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MCA Suite

Score6 out of 10

1 Reviews and Ratings

What is MCA Suite?

The MCA Suite is a CRM solution specifically designed for the Merchant Cash Advance industry. It caters to small to large-sized companies, including Merchant Cash Advance Brokers/ISOs, Funders, Financial Services Companies, Alternative Lenders, and Small Business Financing Companies. According to the vendor, the MCA Suite offers a range of features to streamline various aspects of business operations.

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Top Performing Features

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.7

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Reporting

    Software provides a broad range of standard and the ability to build custom reports.

    Category average: 8.1

Areas for Improvement

  • Customizable reports

    Users can create reports and dashboards unique to their needs.

    Category average: 8.1

MCA Suite is a good entry point to Merchant Cash Advance tracking, but lacks scalability

Pros

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

Cons

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

Return on Investment

  • 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.