The Merchant Cash Advance business is built on speed, consistency, and volume. If you’re not getting to leads fast enough or following up effectively, you’re leaving money on the table. Whether you’re operating a high-volume call floor or working remotely with a lean team, your CRM and dialer setup can either make your life easier or become a bottleneck.
Over the years, teams have tested dozens of platforms across multiple verticals. Here are the three best CRM and dialing systems for MCA sales teams right now, and why they work.
1. Convoso
Best for: High-volume MCA call floors dialing thousands of leads per week
Type: Predictive dialer with CRM and workflow automation
Convoso is built for outbound sales teams that are moving fast and burning through data. It’s not just a predictive dialer-it gives your team control over lead flow, real-time metrics, and multi-channel automation. If you’re running live transfers or managing multiple campaigns across aged and real-time leads, this is one of the best tools available.
Why MCA teams use Convoso:
– Predictive dialing maximizes agent talk time
– Lead recycling re-engages aged data automatically
– Real-time reporting lets you optimize while campaigns are running
– You can build automated sequences across calls, texts, and emails
– TCPA tools and built-in scrubbing reduce risk
It integrates well with lead distribution systems like Leadspedia and works smoothly with tools like mcatext.com, making it a smart option for MCA shops doing serious volume.
2. PhoneBurner
Best for: One-man MCA shops, remote sales teams, or boutique data brokers. Type: Power dialer with built-in CRM
PhoneBurner is a lightweight system that works great if you’re calling solo or running a small team. It gives you speed and organization without the learning curve or complexity of a full-blown predictive platform. You don’t need extra integrations to get started-just load your leads and go.
Why MCA closers like PhoneBurner:
– No delay between calls, which helps boost contact rates
– Easy-to-customize scripts and dispositions
– Voicemail drops and email follow-ups can be set up in minutes
– Built-in CRM keeps all your notes, call history, and lead tracking in one place – Simple, clean interface that lets you move fast without tech friction
If you’re moving through MCA data daily and don’t need a full call center setup, this is the tool to start with.
3. GoHighLevel (GHL)
Best for: MCA teams combining outbound and inbound marketing, or managing long-term nurture campaigns
Type: CRM and marketing automation platform with integrated dialer
GoHighLevel is a powerful option for anyone running a hybrid operation. It combines pipeline tracking, SMS/email campaigns, calendar booking, and calling into one dashboard. It’s ideal for MCA companies that are also recruiting ISOs, reactivating aged leads, or handling multiple lead types across the funnel.
Why it works for MCA:
– Everything is built-in: calling, texting, voicemail drops, email campaigns
– You can build pipelines for direct merchants, ISO partners, renewals, or aged campaigns. It works well with Zapier and other systems if you’re buying or selling leads – Lets you build full workflows that follow up across channels automatically
– Easy to white-label if you’re offering data or consulting as a service
GoHighLevel isn’t just a dialer-it’s an MCA sales engine if you take the time to set it up right. Which System Should You Use?
Here’s a quick breakdown:
– Use Convoso if you’re running high-volume outbound with multiple agents and need data performance insights in real time.
– Use PhoneBurner if you’re solo or operating a lean shop and want a simple, fast dialing system that just works.
– Use GoHighLevel if you’re combining marketing and sales, running both inbound and outbound campaigns, or reactivating aged data.
No matter your setup, the right CRM and dialer stack should increase contact rate, simplify follow-ups, and help you monetize more leads. The MCA business is about persistence and process-and these tools help you build both.