Custom CRM for Merchant Cash Advance (MCA)

Introduction

In the fast-paced world of Merchant Cash Advance, speed, accuracy, and follow-up make or break your deals. At BuzGrowth, we build custom CRM systems specifically tailored to the MCA industry—equipping your team with powerful tools to manage leads, track deals, automate follow-ups, and close more fundings with less manual effort.

custom crm for merchant cash advance mca

Service Features

Our Custom CRM for MCA businesses is designed to match your exact sales workflow. From cold outreach to contract signing, we implement smart pipelines, communication automations, and tracking systems so your agents stay focused on selling—not switching between tools.

  • Prebuilt MCA pipeline stages (New Lead → Qualified → Funded)
  • Lead intake forms and secure document upload
  • Email, SMS, and call automation sequences
  • Click-to-call and AI Voice Agent setup
  • Cold email & SMS campaign integration
  • E-signature document automation (HelloSign, PandaDoc, etc.)
  • A2P 10DLC compliance and verification
  • Multi-user role setup (agents, managers, funders)
  • Dashboard with lead status, funding volume, and KPIs
  • Multilingual CRM interface and message templates (EN/FR)

Our Qualification

We are GoHighLevel-certified specialists with proven experience customizing CRMs for finance, lending, and B2B sectors. We understand the unique operational structure of MCA firms—including agent lead rotation, follow-up timing, and application data handling.

Our Experience

BuzGrowth has launched custom CRM setups for MCA businesses in the U.S., Canada, and international markets. Our systems have helped MCA companies increase follow-up speed by 50%, reduce missed leads, and improve closing rates through automation and tracking.

What to Expect

You’ll receive a fully branded, ready-to-deploy CRM system built specifically for your MCA process. Expect faster response times, better team coordination, and a complete overview of every lead from intake to funding.

Our Process

  1. Consultation & Workflow Mapping – We analyze your sales stages, data needs, and communication flow
  2. CRM Configuration – Build pipelines, user roles, automation triggers, and lead assignment logic
  3. System Integration – Sync with outreach tools, e-sign platforms, and phone/SMS systems
  4. Training & Testing – Onboard your team, simulate the full flow, and fine-tune
  5. Launch & Support – Go live with dedicated support and continuous optimization

Our Guaranty

We guarantee a fully functional, MCA-ready CRM built to streamline your deal flow. If your CRM does not meet agreed specs or fails to support your operations within 30 days of delivery, we will revise and relaunch it at no extra cost.

Final Note

The MCA space moves fast—and so should your CRM. With BuzGrowth’s custom-built solution, you’ll get the speed, automation, and clarity needed to grow faster, fund faster, and stay ahead of the competition.