1CRM vs. MCA Suite

I liked the fact that all the customer data was in one place with easy access. Instead of trying to hunt down specific data points, everyone on our team had access to the data. It was connected to a booking system that we used which was easy to enter orders and keep track of all opportunities.

It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.

Incentivized

• It analysis trade made on the day for the customer.
• It helps to build product catalog and track information.
• It manages and stores large amount of very sensitive or private data.

• They have lots of detail on the deal pages.
• It allows for multiple internal and external users.
• It has global search functionality.

Incentivized

• Some random logouts but way less compared to others.
• Becomes a little cluttered as it has all products, services and order management.

Incentivized

• Poor reporting.
• Filtering is clunky.
• They could improve on data visualization.
• Renewal advances that are not refinances are difficult to manage.

Incentivized

I give this rating due to ease of usage, data retrieval (which is integral part of my position), reporting and retention of information. I love the fact that we can assign tasks across the team and set targets etc.

Through the usage of 1CRM, customers are satisfied as the work is done easily and fast. So it ensures tracking and ranking client performance, sharing customizable dashboards. It also gives a way to easily see previous transaction and personalize the customer experience. So 1CRM ease our work to analysis and report the commodity sector.

It's more advanced and interactive to use. And it's cloud based built in latest technology so it's much better for me to use.

Incentivized

We haven't used any others.

Incentivized

• I'm satisfied with 1crm as it makes us to gain profit.
• 1crm is used in our whole department which ease to collect data of customers.
• It makes our job easy to store large amount of information.

• We've been able to grow our working capital program over the years with the help of MCA Suite.
• Data management is difficult, and we struggle with reporting.
• We have granted merchants dedicated to their advances for tracking purposes.

Incentivized