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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.

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Centrex Software

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.  

Business Loans
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.

  • Pipeline management
  • Loan and advance management
  • List building with filters
  • Website integration
  • SMS and email communication
  • Client portal
  • 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!

Close More Deals

Our thriving community of the most successful and visionary digital marketers on the planet. Get all the training and resources you need to start or grow your digital agency.


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.


We integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.


Our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.

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End-to-end Lending Platform and MCA CRM Built on Salesforce
Custom tailored for ambitious brokers and lenders

Cloudsquare offers two turn-key software solutions for MCA, Cloudsquare Lend and Cloudsquare Broker to help brokers and funder set their business up on a better platform that can also easily scale as they grow. 

More configuration options than any other lending software, and no coding required

Lend and Broker were built with Salesforce’s clicks-not-code mentality. Nothing is hard-coded, the entire system can be fully customized by you, with only a few clicks and no coding required! No lengthy build-outs or slowing down your business for an implementation. No dependency is required on Cloudsquare to make changes. You are in control.

Built and vetted by industry experts

Over a decade of experience and feedback from hundreds of industry veterans has gone into our intuitive interfaces, making it easy for everyone, from new hires to experienced brokers, to use the system, even with little training.

Built on Salesforce, the most reliable and secure CRM platform in the world

Thanks to the world class foundation of Salesforce, Lend and Broker boasts a 99.9999% uptime. All security protocols are covered by Salesforce, meaning you can rest comfortably knowing the lifeblood of your business, your data, is safe. Other lending platforms create their own infrastructure solutions and can’t match the protections offered by Salesforce. When your data is on Salesforce, you own it and can count on total privacy.

Infinitely scalable

Seamlessly integrate 3rd party apps, connect to your marketing platform, and customize just about any feature in the LOS with a handful of clicks. Whether you have 1 rep or 100, our products are ready to grow with you.

Try them out risk free, with our 90-day free trial. 
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MCA Track

The Very Best in Funding Automation

Smash your goals with the most reliable and complete solution in the industry. Easy automation and deal management add unmatched leverage to any funding environment.

MCA Track is the trusted and hassle-free way to grow your Merchant Cash Advance company now!


Absolutely everything an entrepreneur needs to win
More of what you need to manage your business efficiently. Keap is your all-in-one CRM, sales and marketing automation software to help you consistently win more business. All your client information, accessible on all your devices. 

Collect new leads with minimal effort
Collect more leads, convert them to clients, and turn those clients into fans with Keap’s powerful CRM and sales and marketing automation.

Messages that your audience actually wants to read
Write emails and texts using Keap’s curated templates, send them to segmented lists in your CRM, and watch the results roll in.

Business stays business, personal stays personal
Keap Business Line gives you access to work calls and texts on your smartphone, while keeping your personal conversations separate.

14-day free trial. No credit card required.



Founded in 2010, Pipedrive is an easy and effective sales CRM that drives small business growth.
Today, Pipedrive is used by revenue teams at more than 100,000 companies worldwide.

Sales pipeline and deals
When looking for a CRM solution, start by exploring its core functionality. Pipelines and deals are the foundation of every professional sales CRM. These features allow you to visualize your sales process and move your deals to won.

With Pipedrive, you can add deals, their value, win probability and expected close date, then organize and track them by your pipeline stages. Customize the stages to suit your sales cycle, create team pipelines and filter results by team member or stage. Colored cues draw your attention to deals about to go cold, so you know what to tackle first.

Kick your sales into gear
In sales, spreadsheets and email tools are only a baseline. To drive sales consistently, you need more advanced software solutions.

Sales software – or a sales platform ​​– is a centralized sales hub that’s designed to empower salespeople to collaborate, optimize their sales process and forecast sales cycles. And that’s not all – a sales platform is excellent for enhancing the customer journey and customer experience, generating new business and reducing overall costs. Want to see what a sales platform looks and feels like?

Dominate Sales

Sales Domination Systems was created, designed and built to empower salespeople by saving them time and dramatically reducing the friction created by a ‘CRM’. We handle data entry, prospecting, lead generation, contact data enrichment and pipeline organization so you don’t have to.

Converge Hub

ConvergeHub is the all-in-one Customer Relationship Management software that lets you take charge of business growth and manage your Sales, Marketing, Service and Billing from one platform.


Customers today want relationships, not transactions. If customers feel poorly treated, they’ll leave you. Insightly gives you everything you need to build a complete view of your customers across the entire buying experience, and deliver exactly what they want—from the first ‘hello’ to delivery and beyond.


Connect to your customers in a whole new way with the world’s #1 CRM platform. Over 150,000 companies, both big and small, are growing their business with Salesforce. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer
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