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Cloudsquare Broker - Merchant Cash Advance Software & CRM
Turnkey Merchant Cash Advance Software for Alternative Lending Brokers
- 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!
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Marketing Cloud EngagementMarketing Cloud Account EngagementExperience Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- BrokerSuite/1.720 1.720.0
- Listed On
- 08/14/2018
- Latest Release
- 08/01/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 11Custom Tabs: 2Custom Apps: 2
- Lightning Components
- Global: 4App Builder: 3Community Builder: 0
- Languages
- English
Security
Additional Details
Setup your Small Business Lending system on Salesforce faster, and without the time or expense of a custom build. Turn-key Merchant Cash Advance CRM - Ready to go, out of the box. No time-consuming or costly customization required Automated Applications & Workflows - Digital forms and documents synced to Salesforce and attach to the merchant’s account - Merchant details and funding terms automatically follow the Account Leads and Pipeline Management - Custom deal stages, tailored to the specific needs of the Merchant Cash Advance pipeline - Distribute your leads with custom rules or Round Robin Submission Channel - Save and store all your lending contacts, ISO’s and funding partners in Salesforce - Submit application packages to multiple lenders simultaneously Commissions Module & Renewals - Track and monitor receivables and payables - Automated renewal forecasting to plan and build a renewal pipeline Integrates with Ocrolus, Money Thumb, Plaid, Experian, DataMerch and more! Supports lender APIs including but not limited to Credibly, OnDeck, Fora, Kapitus, CAN Capital, Bitty
Need help?
Cloudsquare
Los Angeles, CA
Please email us to help with post installation steps and training.