| What it does | The dialer, CRM and AI agents on one platform
| CRM for MCA brokers, ISOs, funders and business lenders
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| US
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| Pricing model | Paid
| Paid
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| Pricing | US Unlimited at $69 per seat per month with unlimited US and Canada calling; US Unlimited AI+ at $99 per seat per month including AI call analysis; US Dialer Plus at $169 per seat per month with additional AI agent minutes and free caller IDs; Enterprise available on custom quote. All plans include
| Core: $69 per user per month (billed monthly). Pro: $99 per user per month (billed monthly). Setup fee: $999, waived through December 31. AI statement parsing: $0.05 per page on Core, $0.03 on Pro. AI reads of lender replies: $0.05 per read on Core, Pro includes 500 per month then $0.05 each. Option
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| Key features | - Predictive dialer with voicemail and dead air detection
- Built-in CRM with leads, deals, pipelines and custom fields
- AI call transcription, summaries and sentiment analysis
- Call scoring on communication, resolution, satisfaction and compliance
- Multiple dialing modes from one-at-a-time to predictive
- Skills-based routing and callbacks
- AI voice agent for inbound call answering
- Calendar and email integration with Gmail, Outlook and Microsoft 365
- Live dashboards and call performance reporting
| - Bank statement analysis with AI reading of deposits, balances, NSFs and existing positions
- Lender auto-matching with stored criteria and rule-based filtering
- Submission package building with per-lender templates and document tracking
- Offer comparison calculator showing net funds, payback, payment and cost
- Commission tracking with expected versus received, splits and clawbacks
- Renewal eligibility tracking and automation
- Role-based access control with audit logging of all changes
- Data import from CSV, XLSX, current CRM or spreadsheets
- Mobile-responsive interface with tap-to-call and tap-to-email
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| What makes it different | - Single platform for dialing, CRM and AI analysis eliminates manual logging and reconciliation between systems
- Built for high-volume calling floors rather than small inside-sales teams
- Calls write themselves to the record before the call is answered
- AI voice agent answers calls automatically without custom code
| - Built specifically for merchant cash advance and business funding, not a generic CRM reshaped for lending
- Published, transparent pricing with no seat minimum and no hidden costs
- Free data migration from current CRM or spreadsheets included with setup
- Your merchants stay yours; no funders, no competing, encrypted data security
- Proof of submission with timestamps and audit trail for every lender contact
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 12 ● no change since last check | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 0 | 0 |
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| Citation Flow (Majestic) | 24 | 15 |
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| Referring domains (Majestic) | 10 | 1 |
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