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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.
Advertising Disclosure
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.
Fintech
Track customers, email and SMS, calendar, esign, doc mgmt, task mgmt, client portal, payment processing.
Sales
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Pipeline management
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Loan and advance management
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List building with filters
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Website integration
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SMS and email communication
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Client portal
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Google maps integration
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Call Tracking and notes
B2 Systems
B2 Systems: Broker Automated Submission Platform
For brokers who have outgrown manual processing. We handle the scrubbing and funder-matching so your team can focus on closing. You started brokering to fund more deals, not to get buried in paperwork and funder criteria. B2 Systems turns hours of manual effort into seconds of automation.
Instant Funder Matching: 70+ funders mapped out for you to instantly activate your existing partners and match your files to the right funders in seconds.
Automatic deal Protection: Our system automatically strips out contact info and adds unique IDs to each applications before it reaches a funder.
Precision Bank reading: See the same data the funders see to avoid surprises and declines.
Start in Minutes, Not Weeks: No setup fees or complex onboarding.
Get started today and submit your first 10 deals for free.
Hubspot
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*
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
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!
NURTURE
Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!
CLOSE
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.
*We are partnered with companies like HighLevel to bring you valuable content and we can earn a commission if you click on the link and become a customer with them.
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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!
Keap
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.
Pipedrive
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?
Insightly
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.
Salesforce
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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