CRM for Merchant Cash Advance Industry

Performance Media is a leading company in the US, detemined to give your organization the boost it needs to be up and running in minutes. We are #1 in the CRM providers for the Merchant Cash Advance Industry. We have stepped a step higher,first in the Merchant Cash Advance Industry, by integrating CRM, the Dialing System, and unlimited leads platform, all in one. No longer your agents will have to log onto multiple systems, use sub-par, confusing and difficult internet platforms, call outdated and bad business data and waste precious time.

CRM software for small business

What do you mean by CRM System?

Customer relationship management (CRM) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth. It is also used to manage interactions with customers and potential customers. It helps organizations build customer relationships and streamline processes so they can increase sales, improve customer service, and increase profitability. CRM systems usually compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.

Performance Media - The best in class CRM for Merchant Cash Advance Industry

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.

The CRM system provided by Performance Media helps you to capture all the free leads irrespective of the type or scope of the industry. Lead generation is the initiation of consumer interest or enquiry, regarding the main products of that particular industry. They are for potential sales, and most organizations get leads from many sources. For example, you can enter leads manually from business cards, generate them from marketing campaigns or inquiries from your website, buy them in mailing lists, create them automatically from posts on Facebook or Twitter – the possibilities are almost endless. Leads can be created for purposes such as list building, e-newsletter list acquisition or for sales leads. If all goes well, after you nurture a lead, you’ll be able to promote it to an opportunity, which is another name for a deal you’re getting ready to close.

Agents in call center systems call different people and find leads, which are in turn are shared onto the CRM database. These databases are cross connected and hence they can be used cross-industry. Thus we can say that you get free leads from all industries. Our CRM is fully integrated with our proprietary Phone System and Dialing System. We have designed our CRM to help Cash Advance businesses run their front-end operations and at the same time to 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. It provides an integrated solution for all types of the organizations. Whether you are a Broking, Funding or Servicing Firm, our CRM is just for your needs.

We guarantee that our CRM is the best in the Merchant Cash Advance Industry. We bet that you would simply love working with our CRM. Come, let’s start our journey together.

  • A database of leads from over 15 Million US Businesses
  • Central repository for merchant contact information, related documents and underwriting information
  • Escalate the power of communication by integrated with communication templates, complete with Email Portal, SMS Portal, Service and Syndication portal for Invertors and Syndicates
  • Track deals from underwriting to funded stages using Underwriting Module
  • Syndicate and track approval numbers, Management Fees and Commissions
  • Increase agent’s productivity by using quick lead capture form, easy edits, 360-degree merchant profile view and one-click deal conversion
  • Multiple fund submission and tracking
  • Total Integration with our Proprietary Phone System and Dialing Systems
  • Fully-functional Built-in Marketing System including Voicemail Drop Marketing and Post Funding Marketing
  • Generate Bank Statements in seconds
  • Advanced options for Credit, Judgement and Background searches
  • Blacklist Database for Defaulter Merchants
  • Custom API Integrations with 3rd Party Systems
  • Renewal Feature available
  • Analytics and reporting facility
  • Additional features of our CRM are Gamification System and Decision Logic