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Equipment Broker School Releases New CRM, Equipment Broker Platform

January 22, 2021, 07:00 AM
Filed Under: Industry News

Equipment Broker School, an online training course for the equipment finance and leasing industry, has released Equipment Broker Platform (CRM) a system for not only equipment finance & leasing brokers, but short-term working capital brokers as well.

"Equipment Broker School has always been an elite, enterprise level training company, but today we can proudly say that we have the best CRM in the industry for brokers," said Josh Feinberg, Co-Founder of Equipment Broker School. "We listen to our members, and the brokers in our industry. We are all about continuous improvement, and we are excited to deliver a next-generation platform that increases the revenue potential for brokers. We put a lot of resources into Equipment Broker Platform, and our commitment to innovation further positions Equipment Broker School as the best Equipment Financing & Leasing Training Course in the country."

Equipment Broker Platform delivers customized lead management automations, application tracking & notifications, communications and contact management features, and the ability to run enhanced marketing campaigns to help close more leads and improve the overall customer, vendor, ISO experience.

The powerful revenue generating features that work with the Equipment Broker School vision, the CRM offers a customizable, intuitive dashboard that highlights important key performance indicators. In addition to these core features, the software also includes improvements to the user interface. This is a fully built out CRM built for brokers, with minimal set up, brokers will see the value almost immediately.

An integrated phone system with Twilio allows for instant views of client and owner profiles, providing users valuable information that can improve conversions and owner relations. Call recordings give users the ability to review and critique sales calls, and add-ons that improve efficiency and saves valuable time when communicating to prospects, current customers, vendors, and ISO's. Equipment Broker Platform's drive to create a new, more user-friendly CRM was fueled by feedback from current members, and colleagues in the Equipment Finance & Cash Advance industry. The desire to provide brokers with the most powerful tools available. More than a year of design, development, quality assurance, and implementation went into the CRM project.

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