MCA Suite vs. SalesOutlook 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

We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way. I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.

Incentivized

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

Incentivized

• It makes it easy to transfer information
• It is easy to view in conjunction with Outlook
• Keeps people accountable for details in the file

Incentivized

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

Incentivized

• Does not sync all contact info
• Does not sync all SFDC info regarding account

Incentivized

The tool lives up to its expectation and completely ticks all the required boxes. Starting from its intuitive features to the post-sales support everything is on point and this makes the end-user experience more hassle free.

Incentivized

Easy to implement and utilize. Provides the ultimate in efficiency in my workload

Incentivized

We haven't used any others.

Incentivized

I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses

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

• Saves time.
• Lets us focus on more important task.
• Helps in managing client communication more effectively.

Incentivized