Cloudsquare Broker - 2026 Pricing, Features, Reviews & Alternatives

Cloudsquare Broker is a turn-key CRM, built on Salesforce and software platform designed to help any broker/dealer or financial institution in Alternative Lending. CS Broker provides an MCA Broker with everything they need to track their pipeline, close more deals, and grow their business. Best of all, they can get get started on Salesforce with a system custom built for their unique industry, without the time or expense of getting it built from the ground up.

What all does CS Broker include?

Turn-key Merchant Cash Advance CRM

* Ready to go, out of the box. No time-consuming or costly customization required. Get started with Salesforce quickly and easily

* Built-in reports and dashboards to see your conversion rates, most important business metrics and ROI

Clicks-not-Code Design

* Customize the CRM to your exact needs without paying a consultant for hundreds of hours of custom work.   ​

* Turn on and off just about any feature in the system, with a handful of clicks​

* Create your own global settings

Automated Applications & Workflows

* Digital forms and documents seamlessly connect to Salesforce and attach to the merchant’s account

* Merchant details and funding terms automatically follow the Account all the way through the process

* Automate your routine redundant tasks, and save your team time with Salesforce

Leads and Pipeline Management

* Custom deal stages, tailored to the specific needs of the MCA pipeline

* Distribute your leads based on custom rules and keep them balanced through a Round Robin

* Out of the box email to keep in touch with all your contacts

Submission Channel

* Save and store all your lending contacts, ISO’s and funding partners in Salesforce

* Submit application packages to multiple lenders simultaneously

* Track multiple offers and terms from a single location

Renewals Management & Forecasting

* Track and monitor receivables and payables

* Quickly identify merchants ready for renewal

* Automated renewal forecasting helps you plan and build a renewal pipeline

* Track paid in percentages

Bank Statement & Debt Management

* Input bank statement data to calculate averages

* Track debt with other creditors

3rd Party App Integrations

* Tap into the marketplace of over 150,000 Salesforce Apps, and get the specialized functionality you need, including e-signature, voice and mobile integration, marketing automation and much more for your Merchant Cash Advance software

Offer Management

* Input terms and track offers

* Specify decline reasons

Why Cloudsquare Broker is the Best Software for Merchant Cash Advance?

Easily Customizable

Cloudsquare Broker offers Brokers more out-of-the-box customization options than any other MCA software. Our custom settings pages allow you to thoroughly configure the system to meet your unique business needs, all with just a handful of clicks. No complex APEX knowledge or coding classes required.

Turn-key System for Fast Rollout

Unlike other LOS options on the market, which are only software frameworks and often require hundreds of hours of custom work to use, Cloudsquare Broker is a turn-key solution that allows Brokers to be up and running on Salesforce in a matter of weeks, saving your business hundreds of hours of development time.

Built and Vetted by Industry Experts

Over a decade of experience and feedback from hundreds of industry veterans has gone into Cloudsquare Broker’s intuitive interface, making it easy for everyone, from new hires to experienced brokers, to use the system, even with little training.