All-in-one client management software for agencies, freelancers and service teams
CRM for MCA brokers, ISOs, funders and business lenders
Stage
Startup
Not given
Founded
2026
Not given
Based in
BD
US
Pricing model
Not given
Paid
Pricing
Not given
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
Key features
Order management with table, Kanban and card views
Task assignment and workload tracking per team member
Client portal on your own subdomain with branded colors
Recurring billing with subscriptions and proration
Role-based team access control and permissions
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
What makes it different
One unified record from lead to invoice with no data re-entry
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
Clientish
Ferrylend