Case Study: Express Capital Funding streamlines loan management and boosts sales visibility with FUNDINGO

Express Capital Funding - Customer Case Study

Express Capital Funding, a provider of funding for small businesses and short-term working capital in the United States, was using the outdated GoldMine CRM and struggling with lost deals, poor data management, weak reporting, glitchy workflows, and low conversion from approvals to contract. They turned to FUNDINGO for a more scalable, cloud-based loan management and CRM solution tailored to merchant cash advance companies.

FUNDINGO, implemented by CloudMyBiz, replaced GoldMine and centralized Express Capital Funding’s origination and processing on Salesforce. The new system improved pipeline tracking, automation, accountability, reporting, and customer experience, while also adding tools for commissions and renewals management; Express Capital later purchased additional FUNDINGO products to further strengthen its operations.

Express Capital Funding