Best CRM Software For Small Business
Within the business lending industry managing relationships might be the most important part of running a business. A lot can happen between the time someone first hears about your business and when they eventually become a customer. Customer relationship management (CRM) software helps make this crucial process possible.
Without CRM software, there are too many shifting pieces to remember without something or someone falling through the cracks. But because CRMs can perform so many different functions, finding the right one can feel overwhelming. Here are a few of the most used CRM software programs in the loan broker industry. You will notice several offer other services or all in one marketing systems.
This is not an endorsement for these companies so please perform your own due diligence before working with them.
CRM and LOS for brokers, lenders, and fintechs
A platform designed and architected for a finance and/or fintech company.
Finance products are not simple and can be difficult to track. Centrex CRM takes everything you need and puts it one organized place for you and your team to manage.
Build amortization schedules, document management, multiple offers, mobile app, track commissions and fees.
Merchant Cash Advance
Track advances, submit deals to multiple funders, factor rate calculator, track commissions, monitor renewals, syndicates.
Track customers, email and SMS, calendar, esign, doc mgmt, task mgmt, client portal, payment processing.
Loan and advance management
List building with filters
SMS and email communication
Google maps integration
Call Tracking and notes
Think CRM software is just about contact management? Think again. HubSpot CRM has free tools for everyone on your team, and it’s 100% free.
HubSpot CRM for Sales Leaders
With the easy-to-use HubSpot CRM, you’ll never have to manually update reports or wonder how your team is tracking toward quota. Because you have more important things to do.
Track and analyze sales activity in real-time.
Get a real-time view of your entire sales pipeline on a visual dashboard.
Access detailed reports on sales activity, productivity, and individual performance. Then use those insights to track team performance and spot opportunities for growth.
Enjoy unlimited users, data, and up to 1,000,000 contacts with no time limit or expiration date — whether you're a team of 1 or 1,000.
Arm your sales team with time-saving tools they’ll actually use.
Close more deals with less work using tools that remove friction from the sales process.
HighLevel Helps Agencies & Marketers Thrive With Our All-In-One Sales & Marketing Platform
All the tools you need in one platform without having to "duct-tape" multiple platforms together!
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!
Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!
Use our built-in tools to collect payments, schedule appointments, and track analytics!
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MANAGE YOUR WORKFLOW AND PIPELINE
With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.
COLLECT CUSTOMER PAYMENTS
We integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.
ALL THE ANALYTICS & REPORTS IN ONE PLACE
Our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.