5 negative days goes to A,B&C
You get the Idea
2 Track the deals from beginning to funding
3 Lead Pipeline
4 Sales agent deals and commission funding
5 Affiliate partner portal with deal status, commission and payment funding
Does any CRM exist?
Thank you in advance