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Fundingo

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2 reviews
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Average star rating
4.5
Serving customers since
2013
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TaskSuite

3 reviews

Product Description

TaskSuite combines eight powerful systems into a single product, enabling communication between customers and every department in your organization. The application facilitates communication between salespeople and allows managers to pull forecasts on expected revenue. TaskSuite’s CRM system gives actionable insight so you can drive revenue through a satisfying customer experience. - Connect to your audience - Collect data for actionable insight - Automate business workflows - Save time and money With a 24/7, 365-day, 360-degree view of your business, you can identify tangible business goals. - Real-time sales and marketing tracking. - Actionable insight into every customer interaction. - Put all your digital interactions in one place.

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Aaron K.
AK
Aaron K.
Business Development Specialist
07/09/2024
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Solid system with room for optimization

The system allows you to manage client loans with a variety of different organizational views.
FE
Frank E.
03/15/2024
Validated Reviewer
Verified Current User
Review source: Organic

Exactly what we needed

Fundingo had functionality off-the-shelf that matched our processes in both origination and servicing. This enabled us to implement and get started working quickly. The implementation process was customized to our needs and managed by Fundingo to ensure deployment by our target date. Everyone in our company uses Fundingo every day and I believe it provides us a competitive advantage.

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HQ Location:
Los Angeles, US

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Year Founded
2013