MCA Suite vs. Salesflare

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

In my opinion, Salesflare is an excellent CRM for small businesses. It includes everything a small business needs to manage leads, deals, and contacts in one convenient location. When a client needs more information or something done, I can quickly record it in their account—perfect for B2B SaaS and small businesses selling B2B in general.

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

Incentivized

• Zero learning curve, one-minute setup and dead easy to integrate with complementary tools.
• Powerful data automation features so everything you do has maximum bottom-line impact.
• Stellar customer support: response is quick and the team really goes out of their way to solve your specific problems. Up to setting up custom solutions for you.

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

Incentivized

• It works wonderfully as a CRM for freelancers, consultants and small teams but feels like it would become more difficult to integrate with larger teams
• Sometimes have issues with email syncing with missing emails or having to reconnect my email to Salesflare
• Emails are sent from the app using their own servers, I would prefer to send via my own email system (Gsuite) for better delivery

Incentivized

The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.

Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!

We haven't used any others.

Incentivized

Salesflare does its own thing compared to the others I've tried. It's unique even though it shares many of the main features a CRM should have. Salesforce Lightning is amazing and feature-packed but can often get overwhelming depending on your use case. I never experience any slight lag or load times with Salesflare. Lightning can sometimes hang depending on your browser etc.

Incentivized

• 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

• So far, as optimistic as I am about using the CRM, I've seen a short and speedy return on my investment.
• Our sales process will quickly become more focused and effective. It's part of our operations and saves us time, but we've never tracked the financial impact.