| What it does | Unified workspace combining CRM, communication, projects and AI employees for sales, support and operations
| CRM for MCA brokers, ISOs, funders and business lenders
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| Stage | Startup
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| Founded | 2025
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| Based in | Not given
| US
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| Pricing model | Not given
| Paid
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| Pricing | Free: 50 AI credits once at signup, unlimited team members, all messaging channels, full CRM. Pro: $14.99 per seat per month with 500 credits per seat per month. Max: $29.99 per seat per month with 1,500 credits per seat per month. Extra storage $2.00 per GB per month. Credit top-ups at 25 credits f
| 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 | - CRM with AI lead scoring
- Unified inbox across nine channels including email, WhatsApp, Instagram
- Visual workflow automation
- AI chatbot builder
- Email campaigns with follow-up sequences
- WhatsApp Business API integration
- Meeting scheduling with AI notetaker
- Task management and analytics dashboard
- Auto-CRM from email that builds CRM in 90 seconds
- Attendance, leave, payroll and performance tracking
| - 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 | - AI employees that work shifts on real records with evidence and reporting
- One native platform where every module writes to the same records, not separate integrations
- AI-first design woven into every module from day one, not a premium add-on
- Affordable at $14.99 per month without per-seat traps or feature gates
- Dashboards and metrics drilled down to evidence records, not unexplainable numbers
| - 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) | 5 ● no change since last check | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 4 | 0 |
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| Citation Flow (Majestic) | 18 | 15 |
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| Referring domains (Majestic) | 14 | 1 |
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wrrk.ai
Ferrylend