MCA Suite vs. RedHorse CRM

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

RedHorse CRM is not well suited for organizations that need full web access. It is not currently a SaaS application but can be used with Amazon and similar hosted servers.

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

Incentivized

• Customer information management - retain complete information about the client, their company, social media conversations, product ownership and so on.
• Sales process drive and automation - integrates with Constant Contact to provide marketing support for your sales team.
• Customer support (Ticketing) - complete time and technology management. Know how many issues are arising and the response time to solutions. Create knowledge base as issues are resolved.
• Integration to QuickBooks - Connects directly to QuickBooks in a manner that is solid and easy to use while maintaining security. Your sales and support team sees just what they need to see.

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

Incentivized

• Really RedHorse is so full featured that it has few areas that need improvement. One feature that is not present but will be addressed in the future is true SaaS implementations.

We haven't used any others.

Incentivized

As a CRM systems provider for 25+ years we have worked with a number of CRM products but so far none have the complete feature set like RedHorse. Salesforce.com gets very expensive for clients very quickly even though it is a good product. MS Dynamics CRM is a reasonable system but is very complex and expensive to maintain and/or customize. RedHorse provides the best of both along with the ease of use and non-complex customization.

• 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

• RedHorse allows our team to focus on producing results for clients in a prompt and accurate manner.
• Information is always available and the system is quick so our team and our clients appreciate the application.
• Quoting a client is a breeze and the system is flexible.