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B2B CRM

  • $45.95 USD/mo/1 User
  • $95.95 USD/mo/3 User
  • $199.95 USD/mo/5 User
  • $299.95 USD/mo/20 User
  • $399.95 USD/mo/50 User
  • Billed Monthly

Out-of-the-box CRM for all B2B businesses. Not for Merchant Services of MCA.

W3Schools

 

Starter

  • $149.95 USD/mo*
  • Billed monthly
  • + $995 setup fee

Out-of-the-box CRM for up to 3 users Merchant Services Industry

W3Schools

 

Silver

  • $199.95 USD/mo
  • billed monthly
  • +$1,495 setup fee

Complete CRM for up to 5 users Merchant Services Industry

W3Schools

 

Professional

  • $399.95 USD/mo
  • Billed monthly
  • +$1,995 setup fee

Complete CRM for up to 10 users Merchant Services Industry

W3Schools

 

Unlimited

  • $699.95 USD/mo*
  • Billed monthly
  • + $2,995 setup fee

Complete CRM for any size team Unlimited CRM power and support Merchant Services Industry MOST POPULAR

W3Schools

 

MCA Cash Advance

  • $699.95 USD/mo
  • Billed monthly
  • +$3,995 setup fee

Complete CRM + Merchant Cash Advance + ACH Processing & Billing Merchant Services + Merchant Cash Advance Industry + Credit Check and Background Check

W3Schools

 

Plans above include the following features:

  • Send and receive Emails
  • Account and contact management
  • Opportunity tracking
  • Lead management
  • Task and event tracking
  • Appointment scheduling
  • Calendar dashboard
  • Customizable reports and dashboards
  • User access permissions
  • Trouble ticketing system
  • Sales campaigns
  • Quotes and orders
  • Email notifications
  • Recruiting and hiring
  • Web forms builder
  • Document management
  • PDF document integration
  • Shopping cart system
  • Equipment inventory
  • Equipment serial # tracking
  • Project board tracking
  • Custom app development
  • Performance charts
  • Knowledge base
  • News articles
  • Address book
  • Employee time clock
  • Vehicle & mileage tracking
  • Export mailing lists
  • Print Avery mailing labels
  • Instant messaging system
  • Internet-based training
  • Referral partner tracking
  • RSS News feeds

Merchant Services Features

  • Merchant account boarding
  • Processor API integration
  • Underwriting workflow
  • Merchant boarding status levels
  • Daily batch & transaction reports
  • Residual reporting
  • Daily/weekly commissions
  • Lease funding calculations
  • Sales agent invoicing
  • Merchant invoicing
  • eMerchant manager
  • ACH Reject reporting
  • Invalid TIN reporting
  • PCI compliance tracking
  • Equipment trade-ins, returns, & rentals

 

API Integrations

  • Full ACH Processing Companies
  • Bank NACHA File submissions
  • Credit check/reports
  • Background check/reports
  • Bank verification checks
  • DocuSign Electronic signature
  • Adobe EchoSign Electronic signature
  • Sertifi Electronic signature
  • Right Signature
  • QuickBooks
  • IP Information Database
  • Dropbox file sharing
  • Skype VOIP Click2Call
  • Vonage VOIP Click2Call
  • RingCentral VOIP Click2Call
  • 8x8 VOIP Click2Call
  • Five9 Call Center
  • YTel Auto dialer system
  • SpitFire Auto dialer system
  • Dymo business card scanner
  • Dymo label printer
  • ShipRush shipping
  • Tropo Voice & SMS
  • Mailchimp
  • PHP LiveChat
  • SpeakPipe Voice Messages
  • Olark Live Chat
  • Quickbooks

 

Merchant Cash Advance Features

  • Board new MCA contracts
  • Credit, background check/reports
  • bank verification reports
  • Bank routing # verification
  • UCC search tools
  • Over 22 Management Reports
  • Lender/Investor Syndication
  • Lender responses/declines
  • Upcoming renewal reporting
  • Underwriting Calculation Tools
  • MCA Contract Renewal
  • MCA Contract Early Payoff
  • Pre-Qualification Rules & Filters
  • Merchant Online Portal Login
  • OnDeck Capital Integration
  • Funding Calculations
  • MCA Funding Rate Quote
  • 10 ACH Billing Stages
  • Lender ACH Withdrawal
  • Merchant ACH Funding
  • Sales Rep ACH Deposits
  • Merchant Daily ACH Withdrawals
  • Lender ACH Payback Daily Deposits
  • Bank NSF Reporting
  • Suspended Contracts
  • ACH Refund Processing
  • ACH Add-On Fee Processing
  • ACH Works Full Integration
  • Daily ACH TXN & Returns Feed
  • Processor Batch Split Integration
  • Bank NACHA File Submissions
  • MCA Merchant Renewals
  • Send Balance Statements via Email
  • View all Email Activity
  • Complete Notes History
  • Complete Documents History
  • Missed payment reports
  • Manual payment submission