Keep the original source attached
A prospect may land on one page, visit several others, and submit later. Big Tuna can preserve click IDs and source context so the CRM reflects the channel that actually created the lead.
MCA Lead Management
MCA Lead Management Software
Built for Funding Sales Teams.
Big Tuna helps MCA brokers and funders capture where a lead came from, qualify it, start the right application workflow, and keep follow-up moving without treating every inquiry the same.
Google, Facebook, referral, and website source attribution
Qualification based on role, volume, and business rules
Automated follow-up tied to pipeline stage
Direct handoff into applications and deal management
Route hot leads differently
A high-volume broker or funder should not sit in the same generic sequence as an early-stage inquiry. Qualification rules can create the right opportunity stage, task, owner, and notification from the start.
Move from lead to complete application
The handoff should be immediate. Once qualified, the prospect can enter a branded application and document workflow while the sales team retains the attribution and conversation history.
Workflow
Turn more inquiries into workable opportunities.
1
Capture source and intent
Store the landing page, click identifier, referral context, role, company, and other information needed to understand the inquiry.
2
Qualify and route
Apply your rules to assign the opportunity, choose a pipeline stage, alert the team, and begin the right follow-up.
3
Start the funding workflow
Move qualified prospects into application intake, document collection, package review, and the rest of the deal process.
Questions
Straight answers for funding teams.
What is MCA lead management software?
It helps MCA brokers and funders capture, attribute, qualify, route, and follow up with leads before moving qualified opportunities into an application and deal workflow.
Can Big Tuna track Google and Facebook leads?
Yes. Website workflows can retain source information such as GCLID, FBCLID, UTMs, landing page, and referral context and pass that data into connected systems.
Can high-volume leads be sent to a different stage?
Yes. Qualification rules can use role, submission volume, product interest, source, or other fields to route leads and notify the right salesperson.