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Cloudsquare Broker - Merchant Cash Advance Software & CRM
Turnkey Merchant Cash Advance Software for Alternative Lending Brokers
$95 USD/user/month
- Industries
- Financial Services
- Business Need
- SalesFinanceLead & Opportunity Management
- Requires
- Sales Cloud
- Compatible With
- Marketing Cloud EngagementMarketing Cloud Account EngagementExperience Cloud
Losing deals because your CRM isn't streamlined, flexible, or robust? Try the best Merchant Cash Advance Software & CRM for Brokers and start using Salesforce with the most secure turnkey MCA CRM solution! 30-Day Money-Back Guarantee!
Highlights
WHY CLOUDSQUARE We believe in growing people, ideas, and long-term partnerships with our customers. We achieve this is by developing Merchant Cash Advance software, powered by the #1 CRM, capable of evolving with our customers and supporting their growth
END-TO-END SOLUTION Built for Merchant Cash Advance Brokers, our MCA CRM manages the entire process, from lead to renewal and everything in between. Fund more and faster with our Merchant Cash Advance software & CRM!
INTELLIGENT The #1 Merchant Cash Advance software & CRM, Cloudsquare Broker gives brokers the leading edge in technology with streamlined workflows and smart-filtering lender submissions, enabling your team to focus on closing more deals faster.
ONLINE APPLICATIONS WITH eSIGN Integrate your preferred solution with the top Merchant Cash Advance software & CRM. Signed forms automatically create and assign leads using predefined rules, streamlining the process and ensuring proper lead distribution.
INTELLIGENT SUBMISSIONS Reduce the burden on your Submission Desk. Streamline submissions by tracking lender relationships and their underwriting criteria in the #1 Merchant Cash Advance software & CRM. Every deal will suggest the best matching lenders!
LENDER APIs Become the fastest ISO and submit via API with the best Merchant Cash Advance software & CRM. Current Lenders: Bitty, CAN, Credibly, ECG, Fora, Forward, FundKite, Idea, Kapitus. Lendini, Mulligan, OnDeck, PIRS, Rapid, and more!
RENEWAL MANAGEMENT Stop losing renewal revenue with automated renewal forecasting that helps you plan and build your renewal pipeline, available with the best Merchant Cash Advance CRM. Track paid in percentages, mass email, and more!
INTEGRATE Seamlessly integrate 3rd party apps, connect to your marketing platform, and customize just about any feature in the Merchant Cash Advance software & CRM with a handful of clicks. Cloudsquare Broker is flexible and ready to grow with you.
READY FOR GO-LIVE Whether you want to use the best MCA software & CRM out of the box or have needs for an implementation, our team can get you up and running fast with the most powerful Merchant Cash Advance software & CRM available.
Provider Details
Cloudsquare
Los Angeles, CA
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
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Founded
2018
Website
Email
Phone
833.344.8850Cloudsquare is the #1 end-to-end lending platform for brokers and lenders, built natively on Salesforce and trusted by America’s fastest-growing financial firms. We help streamline loan origination, servicing, and management with scalable workflows and a personalized approach to implementation. Our all-in-one loan origination and loan management system supports a wide array of lending products and industries, including: Commercial Lending, Consumer Loans, Agricultural Lending, Auto Loans, BNPL (Buy Now, Pay Later), Bridge Loans, Construction Financing, Consumer Lending, Embedded Lending, Equipment Finance, Equipment Leasing, Factoring, Franchise Financing, Green Energy Financing, Green Energy Loans, Hard Money, Healthcare Financing, Invoice Factoring, Legal Lending (Pre-Settlement Funding), Merchant Cash Advance (MCA), Microfinance, P2P Lending, Purchase Order Financing, Real Estate Lending, Revenue-Based Financing (RBF), SBA Loans, Student Loans, Term Loans, Working Capital Loans Recognized on the Inc. 5000 and rated a top AppExchange solution, Cloudsquare powers the future of lending.
Pricing Details
30-Day Money-Back Guarantee
User License
$95 USD/user/month
Free trial available for 30 days