The Fast, Simple Merchant Cash Advance CRM (MCA CRM)
Automate Your Sales Agent Workflow and Close More Deals
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 dialing 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.

Easily Make More Live Connections
Ricochet’s Cloud Phone System, Mobile App and Fast Dialers maximize your team’s calling time. Call leads faster and connect more often.

Track Your Leads with Ricochet CRM
Focus on closing more leads with our proven lead management system. Manage your opportunities, track your progress and close more deals.

Follow Through with Marketing Automation
Nurture prospects with personalized, useful content. Convert more leads to customers using automated, personalized drip dial, email and SMS campaigns.
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 dialing 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.

Easily Make More Live Connections
Ricochet’s Cloud Phone System, Mobile App and Fast Dialers maximize your team’s calling time. Call leads faster and connect more often.

Track Your Leads with Ricochet CRM
Focus on closing more leads with our proven lead management system. Manage your opportunities, track your progress and close more deals.

Follow Through with Marketing Automation
Nurture prospects with personalized, useful content. Convert more leads to customers using automated, personalized drip dial, email and SMS campaigns.
The Fastest All-in-One Dialer,
Merchant Cash Advance CRM and
Marketing Automation Platform
Why Choose Ricochet360 Merchant Cash Advance CRM
Fast & Intuitive
No advanced agent training needed.
Lead Management
Manage all your contacts, notes, and to-dos in one place.
Higher Productivity
Shortens time from inbound lead to funded deal.
Dashboards & Analytics
Use dashboards & reports to evaluate and improve your results.
Integrations & API’s
Use APIs or webhooks to connect your mission-critical apps & systems.
Cloud-Based
No hardware or software to install.
Reliability & Security
Dedicated secure Amazon service with 99.9% uptime.
Support
Experienced client success managers assist you.
Why Choose Ricochet360 Merchant Cash Advance CRM
Fast & Intuitive
No advanced agent training needed.
Lead Management
Manage all your contacts, notes, and to-dos in one place.
Higher Productivity
Shortens time from inbound lead to funded deal.
Dashboards & Analytics
Use dashboards & reports to evaluate and improve your results.
Integrations & API’s
Use APIs or webhooks to connect your mission-critical apps & systems.
Cloud-Based
No hardware or software to install.
Reliability & Security
Dedicated secure Amazon service with 99.9% uptime.
Support
Experienced client success managers assist you.











Build the Perfect Merchant Cash Advance CRM
Customize Ricochet360 for Your Agents’ Needs

EMAIL MESSAGING DRIP AUTOMATION
Use Ricochet’s marketing automation to generate more leads and close more deals. Use drip email campaigns to stay top-of-mind, keep in touch and generate more engagement with prospects.

TEXT MESSAGING
Capitalize on automated, targeted SMS campaigns. With Text Messaging, you can automatically send SMS messages to new leads when they first arrive or when a lead’s status changes. You can also receive text messages when contacts don’t answer your call on their cell phone.

SOCIAL MEDIA INTEGRATION
Social Link will import the Facebook, LinkedIn, Twitter, & Google+ profile information, allowing you to gain insights on consumers’ interests. In addition, Social Link allows you to easily build rapport with your contacts.

GAMIFICATION
Motivate your users and track their results using our gamification dashboard and agent notifications. Sort by call duration or volume of phone calls. As your agents compete, watch your performance improve overnight!

LOCAL CALLER ID
Increase your call pickup rates with consumers by having a local area code & number everywhere you call nationwide. $1 per area code additional charges apply.

CALL RECORDING
Monitor calls in real-time as they come into the phone system. Track your talk time and abandonment rates while you record or listen to live calls (and much more).

PERFECT VOICEMAIL
Agents can always leave the right message at the right time using Perfect Voicemail. Save your agents time leaving messages with every call, and ensure they always deliver a well-crafted message. With the click of a button, you can generate more returned calls quickly.

RINGLESS VOICEMAIL
Want to generate more callbacks without heavy lifting? Who doesn’t? You can leave your prospect a message without their phone ever ringing or you needing to make a call! Ricochet has partnered with third party providers to integrate Ringless Voicemail.*
* Separate third party agreement required.

IP RESTRICTIONS
Prevent users from accessing your account from anywhere but your white-listed IP addresses.

LEAD DISTRIBUTION & TAGS
Automatically distribute incoming leads to your sales teams and create custom tags to mark each incoming lead by source, type or custom classifications.

