| What it does | Customer engagement platform for journeys, messaging and analytics across every channel
| 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 | DE
| US
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| Pricing model | Not given
| Paid
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| Pricing | Growth plan: from $490/month (25k Engaged Profiles), $690 (50k), $990 (100k), $1,690 (250k). Scale plan: from $1,690/month (100k Engaged Profiles), $2,290 (250k), $3,490 (500k), $4,990 (1M). Enterprise: custom pricing from around $60k/year for 1M+ Engaged Profiles. All plans include all channels, an
| 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 | - Real-time customer journeys across multiple channels
- AI content drafting with approval workflow
- AI-powered send time optimization
- Apple and Google Wallet pass management
- Funnels, retention and revenue attribution analytics
- Consent and preference management across channels
- Data streaming to data warehouses
- SDKs for Web, iOS, Android, Unity and React Native
- Control group testing and lift measurement
- SAML SSO, passkeys and audit log export
| - 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 | - One platform for journeys, messaging and analytics instead of disconnected tools
- AI that requires approval before changes are applied
- Clear, simple pricing based on engaged profiles rather than contacts stored
- Data streaming included so customer data works beyond Joryio
- Migration support from Klaviyo, Braze, Emarsys and other platforms
| - 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) | 30 ▲ +1 (up) since last check | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 7 | 0 |
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| Citation Flow (Majestic) | 25 | 15 |
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| Referring domains (Majestic) | 21 | 1 |
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Joryio
Ferrylend