Deal Intake & Lead Management
Capture and assign merchant leads efficiently with complete pipeline visibility and tracking.
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Merchant Cash Advance CRM
Built for MCA Providers Deal Tracking & Lead Nurturing Integrated Underwriting Tools Close Deals Faster with Full Visibility
Merchant Cash Advance CRM is a specialized customer relationship management platform built to streamline deal tracking, agent performance, and lead nurturing for MCA providers. It integrates underwriting tools, pipeline visibility, and communication features to close deals faster.
The client was managing leads and deals manually across spreadsheets, resulting in delays and missed follow-ups. Their key issues were:
Capture and assign merchant leads efficiently with complete pipeline visibility and tracking.
Simplify credit checks, bank statement parsing, and scoring in one place
Monitor sales activities, response time, and closure rates by individual agents
Built-in email, SMS, and task reminders to boost engagement and close deals faster
The Merchant Cash Advance CRM streamlined the entire funding workflow by centralizing lead data, automating underwriting steps, and enabling real-time agent tracking. It empowered teams to follow up faster, close deals more efficiently, and make data-driven decisions with complete visibility into the funding pipeline.
