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Cloudsquare Broker - Merchant Cash Advance Software & CRM

Turnkey Merchant Cash Advance Software for Alternative Lending Brokers

Overview

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!

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See How Cloudsquare Broker - Merchant Cash Advance Software & CRM Works

  • 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.

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

Categories

Business Needs
Sales
Finance
Lead & Opportunity Management
Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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