DNC SCRUBBING
Clean or “scrub” your inbound leads for numbers on Federal, State and DMA Do Not Call Registry (DNC) lists. Avoid negative reviews and costly penalties.

DIRECT MAIL MANAGEMENT
Direct mail is still a crucial marketing channel for many businesses. Create and manage direct mail advertising campaigns. Target specific leads and personalize messages.

REFERRAL TRACKING
Create forms for your partners that enable them to collect lead submissions. Then you can track their referrals through to the Ricochet CRM.

CHAT
Chat in real time with prospects and team members to accelerate sales. Customize Ricochet to control the chat experience for your customers and your team.
Build the Perfect Merchant Cash Advance CRM
Customize Ricochet360 for Your Agents’ Needs

EMAIL MESSAGING DRIP AUTOMATION
Use Ricochet’s marketing automation to generate more leads and close more deals. Use drip email campaigns to stay top-of-mind, keep in touch and generate more engagement with prospects.

TEXT MESSAGING
Capitalize on automated, targeted SMS campaigns. With Text Messaging, you can automatically send SMS messages to new leads when they first arrive or when a lead’s status changes. You can also receive text messages when contacts don’t answer your call on their cell phone.

SOCIAL MEDIA INTEGRATION
Social Link will import the Facebook, LinkedIn, Twitter, & Google+ profile information, allowing you to gain insights on consumers’ interests. In addition, Social Link allows you to easily build rapport with your contacts.

GAMIFICATION
Motivate your users and track their results using our gamification dashboard and agent notifications. Sort by call duration or volume of phone calls. As your agents compete, watch your performance improve overnight!

LOCAL CALLER ID
Increase your call pickup rates with consumers by having a local area code & number everywhere you call nationwide. $1 per area code additional charges apply.

CALL RECORDING
Monitor calls in real-time as they come into the phone system. Track your talk time and abandonment rates while you record or listen to live calls (and much more).

PERFECT VOICEMAIL
Agents can always leave the right message at the right time using Perfect Voicemail. Save your agents time leaving messages with every call, and ensure they always deliver a well-crafted message. With the click of a button, you can generate more returned calls quickly.

RINGLESS VOICEMAIL
Want to generate more callbacks without heavy lifting? Who doesn’t? You can leave your prospect a message without their phone ever ringing or you needing to make a call! Ricochet has partnered with third party providers to integrate Ringless Voicemail.*
* Separate third party agreement required.

IP RESTRICTIONS
Prevent users from accessing your account from anywhere but your white-listed IP addresses.

LEAD DISTRIBUTION & TAGS
Automatically distribute incoming leads to your sales teams and create custom tags to mark each incoming lead by source, type or custom classifications.

DNC SCRUBBING
Clean or “scrub” your inbound leads for numbers on Federal, State and DMA Do Not Call Registry (DNC) lists. Avoid negative reviews and costly penalties.

DIRECT MAIL MANAGEMENT
Direct mail is still a crucial marketing channel for many businesses. Create and manage direct mail advertising campaigns. Target specific leads and personalize messages.

REFERRAL TRACKING
Create forms for your partners that enable them to collect lead submissions. Then you can track their referrals through to the Ricochet CRM.

CHAT
Chat in real time with prospects and team members to accelerate sales. Customize Ricochet to control the chat experience for your customers and your team.

College Hunks Hauling Junk
I would definitely recommend Ricochet360 to any company that is looking to make the most of every lead and drive revenue. Capturing our missed leads through Ricochet has brought in millions of dollars in system-wide revenue for us and was the reason College Hunks went over $100 million in system-wide revenue in 2018! Ricochet has made a clear and measurable difference in our bottom line.

American Auto Title Loan
I wanted to say “thanks” for being so patient, helpful and informative with the American Auto Title Loan team. You’re quite the pros and each time we have a call with you, we leave feeling more comforted & knowledgeable than before! You are awesome and we’re grateful to be working with you.

On Q Financial
At On Q Financial, we have loved using Ricochet360 to manage our lending teams’ leads. The platform is easy to use, has a simple design and top tier communication tools. It has increased our efficiency and helps us close more loans.

Anthony Aguilar
Great staff, great product… Ricochet is the best all in one on the market. I was literally using 3 different systems before I made the switch. Highly recommend!