Lead Management

Manage all your contacts and relationships in one place. Assign leads to agents or teams and track productivity. Easily add merchant cash advance applications, statuses, notes, qualifying questions and data points to a lead before conversion.

 

Pipeline Dashboard

View your sales pipeline and track conversions to monitor agents’ effectiveness.

Manage Leads

Easily view all of your leads in one place and use advanced filters to track agents’ productivity. Use the shortcut actions to update status of leads quickly. Leads can also be re-assigned to individuals or to teams.

Add Leads

Add new leads by manual entry, excel import or via MCA Suite’s Open API. Set access permissions to determine which agents or teams can access specific lead information.