| What it does | The agentic CRM for growing businesses
| 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 | Not given
| US
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| Pricing model | Not given
| Paid
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| Pricing | Starter $49/mo (5 users, 500 MB storage), Growth $149/mo (10 users, 2 GB storage), Business $349/mo (25 users, 5 GB storage), Agency $597/mo (unlimited users, 15 GB storage). All plans include unlimited contacts, Karrie AI and all eight agents, white-label branding, 60+ integrations, API access. One
| 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 | - Eight autonomous AI agents with human approval workflow
- Unlimited contacts on every plan
- Karrie AI co-pilot with no per-seat fee
- Visual sales pipeline with automation and workflow rules
- AI lead scoring and revenue forecasting
- AI meeting notetaker with unlimited minutes, no cap
- White-label rebranding on every plan
- Two-way calendar sync and booking pages
- AI website builder with visual drag-and-drop editor
- Email, SMS, calling and WhatsApp in one inbox
| - 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 | - All eight agents and all core features included on every plan—pricing differs only in seats and storage, not capabilities
- Agents act with human approval; nothing sent or changed without your say-so, financial transactions always wait
- Bring your own AI model keys (OpenAI, Anthropic, Google, DeepSeek, Ollama) or use included AI credits
- One unified record for every customer across sales, service, marketing, scheduling and billing
- Seven-day free trial on Starter with no credit card required
| - 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) | 7 ▲ +1 (up) since last check | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 25 | 0 |
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| Citation Flow (Majestic) | 32 | 15 |
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| Referring domains (Majestic) | 150 | 1 |
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AutomateNexus CRM
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