Client Success

Direct Business Lending

Helping small business realize their dreams.

Direct Business Lending is a small and mid-size business consulting firm with a passion for helping entrepreneurs succeed. They help their clients with consultative services like professionally written business plans, access and preparation to funds needed to help small businesses grow, website development, and marketing consultation. In the last 2 years they have helped hundreds of businesses reach their goals. In early 2014, Direct Business Lending engaged ClickPoint Software to help them with their lead management solution.

“Before we engaged ClickPoint and started using SalesExec, we had given up hope that there was a lead management solution that we could use that was simple to deploy, yet powerful. We had looked at every solution on the market and all of them had ease of use barriers, cost barriers, and we would have rather stayed with our in-house solution rather than go through the pain of trying to configure these antiquated solutions. ClickPoint had us using the system within a couple of days, something I never expected.” Roy Ferman – Partner, Direct Business Lending
Business Services
Organization Size:
Medium (50 - 200 employees)
United States
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Success Stories