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Description
Ferrylend is an online CRM designed specifically for MCA brokers, ISOs, funders, and teams involved in business lending. It streamlines the management of leads, merchants, lender requirements, submissions, offers, funding processes, commissions, and renewals into a single cohesive pipeline. Teams have the capability to upload leads in CSV or XLSX formats, gather applications via merchant links, and securely store bank statement documents. The platform evaluates deals against established lender guidelines, crafts submissions tailored to specific lenders, compares offer terms, and monitors commissions, remittances, and renewals efficiently. AI technology is employed to extract key financial information such as deposits, balances, non-sufficient funds (NSFs), negative days, and existing positions from PDF bank statements for thorough analysis. Additionally, the system accommodates various financing options, including merchant cash advances, business loans, lines of credit, SBA loans, equipment financing, and factoring arrangements. Users benefit from the ability to send submissions through integrated Gmail accounts and have robust security features in place, including encryption, field masking, role-based access controls, and comprehensive audit logs to protect sensitive data. This ensures that all financial transactions remain secure while facilitating seamless communication and collaboration among team members.
Description
Fundex is a smart CRM solution specifically created to facilitate capital raising. Crafted by Fidelman & Co., it enables founders and fund managers to identify, engage, and secure investments from the most suitable investors by utilizing the same data and techniques employed by leading investment banking experts. The platform provides comprehensive onboarding led by professionals, tailored investor lists, detailed campaign analytics, and ongoing data validation to guarantee a seamless and effective fundraising journey. With Fundex's real-time dashboards and bi-weekly strategic reports, teams can enhance their outreach efforts and expedite deal closures, all while benefiting from a flexible subscription model. In addition, the platform's innovative features are designed to adapt to the evolving needs of users, ensuring sustained success in their fundraising endeavors.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
BoldSign
Yes
Gmail
Yes
Kixie PowerCall & SMS
Yes
PandaDoc
Yes
Integrations
BoldSign
No
Gmail
No
Kixie PowerCall & SMS
No
PandaDoc
No
Pricing Details
$69/month/user
Core is $69 per user per month and Pro is $99 per user per month, billed monthly. There is no seat minimum. The one-time setup fee is $999 per workspace, waived for workspaces created through December 31, 2026, and data migration from your current CRM is included. AI bank-statement reading is metered by page ($0.05 per page on Core and $0.03 per page on Pro). Pro includes 500 AI lender-reply reads per month. E-signature and Kixie integrations are add-ons; Pro includes one e-signature provider.
Free Trial
No
Free Version
No
Pricing Details
$250
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Digital Mundo LLC
Founded
2026
Country
Fort Lauderdale, FL, United States
Website
ferrylend.com
Vendor Details
Company Name
Fundex
Founded
2025
Country
United States
Website
www.usefundex.com
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
