Merchant Cash Advance Crm

Merchant Cash Advance CRM

All-in-One Merchant Cash Advance CRM Built for Speed

Ricochet360 helps funders and brokers manage leads, automate outreach, and fund more merchants — all from a lightning-fast cloud-based CRM.

The Merchant Cash Advance CRM to Grow Your Business

Whether you are a funder or a broker, Ricochet360 can help you drive more business. Using the fastest calling technology and a feature-rich merchant cash advance CRM, you have the tools that can improve your operations and to grow your merchant cash advance business.

Drive MCA Growth with Smarter Sales Tools

Whether you're originating, funding, or brokering MCA deals, Ricochet360 gives your team the speed and structure to grow revenue and stay ahead of the competition.

Connect with More Merchants, Instantly

Call merchants in under one second with Ricochet’s ultra-fast cloud phone system. Spend more time talking — and less time waiting.

Track Every Deal in One Place

Organize lead details, notes, statuses, and funding stages with a centralized CRM designed for MCA workflows.

Everything You Need to Fund More, Faster

The Fastest MCA Phone, CRM, and Automation Platform in One.

Ricochet360 combines sales tools, outreach, lead routing, and real-time performance dashboards — designed to help MCA teams move fast and stay compliant.

Why MCA Teams Choose Ricochet360

Easy to Use

Intuitive UI gets reps live and productive with minimal training.

Full Lead Management

Track contacts, deal notes, follow-ups, and activity in one streamlined view.

Boosted Productivity

Reduce time from inbound lead to funded deal with automation at every step.

Smart Dashboards

Access performance metrics and reporting in real time.

Integrations & API’s

Seamlessly connect with underwriters, lenders, and third-party apps.

Secure Cloud Access

No downloads needed. Log in from anywhere, anytime.

Always-On Support

Our client success team is with you every step of the way.

Reliable Hosting

99.9% uptime and AWS-hosted infrastructure built for scale.

Customize Your MCA Workflow

Automated Email Drips

Send consistent, personalized emails based on lead status or funding stage to keep conversations moving.

Intelligent SMS Messaging

Send texts when leads arrive, miss your calls, or change status. Automate follow-ups and track replies.

Social Data Integration

Automatically import social profiles to better understand and connect with merchants.

Gamefication

Motivate your team with leaderboards and in-app metrics that turn performance into progress.

Optimize Every Merchant Conversation

Local Caller ID

Call from a local number to boost pickup rates and build instant trust.

Live Call Monitoring

Listen in, coach live, or review recordings to improve agent performance and compliance.

Perfect Voicemail

Leave professional, pre-recorded voicemails in one click — no more wasting time or missing your message.

Ringless Voicemail

Send voicemails directly to merchant inboxes without their phone ringing.

IP Access Restrictions

Lock down access to approved IPs only, adding another layer of security.

Smart Lead Distribution

Assign leads based on rep skill, license, tags, or team structure — automatically.

DNC Compliance Scrubbing

Prevent unwanted calls with automated scrubbing against national & state DNC lists.

Direct Mail Management

Manage physical mail campaigns with targeting, personalization, and CRM tracking.

Partner & Referral Tracking

Easily track MCA partner referrals from submission to funded deal — all in one platform.

Chat

Communicate in real time with reps and prospects. Collaborate faster, close quicker.

Testimonials

See why our clients call us The Ultimate High Performance Sales Machine:

Ready to Take Your MCA Sales Process to the Next Level?

See how Ricochet360 helps funders and brokers automate outreach, streamline workflows, and fund more merchants — faster.

Get Started Today

Ready to start selling more?

Agencies, brokers and sales teams trust Ricochet 360 to accurately and securely convert leads to customers at scale. Experience it for yourself.

Merchant Cash Advance CRM

All-in-One Merchant Cash Advance CRM Built for Speed

Ricochet360 helps funders and brokers manage leads, automate outreach, and fund more merchants — all from a lightning-fast cloud-based CRM.

The Merchant Cash Advance CRM to Grow Your Business

Whether you are a funder or a broker, Ricochet360 can help you drive more business. Using the fastest calling technology and a feature-rich merchant cash advance CRM, you have the tools that can improve your operations and to grow your merchant cash advance business.

Drive MCA Growth with Smarter Sales Tools

Whether you're originating, funding, or brokering MCA deals, Ricochet360 gives your team the speed and structure to grow revenue and stay ahead of the competition.

Connect with More Merchants, Instantly

Call merchants in under one second with Ricochet’s ultra-fast cloud phone system. Spend more time talking — and less time waiting.

Track Every Deal in One Place

Organize lead details, notes, statuses, and funding stages with a centralized CRM designed for MCA workflows.

Everything You Need to Fund More, Faster

The Fastest MCA Phone, CRM, and Automation Platform in One.

Ricochet360 combines sales tools, outreach, lead routing, and real-time performance dashboards — designed to help MCA teams move fast and stay compliant.

Why MCA Teams Choose Ricochet360

Easy to Use

Intuitive UI gets reps live and productive with minimal training.

Full Lead Management

Track contacts, deal notes, follow-ups, and activity in one streamlined view.

Boosted Productivity

Reduce time from inbound lead to funded deal with automation at every step.

Smart Dashboards

Access performance metrics and reporting in real time.

Integrations & API’s

Seamlessly connect with underwriters, lenders, and third-party apps.

Secure Cloud Access

No downloads needed. Log in from anywhere, anytime.

Always-On Support

Our client success team is with you every step of the way.

Reliable Hosting

99.9% uptime and AWS-hosted infrastructure built for scale.

Customize Your MCA Workflow

Automated Email Drips

Send consistent, personalized emails based on lead status or funding stage to keep conversations moving.

Intelligent SMS Messaging

Send texts when leads arrive, miss your calls, or change status. Automate follow-ups and track replies.

Social Data Integration

Automatically import social profiles to better understand and connect with merchants.

Gamefication

Motivate your team with leaderboards and in-app metrics that turn performance into progress.

Optimize Every Merchant Conversation

Local Caller ID

Call from a local number to boost pickup rates and build instant trust.

Live Call Monitoring

Listen in, coach live, or review recordings to improve agent performance and compliance.

Perfect Voicemail

Leave professional, pre-recorded voicemails in one click — no more wasting time or missing your message.

Ringless Voicemail

Send voicemails directly to merchant inboxes without their phone ringing.

IP Access Restrictions

Lock down access to approved IPs only, adding another layer of security.

Smart Lead Distribution

Assign leads based on rep skill, license, tags, or team structure — automatically.

DNC Compliance Scrubbing

Prevent unwanted calls with automated scrubbing against national & state DNC lists.

Direct Mail Management

Manage physical mail campaigns with targeting, personalization, and CRM tracking.

Partner & Referral Tracking

Easily track MCA partner referrals from submission to funded deal — all in one platform.

Chat

Communicate in real time with reps and prospects. Collaborate faster, close quicker.

Testimonials

Ready to Take Your MCA Sales Process to the Next Level?

Get Started Today

Ready to start selling more?

Agencies, brokers and sales teams trust Ricochet 360 to accurately and securely convert leads to customers at scale. Experience it for yourself.

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