Easify CRM

The Most Advanced MCA CRM on the planet

Fully Integrated CRM, Dialer, and App Suite

Complete Integrated Marketing Suite with Email, Text, & Ringless Voicemail, powered by AI

Trusted by leading innovators in the industry

Experience the transformative power of automation with Easify CRM.

From the initial application to funding, servicing, and beyond, Easify CRM covers the entire MCA funding lifecycle comprehensively, addressing every aspect of your business needs.

A Comprehensive Solution for MCA Funding Management

End-to-End Funding Management

Easify CRM provides a comprehensive solution covering every stage of the MCA funding lifecycle, from initial application to funding, servicing, and ongoing support. Seamlessly manage all aspects of your business needs within a single platform.

Dedicated ISO Portal

Benefit from a dedicated portal specifically designed for ISOs. Easily add leads, track the funding process, and maximize earnings with competitive commissions. Our specialized ISO apps further streamline workflow management for enhanced productivity.

20+ Integrations for Informed Decision-Making

Access over 20 integrations with third-party applications, enabling you to make well-informed decisions swiftly. Our seamless integrations, including Plaid, Credit, and Thomson Reuters CLEAR, empower your underwriters to expedite the decision-making process and enhance efficiency.

Customer Portal Access

Provide your customers/merchants with a free login to our Customer Portal. Here, they can conveniently view messages, upload necessary documents, and track the progress of their funding journey in real-time, fostering transparency and trust.

Text & Email Marketing

Communicate effectively with clients using our integrated Text & Email Marketing feature. Create and send targeted campaigns, track engagement metrics such as opens, and utilize multiple communication channels including email, SMS, ringless voice, and calls to engage with your audience seamlessly.

Robust Security Measures

Rest assured with top-level security measures implemented throughout our platform. Utilizing AES encryption technology, we prioritize the protection of your data and transactions, ensuring confidentiality and peace of mind for all users.

Frequently Asked Questions

What makes your CRM the most comprehensive system in the MCA market?

Our CRM is the culmination of over seven years of development and testing, designed specifically for the Merchant Cash Advance industry. It stands as the most comprehensive system available, offering end-to-end solutions from intake to funding, ensuring that all your business needs are met within one platform.