A simple, easy-to-learn CRM built for MCA teams. Manage your pipeline, send deals, automate follow-ups, and keep your whole team on the same page — without the learning curve.
Easy workflows, clean pipeline views, and smart automations that save you hours every week. Simple enough to learn in a day, powerful enough to run your whole operation.
Drag-and-drop pipeline stages. See every deal at a glance — from leads to funded. Create multiple pipelines for different deal types.
Send deals to all your funders at once. Automatically CC your team, track opens and clicks, and know exactly which funder is interested.
Connect Gmail or Outlook. Send, receive, and track emails directly from the CRM. Use templates to save time on repetitive messages.
Text merchants directly from the CRM. Blast an entire pipeline stage with personalized messages using template variables like name and company.
Trigger actions automatically. When a deal sits too long, send a follow-up. When a contact moves stages, fire off an email and text.
Assign contacts to team members, control permissions, and configure CC rules so managers always stay in the loop on every deal sent.
Upload bank statements, applications, and contracts directly to each contact. Everything your team needs in one place.
Email open rates, click tracking, pipeline conversion metrics. Know what's working and where deals are getting stuck.
Push contacts into your CRM from any source — your website, Zapier, or custom integrations. Full REST API with secure API keys.
Add your funders once with their emails (up to 5 per funder), select a deal, and hit send. Every funder gets the deal with a tracking pixel so you know exactly who opened it.
deals@acmefunding.com +2 more
funding@capitalexpress.com +1 more
submissions@rapidcapital.com
Trigger: Stage unchanged 2 days
Pipeline: Leads → Interested
Wait 1 hour
Send follow-up email
"Hey {{firstName}}, checking in..."
Send SMS
"Hi {{firstName}}, still interested in funding?"
Build automations that trigger when contacts sit in a stage too long, move to a new stage, or get tagged. Send personalized emails and texts without lifting a finger.
Blast personalized texts to every contact in a pipeline stage. Chat inline with individual contacts. Schedule messages for later. All conversations tracked right on the contact record.
SMS setup: Text messaging is connected via API keys to your preferred SMS platform. We handle the full setup and integration for an additional $500 one-time fee.
One plan. Everything included. Scale as your team grows.
Belmont MCA CRM
for up to 3 users
Optional add-on: SMS integration setup — $500 one-time. We connect your SMS platform via API keys so you can text directly from the CRM.
Stop juggling spreadsheets and email threads. Get organized with a CRM your whole team can learn in minutes.