Attributes for E-commerce Financing
These attributes help evaluate inbound calls for interest in e-commerce financing services, identifying quality leads with business funding needs:
- Flags keywords like "online store", "Shopify", "Amazon seller", "inventory", "sales", or "orders".
- Detects interest in working capital for growth, marketing, restocking, or new product launches.
- Identifies if the caller mentions monthly or annual revenue, transaction volume, or sales platforms.
- Flags mentions of flexibility needs such as daily/weekly repayments, percentage-of-sales models, etc.
- Detects systems used by the business like Stripe, PayPal, WooCommerce, etc., for integration opportunities.
- Looks for language that indicates business expansion plans, ad scaling, or new sales channels.
E-commerce Business Financing
CallChex attributes that boost funding decisions
🎯 Lead Scoring & Prioritization
Automatically identifies high-potential businesses seeking capital.
- • Scores based on urgency, need, and intent
- • Flags strong revenue signals in conversation
- • Prioritizes deals for funding teams
💬 Funding Intent Detection
Analyzes call language for signs of financing needs.
- • Identifies phrases like "cash flow," "marketing spend"
- • Recognizes urgency around growth or inventory
- • Classifies interest level in working capital
📊 Business Qualification Metrics
Extracts key indicators for underwriting decisions.
- • Captures monthly revenue and time in business
- • Detects platform use (Shopify, Amazon, etc.)
- • Screens for eligibility based on structure
🚩 Risk & Red Flag Detection
Helps avoid bad deals through proactive risk signals.
- • Identifies inconsistent revenue claims
- • Flags multiple existing loans or evasiveness
- • Screens for unrealistic expectations
📈 Sales Conversion Readiness
Tracks deal progression toward close or follow-up.
- • Recognizes appointment setting or next steps
- • Detects transfer to underwriting or closer
- • Captures verbal confirmation or commitment
🎧 Rep Training & Coaching
Improves team performance through call insights.
- • Flags top-performing pitch patterns
- • Highlights objections and resolution trends
- • Informs onboarding and QA strategies
Price Plan
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