Results 1 to 12 of 12
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08-26-2021, 04:09 PM #1
- Join Date
- May 2019
- Posts
- 19
CRM/ Portals.
What do people use for CRM systems as well as portals?
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08-26-2021, 06:37 PM #2
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 231
Centrex Software has a full circle CRM dedicated to the business finance sector. Client portals, syndicate portals, broker portals are all available within the platform. Here are a few videos.
CRM
https://www.centrexsoftware.com/merc...h-advance-crm/
Client Portal
https://www.centrexsoftware.com/client-portal/
Syndicate and Broker Portals
https://www.centrexsoftware.com/affiliate-management/
Give me a shout if you would like to learn more.
Cheers,
Trey Markel
www.centrexsoftware.com
(888) 622-5810 ex 101
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08-30-2021, 11:01 AM #3
- Join Date
- Jul 2017
- Posts
- 129
Salesforce is excellent and very popular, but also very expensive. Trey Markel's Centrex is MCA-specific and a good option. Stay away from the extreme low-cost CRM's (not going to name names out of respect, but you'll know them when you see them)...they are decent for sales management but woefully lacking in reporting and scalability.
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08-30-2021, 11:18 AM #4
- Join Date
- Aug 2020
- Posts
- 143
If you don't plan on making a custom CRM software then I would recommend Centrex as well.
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08-30-2021, 05:55 PM #5
- Join Date
- Aug 2020
- Location
- New York, NY
- Posts
- 123
Centrex, OrgMeter, MCA Track, LendSaas.
I believe there are many more.Underwriting Desk | ClearFund Solutions | New York, NY.
P: 855-543-2133 E: deals@clearfund.co W: www.clearfund.co
_____________________________
ClearFund is a Direct Funder
ISO inquires: partners@clearfund.co
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09-01-2021, 12:14 AM #6
- Join Date
- Aug 2021
- Location
- Brooklyn, NY
- Posts
- 12
I agree with others, as an independent broker/ iso, I used to use Salesforce. They actually, had a "mini" version of their CRM, when I last checked end of 2020 and you could sign up for 30ish bucks a month per/seat. Didn't have all of Salesforce typical bells and whistles but still very functional for what i needed. Hope that helped.
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09-01-2021, 11:04 AM #7
- Join Date
- May 2019
- Posts
- 19
I appreciate all the input. We are looking for an open-ended api system where we can connect a dialer to the CRM as well as another platform for a front interface or landing page for the brokers/agents.
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09-01-2021, 11:16 AM #8
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 231
Centrex Software has two dialer integrations: Blue Rock and yTel. Both are great but Blue Rock has more features. We also have the ability to integrate any landing page or web form or software company to auto post data into Centrex Software. You can even setup web hooks to post out of Centrex Software into another platform if need be. We have a full broker portal, syndicate portal, and client portal.
Let me know if you would like a demo and I can show you what Centrex has the ability to do.
Trey
(888) 622-5810 ex 101
www.centrexsoftware.com
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09-01-2021, 11:18 AM #9
- Join Date
- Jun 2015
- Posts
- 3,319
check out brokersuite
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09-01-2021, 01:30 PM #10
- Join Date
- Feb 2019
- Posts
- 96
Do any of the following CRMs waive starter fees?
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09-01-2021, 05:11 PM #11
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 231
Here at Centrex Software we do not as there is very much a cost on our end to setup an account and train on a new account. I think it's rare in this sector for CRM's to waive setup fees especially if you are a funder servicing your own portfolio where there is an ACH integration and maybe some syndicates that need to get paid out etc.
Trey
(888) 622-5810 ex 101
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10-05-2021, 11:11 AM #12
- Join Date
- Feb 2019
- Location
- FL
- Posts
- 94
Good morning,
Zalman Notik here from MCA-Track. I'd be glad to set up a demo and show how our system works. zalman.notik@mcatrack.com Office: 212-444-9567 #2302 Cell: 718-757-5338