CRM Software

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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Agile CRM

Sell & Market Like the Fortune 500. Sales Enablement + Marketing Automation + Customer Service.

Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use.



Discover how Apptivo CRM Software can help attract, engage, retain and delight More customers. Over 150,000 businesses in 194 countries now rely on Apptivo for their CRM Software, Project Management, Invoicing and communication needs.

Centrex Software

Centrex is a Merchant Cash Advance CRM for MCA Brokers, MCA Funders, and MCA Syndicators. Generate more leads, close more deals, track and manage your portfolio, all under one roof. Complete customizable merchant cash advance CRM with electronic signature, client portal, document builder and much more.

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.

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.


We believe businesses can grow with a conscience, and succeed with a soul — and that they can do it with inbound. That's why we've created a platform uniting software, education, and community to help businesses grow better every day.


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.


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.
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Less Annoying CRM

A simple CRM built just for small businesses. Thousands of small businesses use Less Annoying CRM to manage contacts, track leads, and stay on top of follow-ups
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Sales Creatio

Sales Creatio is a cloud based CRM that drives efficient sales processes and enables total control over the complete customer journey - from lead generation to loyal repeat sales. Employ out-of-the-box processes to manage the entire sales cycle!


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


Your sales reps didn't get hired to deal with difficult software. Zendesk Sell is simple and designed to keep reps selling. Sell removes the friction from deal updates so your team can always access, analyze, and collaborate on relevant deal data.