| What it does | Lead management CRM for capturing and following up on Facebook, Instagram and WhatsApp leads
| 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 | Three plans with per-user pricing, billed monthly or yearly. Starter: $10/user/month ($8/month with yearly billing). Growth: $18/user/month ($14.40/month with yearly billing). Professional: $25/user/month ($20/month with yearly billing). All plans include the same features with different limits on l
| 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 | - Capture and prioritize leads from Facebook, Instagram, WhatsApp and website forms
- Auto-assign leads to sales reps based on custom rules
- Two-way WhatsApp integration with full conversation history
- Task management with reminders and completion tracking
- Sales pipeline visualization and deal tracking
- Real-time reports on lead sources, conversions and team performance
- Mobile app for iOS and Android with push notifications
- Custom fields and lead segmentation
- Facebook Ads integration and Conversions API
| - 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 | - Built specifically for small business sales teams, not enterprise features
- All features included in every plan with no paywall
- Free Facebook and WhatsApp lead capture with no manual data entry
- First to respond advantage with real-time lead notifications
- Built by founders who ran a lead generation agency for 9+ years
| - 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) | 4 ▲ +2 (up) since last check | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 3 | 0 |
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| Citation Flow (Majestic) | 19 | 15 |
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| Referring domains (Majestic) | 10 | 1 |
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Salesgem
Ferrylend