Improve efficiency and productivity with Platform Connect CRM

Sometimes it can be difficult to stay organised in a busy brokerage. Platform Connect can help you and your business manage your database and improve efficiency with its powerful, reliable lead management and application tool.  
 

Access Anytime Anywhere

Being a cloud-based CRM, Platform Connect can be accessed anywhere, whether it’s in the office or on the go. Allowing asset finance brokers to create or follow-up on leads easily while utilising a suite of integrations like automated emails, document preparation and progression monitoring of current leads. Saving asset finance brokers time and helping to increase overall productivity. 

Simple Dashboard

Platform Connect’s easy to navigate interface makes it simple for asset finance brokers to organise customer information from quote to close. Our brokers especially recommend our handy customisable dashboard. It provides them with options of adding relevant insights with data visualisation from all their deals with just a couple of clicks, which makes analysing and tracking data effortless. 

The Process

Stay on top of your customer’s asset finance journey by adding or editing notes, tasks and documentation. Working as a team? No problem! With Platform Connect, you can assign and keep track of your team’s tasks to streamline processes and enable collaboration.  

Less Clutter

Sometimes emails can get hard to track without manual logging. With Platform Connect, you can even request documentation(s) directly from your customer with attachments being saved directly in the CRM, cutting down on unnecessary emails and making any communication easier to track. 

Intergration

Connect has in-built essential integrations with various tools to help streamline your operations even further: 

  • Glass’s Guide 
  • Zapier 
  • Equifax credit verification = Equifax/Illion Access Seeker integrations
  • IDsmart
  • PPSR Regort intergration
  • Email marketing and SMS tools linked directly to your database 
  • There are also API connections direct to multiple lenders for easier submissions including: 
    • Get Capital  
    • Latitude – Auto  
    • Macquarie
    • Metro  
    • Pepper – Consumer  
    • Plenti  
    • Westpac/Capital – Drive 

Here’s what Brett, Principal at MMF Finance & Consulting, has to say: “Ever since we decided to move over to Connect, we have been extremely happy with how it has improved the productivity of our business”

To improve productivity in your business with Platform Connect, get in touch with us today or learn more here 

Want to learn more? Book your free demo today

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