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features
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support

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Description

Monitoring field activities and tracking sales are crucial for businesses of all sizes, from small enterprises to large corporations. An effective system can significantly simplify processes for both management and staff. Accelerating the order booking and processing phases allows companies to concentrate on genuine and precise sales figures. The concept of Real Time Business Intelligence is invaluable, as it envisions a tool that could enhance a company's efficiency by boosting sales performance, expanding knowledge, and increasing market visibility. Ultimately, having the right system in place not only streamlines operations but also empowers businesses to thrive in competitive landscapes. This highlights the importance of adopting innovative solutions to stay ahead.

Description

No matter how large or small your business may be, we can identify funding options tailored specifically for you! A major drawback of conventional small business loans lies in their rigid repayment schedules. Borrowers are required to make fixed monthly payments, which can be challenging as businesses experience fluctuations in revenue. This inconsistency in income can hinder many companies from qualifying for traditional bank loan products. Particularly in industries characterized by varying busy and slow seasons, consistent revenue generation becomes a challenge. If this situation resonates with your business, exploring revenue-based financing could be a suitable alternative. This innovative financing option resembles a merchant cash advance but is not limited to businesses with significant debit and credit card transactions. Moreover, it offers the potential for larger loan amounts and extended repayment terms. Revenue-based business loans are generally simple to qualify for, and based on your sales figures, the repayment process can be quite manageable and convenient. Additionally, this type of financing allows businesses to align their payment obligations with their cash flow, providing greater financial flexibility during slower periods.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

OptCRM

Founded

2010

Website

www.optcrm.com

Vendor Details

Company Name

United Capital Source

Country

United States

Website

www.unitedcapitalsource.com/business-loans/revenue-based-business-loans/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Product Features

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