| What it does | Online CRM for sales with integrated messaging from WhatsApp, Instagram, Telegram and email, plus AI assistant
| CRM for MCA brokers, ISOs, funders and business lenders
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| Stage | Established
| Not given
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| Founded | Not given
| Not given
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| Based in | MD
| US
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| Pricing model | Freemium
| Paid
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| Pricing | Free plan: 0 € with 3 users, 1,000 records, 0.1 GB storage. Complete plan: 8 € per user per month (23.25 € per quarter, 90 € per year). First 30 days free with all Complete features. AI request packs from 1,000 requests for €10. Voice minute packs available separately.
| 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 | - Unified inbox for WhatsApp, Instagram, Telegram, Messenger, Viber and website chat
- AI chatbot with visual conversation flows
- Kanban board for deal management by stage
- Email campaigns and automated sequences
- Browser-based telephony with AI voice agent
- Online contract signing with auto-population
- PDF quote and invoice generation
- Google Calendar and Outlook integration
- Post-sale project management from won deals
- Workflow automations and rules engine
| - 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 communication channels unified in one inbox instead of checking multiple apps
- AI-powered features included in every plan rather than charged separately
- 30-day free trial with complete access to all features before payment required
- Data hosted in the EU (Germany) with compliance and security built-in
- AI voice agent answers calls automatically in customer's language
| - 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) | Not checked yet ● 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) | 18 | 15 |
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| Referring domains (Majestic) | 3 | 1 |
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Intrawebix CRM
Ferrylend