Name: Cloudsquare Broker
Author: Cloudsquare

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Text Editors

Development

Business Intelligence (BI)

Collaboration

Desktop Publishing

Diagramming

Interactive Voice Response (IVR)

Meeting Management

Operational Analytics

Project Portfolio Management

Enterprise

Accounting

Blockchain Payments

Cryptocurrency Mining

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Archiving

Cloud Storage

Continuous Delivery

Data Fabric

Endpoint Encryption

Enterprise Backup

File Sync and Share

Firewall

Fraud Detection

IT Service Management (ITSM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Network Traffic Analysis (NTA)

Network Virtualization

Phishing Detection and Response

Virtual Desktop Infrastructure (VDI)

Voice Recognition

Web Application Firewalls

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Business Card Scanning

Content Management

Digital Experience Platforms (DXP)

Email Marketing

Graphics

Location Intelligence

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Operational Technology (OT) Security

Security

Auto Repair

Camp Management

HIPAA Compliance

Homeowner's Association (HOA) Management

Legal Research

Municipal

Trucking Software

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Azurepath

Azurepath, LLC.

Webtrends Social

Webtrends

QuickMeasure OnScreen

Tally Systems

ProphetLine for Windows

ProphetLine

Help.com

Distribion

Distribion, Inc.

CoffeeCup Responsive Email Designer

CoffeeCup Software, Inc.

SAP Business Rules Management

Trackur

Cisco Virtualization Experience Infrastructure

Cisco

Cloudsquare Broker is a Merchant Cash Advance (MCA) software designed specifically for brokers in the Small Business Lending and Merchant Cash Advance industry. According to the vendor, this software aims to streamline the loan origination process, increase productivity, and maximize ROI for MCA brokers and ISOs. The target audience for this software includes small to medium-sized businesses in the MCA industry, as well as professionals in MCA brokering, ISOs, small business lending, merchant cash advance, and financial services.

## Key Features

**Turn-key Merchant Cash Advance CRM**: According to the vendor, Cloudsquare Broker offers a ready-to-use CRM solution specifically tailored for MCA brokers, reducing the need for customization.

**Built-in reports and dashboards**: The software provides built-in reports and dashboards that offer insights into conversion rates, business metrics, and ROI, helping brokers make data-driven decisions.

**Clicks-not-Code Design**: The vendor claims that Cloudsquare Broker offers extensive customization options without the need for complex APEX knowledge or coding.

**Automated Applications & Workflows**: The software automates workflows to streamline the MCA application process, reducing manual effort and increasing efficiency.

**Leads and Pipeline Management**: Cloudsquare Broker tracks and manages leads throughout the sales pipeline, providing a centralized platform for lead nurturing and detailed tracking.

**Submission Channel**: According to the vendor, the software offers smart-filtering submission channels for efficient lead management and automated lead distribution.

**Renewals Management & Forecasting**: Cloudsquare Broker manages the renewal process, from tracking renewal dates to automating renewal forecasting for effective planning.

**Bank Statement & Debt Management**: The software simplifies the collection and organization of bank statements and debt information, facilitating accurate assessment and analysis of financial data.

**3rd Party App Integrations**: According to the vendor, Cloudsquare Broker seamlessly integrates with third-party applications, allowing brokers to connect to preferred marketing platforms and leverage additional tools.

**Offer Management**: The software provides efficient offer management capabilities, enabling brokers to create, track, and manage offers accurately and in a timely manner.

CS Broker, from Cloudsquare headquartered in Los Angeles, is a turnkey Loan Origination Software (LOS) for Brokers to start using Salesforce without the hassle of building a custom system, while still being flexible enough to accommodate any businesses specific needs. The LOS provides MCA Brokers tools to track their sales pipeline, and close deals.

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Redtail CRM

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Cloudsquare Broker

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Cloudsquare

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

Cloudsquare Broker

Overview

What is Cloudsquare Broker?