Related Products
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About
Pulse CRM is a purpose-built customer-relationship and portfolio-management system designed specifically for independent sales organizations and payment-processing firms, covering the merchant lifecycle from lead acquisition and application submission through underwriting, boarding, residual payouts, and portfolio analytics. It supports merchant onboarding automation across multiple ISOs, built-in risk and underwriting tools to accelerate approvals, residual-tracking and reporting features tailored to payment-services flows, and deep-dive dashboard analytics to monitor agent and merchant performance. It delivers centralized workflow automation, streamlined document management, and compliance check integration so that manual spreadsheets and multiple auxiliary systems can be replaced by a unified solution.
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About
SCALE MCA is a cloud-based, white-labeled CRM solution designed specifically for independent sales organizations and brokers in the merchant cash advance industry. It combines merchant data management, e-signature integrated digital applications, direct lender submission workflows, and smart automation of follow-ups to streamline deal closing and reduce manual overhead. It supports custom API integrations with lead providers and third-party tools, offers enterprise-grade security including two-factor authentication, JWT authentication, encrypted data storage, and role-based access controls, and provides deep analytics and reporting on merchant performance and funding trends. With its white-label capability, firms can brand the platform as their own and launch rapidly, enabling them to manage leads, applications, communications, and portfolios all in one unified environment.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Payment-processing ISOs and acquiring organizations in search of a solution to manage merchant portfolios and agent networks
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Audience
ISOs and MCA brokers wanting a solution to improve lead capture through application, underwriting, and lender submission
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$299 per month
Free Version
Free Trial
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Pricing
$69 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPulse CRM
United States
pulsecrm.com
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Company InformationSCALE MCA
United States
www.scalemca.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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