Merchant Cash Advance - CRM | Best CRM Software for SMB | ConvergeHub
Merchant Cash Advance
Best Merchant Cash Advance CRM for your Business Growth

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

Automation

Automate tasks triggered by events

Reports

Predefined reports to manage leads and deals

Security

Dedicated Secure Amazon Servers

Support

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

Template-based

Pre-built templates for quick submissions

Fees and Commissions

Syndicate and track approval numbers, management fees and commissions

Renewals

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

Email

Send email campaigns and newsletters and track open rates and responses

SMS

Send text messages directly to mobile phones

FAX

Use template-based faxes to communicate your message to specific target markets

Social

Market your business across social channels from one easy-to-use interface