Close More Deals Faster And More Efficiently

Leasepath Equipment Leasing Software is the cloud-based CRM and lease/loan origination software, optimized for the Equipment Finance and Leasing Industry.

Overview Image

Features and Benefits

Customer Relationship Management

Microsoft Dynamics CRM is the best relationship management software in the world. Imagine it optimized and customized specifically for your industry, then add Origination, Credit, and Documentation –... show more

Microsoft Dynamics CRM is the best relationship management software in the world. Imagine it optimized and customized specifically for your industry, then add Origination, Credit, and Documentation – now you have Leasepath equipment leasing software. show less

Lead Management

Generate more leads and track their process. Use Leasepath Lead Management features such as: campaigns, segmentation, qualifying workflow, lead Insight.

Generate more leads and track their process. Use Leasepath Lead Management features such as: campaigns, segmentation, qualifying workflow, lead Insight.

Origination Workflow

Leasepath provides a structure and framework for the processing of new business. Define best practices for your sales team to automatically follow. Ensure opportunities are qualified early on in the... show more

Leasepath provides a structure and framework for the processing of new business. Define best practices for your sales team to automatically follow. Ensure opportunities are qualified early on in the process. Easy for Partners and Employees to securely and quickly start the Origination process. show less

Mobile and The User Experience

Users can take advantage of the platform that makes them more productive at any time. No other product offers Leasepath’s integration with Microsoft Outlook, Mobile Apps (both Cell and Tablet), and... show more

Users can take advantage of the platform that makes them more productive at any time. No other product offers Leasepath’s integration with Microsoft Outlook, Mobile Apps (both Cell and Tablet), and works On-premise or from the Cloud. show less

Integration and Apps

One system that does everything does not exist. There are 3rd party Apps for everything, even in the Enterprise. Today’s best systems must be designed to work with other systems and have an App... show more

One system that does everything does not exist. There are 3rd party Apps for everything, even in the Enterprise. Today’s best systems must be designed to work with other systems and have an App ecosystem. Leasepath does. show less

Analytics and Reporting

Use Leasepath’s dashboards and metrics to analyze performance and trends. Measure success factors with actual results and adjust your risk tolerance and strategy accordingly.

Use Leasepath’s dashboards and metrics to analyze performance and trends. Measure success factors with actual results and adjust your risk tolerance and strategy accordingly.

Credit Adjudication

Leasepath ensures that opportunities arrive in Credit Department queues only after all the required business rules and processes have been followed. Credit Managers are then automatically notified... show more

Leasepath ensures that opportunities arrive in Credit Department queues only after all the required business rules and processes have been followed. Credit Managers are then automatically notified that a new opportunity needs their attention and they can proceed to use Leasepath to fully adjudicate the deal. show less

Document Management

Leasepath allows users to capture and store executed documents and attaches them digitally to a deal. In addition Operations will save time by using Leasepath to generate and package deals prior to... show more

Leasepath allows users to capture and store executed documents and attaches them digitally to a deal. In addition Operations will save time by using Leasepath to generate and package deals prior to the delivering them to the end customer, vendor, or funder. show less

Data Security and Audit

Leasepath’s Cloud Infrastructure uses all the latest facility infrastructure, on-premise access, software, user, and database security. No access to facilities, function, or data is possible unless... show more

Leasepath’s Cloud Infrastructure uses all the latest facility infrastructure, on-premise access, software, user, and database security. No access to facilities, function, or data is possible unless you allow it, and when you do, Leasepath tracks who, what, and when data was updated so you can audit it. show less

Featured Customers

Microsoft
Details
IT Management
Customer Management
Supported Devices
Developer

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