| What it does | CRM and ERP platform for managing customers, sales, finances, inventory, HR and manufacturing in one workspace
| CRM for MCA brokers, ISOs, funders and business lenders
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | TR
| US
|
|---|
| Pricing model | Freemium
| Paid
|
|---|
| Pricing | Free plan (1 user, 2 GB storage); Starter: $19.90/month or $199/year (5 users, 10 GB); Growth: $49.90/month or $499/year (15 users, 25 GB); Business: $149.90/month or $1,499/year (50 users, 50 GB); annual plans include 20% discount
| 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 | - Custom fields for workflows
- Kanban boards and workflow management
- CRM with lead and opportunity tracking
- Financial management and invoicing
- Inventory and warehouse management
- Manufacturing with bill of materials
- AI-powered analytics
- REST API and webhooks for integration
- WhatsApp Business integration
- Document management system
| - 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 | - All-in-one platform connecting CRM, ERP, and team collaboration in a single workspace
- Highly customizable with unlimited custom field types
- Over 70 pre-built integrations with REST API and webhooks
- Free plan available with no credit card required
- PCI-DSS compliant payment processing
| - 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
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 17 ▲ +4 (up) since last check | 3 ▲ +1 (up) since last check |
|---|
| Trust Flow (Majestic) | 12 | 0 |
|---|
| Citation Flow (Majestic) | 15 | 15 |
|---|
| Referring domains (Majestic) | 1 | 1 |
|---|
XtraCRM
Ferrylend