How do I migrate my data from my current CRM?

Forth CRM has helped companies seamlessly migrate data from many industry competitors as well as household names like Salesforce, Zoho and Pipedrive. The typical migration process takes approximately 2 weeks. We’ll map out exactly what we’re doing for you and help transition your staff.

What industries do you serve?

Our primary industries are business and consumer finance – Debt Relief, Student Loan Consolidation, Merchant Cash Advance, Business Financing, Auto Financing, Mortgages and Practice Management. In addition, our system is used by construction companies, private equity firms, healthcare providers, fleet management companies and more. The possibilities are endless, and our platform has uses for everyone.

Can I use your platform for other industries I sell to?

Yes! We started in 2009 as a debt settlement software. Over the years we’ve built on our core to offer versatility in all of our technology. We have clients from all industries that call Forth CRM their business management platform. Sell. Collect. Service.

I need custom functionality for my business. Can you develop it?

Our Account Managers will work closely with you to understand your business goals and needs. Once that process is complete, the system will be built to reflect the outcome of the planning process.

I'm buying leads online. How do I get those into my CRM?

We’re compatible with nearly every lead vendor you work with. We’ll provide posting instructions to your lead vendors who can then post real-time data into your account and distribute those leads to your reps. We can even post them in real-time into your dialer.

What is the duration of your agreements?

We offer month-to-month pricing as well as annual subscriptions at significant discount. We don’t hold anyone hostage. If you choose to leave, we’ll make sure you have all of your data available to you.

Can I integrate my website?

If you have a knowledgable webmaster, they can integrate your website form into your CRM account in just minutes. We’ll work directly with them to assist in the setup process.