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Average Ratings 5 Ratings

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ease
features
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support

Description

SCALE MCA is a cloud-based CRM platform that offers a white-labeled solution tailored for independent sales organizations and brokers operating in the merchant cash advance sector. This system incorporates merchant data management, e-signature integrated digital applications, and streamlined workflows for direct lender submissions, all while automating follow-ups to enhance deal closure efficiency and minimize manual tasks. It allows for custom API integrations with various lead providers and third-party applications, ensures robust enterprise-level security through features like two-factor authentication, JWT authentication, encrypted data storage, and role-based access controls, and delivers comprehensive analytics and reporting on merchant performance and funding patterns. Additionally, the platform's white-label feature empowers businesses to brand it as their own, facilitating a quick launch that allows them to oversee leads, applications, communications, and portfolios seamlessly within a single integrated environment. This holistic approach not only enhances operational efficiency but also strengthens client relationships by providing valuable insights and improved service delivery.

Description

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. Teamgate, a web-based full-process sales CRM solution, will help you improve your sales experience and increase your business growth. Teamgate has a variety of features that simplify every step of the sales process, from lead prospecting to closing sales. The platform integrates seamlessly with leading business apps such as Mailchimp, Intercom, Quickbooks, Zendesk, and more, powering sales teams to exceed quota consistently. Say goodbye to hidden implementation costs, consulting fees and add-ons.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Braintree
Dubb
Easyflow
Freshdesk
Gmail
Google Calendar
Google Contacts
HubSpot CRM
HubSpot Marketing Hub
Intercom
Mailchimp
Microsoft 365
Microsoft Outlook
Nekton.ai
Peaka
QuickBooks Online
Quickwork
Stackreaction
SurveyMonkey Enterprise
WordPress

Integrations

Braintree
Dubb
Easyflow
Freshdesk
Gmail
Google Calendar
Google Contacts
HubSpot CRM
HubSpot Marketing Hub
Intercom
Mailchimp
Microsoft 365
Microsoft Outlook
Nekton.ai
Peaka
QuickBooks Online
Quickwork
Stackreaction
SurveyMonkey Enterprise
WordPress

Pricing Details

$69 per month
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SCALE MCA

Country

United States

Website

www.scalemca.com

Vendor Details

Company Name

Teamgate

Founded

2012

Country

USA

Website

www.teamgate.com/trial/

Product Features

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Alternatives

Alternatives