Best Merchant Cash Advance CRM for your Business Growth learn more

Why ConvergeHub ?

Cloud Based

No hardware or software to install

Quick and Intuitive

No advanced training needed

Agent Productivity

Shortens time to go from Lead to funded Deal

Partner Management

Easy collaboration with funders


Automate tasks triggered by events


Predefined reports to manage leads and deals


Dedicated Secure Amazon Servers


Experienced tech team always ready to help

Best in Class

Recognized by CRM Idol and Small Business Influencer Awards

Merchant Repository

  • Lead Management

    Central repository for merchant contact information, documents and underwriting information

  • Communication

    Integrated with Docusign, Email and Fax application templates for merchants and funders

  • Tracking

    Use Dashboards, Summaries, Advanced Search, History and Calendar to stay up-to-date

Deal Workflow

Deal Conversion

Easy one-click conversion from lead to deal

Partner Collaboration

Multiple Fund submission and tracking

Deal Tracking

Track deals from underwriting to funded stages


Pre-built templates for quick submissions

Fees and Commissions

Syndicate and track approval numbers, management fees and commissions


Manage multiple deals and renewals

Agent Tracking

Lead Assignment and View

Role based security and permissions, Web form lead capture, bulk lead assignment

Agent Productivity

Quick lead capture form, easy edits, 360-degree Merchant profile, one-click deal conversion

Multi-Channel Marketing