Integrated Call & SMS Tools
Trigger communication workflows based on lead behavior.
Merchant Cash Advance CRM is a specialized customer relationship management platform built to streamline deal tracking, agent performance, and lead nurturing for MCA providers. It integrates underwriting tools, pipeline visibility, and communication features to close deals faster.
The client was managing leads and deals manually across spreadsheets, resulting in delays and missed follow-ups. Their key issues were:
Trigger communication workflows based on lead behavior.
Ensured timely follow-ups with context-specific actions.
No centralized view of agent productivity.
Inconsistent tracking of lead qualification & offers.
The CRM improved funding turnaround by 35%, reduced lead leakage by 50%, and gave managers better insight into agent productivity. Automation of follow-ups and underwriting notes helped reduce the average time-to-funding from 5 days to just 2 days.
