Telephone support is available during normal business hours
8:30 AM till 5:30 PM EST Monday through Friday
Toll Free: (813) 792-3617
Email support:

ASSET Suite of Products

Telephone support is available during normal business hours
9:00 AM till 5:00 PM EST Monday through Friday
(289) 291-4999
Email support:

Edge CRM: Focused on Asset Finance

Edge CRM Highlights

  • Unlimited contacts for any business
  • Fully automated task and tickler system with pop-up notifications
  • Full featured Leads module that supprts related parties
  • Full memo based notes for all objects (user/timedate stamped)
  • Automatic internal auditing of all data changes
  • Integration with MS Office
  • Multi-language support

Life Cycle - CRM

Asset finance is a specialized business.  There are a number of interested parties, including prospects, suppliers, and customers.  There can be complex relationships with multiple related parties that can be challenging to manage with off-the-shelf or enterprise CRM solutions.

Edge CRM is a customer relationship management module designed for the specialized needs of users who need to manage the complex nature of asset finance relationships.

Used on a stand-alone basis or integrated with other Edge modules, Edge CRM is architected to allow multiple addresses, contacts, related parties, quotes, and transactions to be tied to a single customer record.

Users track their prospects and pipeline throughout the transaction origination process, including pricing, proposal generation, status updates, and passing transaction information seamlessly to using workflow specific to a customer, financial product, or program. 

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