Best in Class CRM for the MCA Industry Brokers | Funders | Servicers

best crm software services 2020

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#1 in Merchant Cash Advance IndustryCustomer Relationship Management

For Brokers - Funders - Servicer

Latest studies show that CRM gives businesses a 65% boost in sales quotas. Customer Relationship Management (CRM) software has the same basic functions, which includes Automation of your process, Client Data Collection, Analytics and Marketing. We @ Performance Media have designed our CRM to help Cash Advance businesses run their front-end operations and at the same time improve their customer lifecycle management for retention of the clients by providing unsurpassable services. It enables the lenders to keep detailed client data and maintain timely customer follow up with loan pipeline management to stay in control of the business

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WhyPerformance Media

CRM software for small business

Unified Customer Experience

Customers are your most precious assets. Modern customers have more ways to interact with businesses than ever before.

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CRM software for small business

Super-Easy to use

With the increase in your business processes, you need to be sure that your processes are scalable, but still can attain the same level of customer satisfaction and enriching your leads.

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CRM software for small business

Flexible & Customizable

One cannot group all business needs, when it comes to using CRM solution. Performance Media bring you a CRM solution that allows you customize your CRM interface according to the requirements of your business.

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Our Features

FREE Leads

Every business—large or small—needs to generate new leads in order to expand their client base and grow their business in the process.

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ISO Portal

The ISO portal, bundled with our integration is an easy-to-use online dashboard that can zoom into the data related to the working of your organization, helping you to make more informed critical decisions.

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Cloud Phone System (PBX) with over 300 Area Codes

A PBX (private branch exchange) is a telephone system within an enterprise that switches calls between enterprise users on local lines while allowing all users to share a certain number of external phone lines

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Our CRM Integrations have made the process of submitting documents to lender as simple as a few clicks. Just select your lender, select the documents you want to send, and hit send.

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All business houses always try to cut operational expenses in-order to ensure profit margins and payroll is one of the processes, which they like to manage with less resources.

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The accounting sector is undergoing dramatic changes. Downwards price pressures and commoditisation of compliance services, digital transformation, increased competition and clients’ changing expectations are shaking up the profession.

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