Cloudsquare Broker - Merchant Cash Advance Software & CRM for Salesforce AppExchange
By Cloudsquare
Cloudsquare Broker - Merchant Cash Advance Software & CRM is the #16 ranked lead and opportunity management app on Salesforce, with a 5.0 average rating from 13 reviews, as a paid app, as of July 8, 2026.
Cloudsquare Broker - Merchant Cash Advance Software & CRM is a Salesforce AppExchange app by Cloudsquare. With a rating of 5.0★ from 13 reviews, it currently ranks #16 in the Lead And Opportunity Management category.
AppRanks data: Cloudsquare Broker - Merchant Cash Advance Software & CRM ranks #16 in Lead And Opportunity Management on Salesforce AppExchange, placing it in the top 21% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Cloudsquare Broker - Merchant Cash Advance Software & CRM is a category-leading Salesforce app with a limited review volume. It is listed in the Lead And Opportunity Management category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 13 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by Cloudsquare — established developer track record
Cons
- −Limited review base (13) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About Cloudsquare Broker - Merchant Cash Advance Software & CRM
How Cloudsquare Broker - Merchant Cash Advance Software & CRM works
Setup your Small Business Lending system on Salesforce faster, and without the time or expense of a custom build.
Turn-key Merchant Cash Advance CRM - Ready to go, out of the box. No time-consuming or costly customization required
Automated Applications & Workflows - Digital forms and documents synced to Salesforce and attach to the merchant’s account - Merchant details and funding terms automatically follow the Account
Leads and Pipeline Management - Custom deal stages, tailored to the specific needs of the Merchant Cash Advance pipeline - Distribute your leads with custom rules or Round Robin
Submission Channel - Save and store all your lending contacts, ISO’s and funding partners in Salesforce - Submit application packages to multiple lenders simultaneously
Commissions Module & Renewals - Track and monitor receivables and payables - Automated renewal forecasting to plan and build a renewal pipeline
Integrates with Ocrolus, Money Thumb, Plaid, Experian, DataMerch and more! Supports lender APIs including but not limited to Credibly, OnDeck, Fora, Kapitus, CAN Capital, Bitty
Key features
- WHY CLOUDSQUARE We believe in growing people, ideas, and long-term partnerships with our customers. We achieve this is by developing Merchant Cash Advance software, powered by the #1 CRM, capable of evolving with our customers and supporting their growth
- END-TO-END SOLUTION Built for Merchant Cash Advance Brokers, our MCA CRM manages the entire process, from lead to renewal and everything in between. Fund more and faster with our Merchant Cash Advance software & CRM!
- INTELLIGENT The #1 Merchant Cash Advance software & CRM, Cloudsquare Broker gives brokers the leading edge in technology with streamlined workflows and smart-filtering lender submissions, enabling your team to focus on closing more deals faster.
- ONLINE APPLICATIONS WITH eSIGN Integrate your preferred solution with the top Merchant Cash Advance software & CRM. Signed forms automatically create and assign leads using predefined rules, streamlining the process and ensuring proper lead distribution.
- INTELLIGENT SUBMISSIONS Reduce the burden on your Submission Desk. Streamline submissions by tracking lender relationships and their underwriting criteria in the #1 Merchant Cash Advance software & CRM. Every deal will suggest the best matching lenders!
- LENDER APIs Become the fastest ISO and submit via API with the best Merchant Cash Advance software & CRM. Current Lenders: Bitty, CAN, Credibly, ECG, Fora, Forward, FundKite, Idea, Kapitus. Lendini, Mulligan, OnDeck, PIRS, Rapid, and more!
- RENEWAL MANAGEMENT Stop losing renewal revenue with automated renewal forecasting that helps you plan and build your renewal pipeline, available with the best Merchant Cash Advance CRM. Track paid in percentages, mass email, and more!
- INTEGRATE Seamlessly integrate 3rd party apps, connect to your marketing platform, and customize just about any feature in the Merchant Cash Advance software & CRM with a handful of clicks. Cloudsquare Broker is flexible and ready to grow with you.
- READY FOR GO-LIVE Whether you want to use the best MCA software & CRM out of the box or have needs for an implementation, our team can get you up and running fast with the most powerful Merchant Cash Advance software & CRM available.
Category rankings
As of Jul 8, 2026- Lead And Opportunity Management#16of 78Top 21%
- Finance#103of 535Top 20%
- Sales#310of 1,704Top 19%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Cloudsquare Broker - Merchant Cash Advance Software & CRM ranks for 18 keywords across Salesforce AppExchange. Here are the top 3:
Competitors & alternatives
Cloudsquare Broker - Merchant Cash Advance Software & CRMdoesn't have curated competitor matchups yet. Other tracked lead and opportunity management apps on Salesforce:
Frequently asked questions
What is Cloudsquare Broker - Merchant Cash Advance Software & CRM?
Cloudsquare Broker - Merchant Cash Advance Software & CRM is an app for Salesforce. It currently holds a 5.0-star rating from 13 merchant reviews, and it has been listed on the marketplace since 2018. It is listed under the Lead And Opportunity Management category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Cloudsquare.
Is Cloudsquare Broker - Merchant Cash Advance Software & CRM free?
Cloudsquare Broker - Merchant Cash Advance Software & CRM does not offer a permanent free plan on Salesforce. Pricing starts at 95, and the listed tiers are User License. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses Cloudsquare Broker - Merchant Cash Advance Software & CRM?
Cloudsquare Broker - Merchant Cash Advance Software & CRM is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Lead And Opportunity Management category on Salesforce.
Where does Cloudsquare Broker - Merchant Cash Advance Software & CRM rank on Salesforce?
Cloudsquare Broker - Merchant Cash Advance Software & CRM currently sits at position #16 in the Lead And Opportunity Management category on Salesforce. That places it in the top 21% of 78 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does Cloudsquare Broker - Merchant Cash Advance Software & CRM integrate with?
Cloudsquare Broker - Merchant Cash Advance Software & CRM lists 4 integrations on its Salesforce marketplace page. The most prominent are Marketing Cloud, Pardot, Experience Cloud, Sales Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.