Updated October 11, 2026
MCA CRM software in 2026: the honest roundup
We make one of the CRMs on this list, so read it as a vendor's roundup, not a review. We have tried to say who each option suits, including the cases where it is not us. Our plans are published: Core $69 and Pro $99 per user per month. Introductory offer: $0 setup and free migration from your current CRM. We import your data from your current CRM: we map and run your first import with you.
Plans from
$69/ user / month
Billed monthly, or less billed annually. No seat minimum.
- Setup fee
- $0 (introductory offer)
- Data migration
- Free (introductory offer)
Introductory offer, for a limited time.
- We import your data from your current CRM or spreadsheets.
- Month to month. Export your data any time.
The options
We make one of the products below and it is listed first because it is ours, not because it wins every category. Facts about other products come from their public sites and third-party listings, linked at the bottom, checked October 2026.
1.Ferrylend
Best for
Broker and ISO shops, and funders' sales desks, that want lending objects ready on day one and a published price
A standalone CRM for lending companies, MCA first: lead import and a merchant application form, bank statement figures by month, lender matching with the reason for every pass and fail, submission packages, an offer calculator, funded deals, renewals and commission reconciliation. We do not do servicing, ACH or syndication, and AI statement parsing, e-sign and sending from Gmail or Outlook are still coming soon. We import your data from your current CRM: we map and run your first import with you.
Pricing: Core $69 and Pro $99 per user per month. Introductory offer: $0 setup and free migration from your current CRM.
2.Centrex Software
WebsiteBest for
Shops that want one vendor for CRM, servicing, syndication and a white-label mobile app
A broad fintech suite: CRM with lender matchmaking, loan origination, MCA servicing with payment processors, syndication with an investor portal, ClixSign e-sign, drip campaigns and a white-label app. G2 showed 4.8 out of 5 on about ten reviews when we checked.
Pricing: Not published; third-party estimates $25 to $100 per user per month, modules priced separately
3.Cloudsquare Broker
WebsiteBest for
Established brokers and lenders on Salesforce
Salesforce-native, with API submissions to 25+ lenders, commissions, renewal forecasting, IntelliParse AI statement parsing, e-sign, ACH and DataMerch and Plaid integrations.
Pricing: From $75 per user per month (Cloudsquare's page); implementation from $7,500 (GetApp listing, third party); Salesforce licensing may apply
4.MCA Suite
WebsiteBest for
Brokers and funders that need syndication and investor access
Lists deal, lead, submission and commission tracking, syndication, investor access and management-fee tracking. Little public detail.
Pricing: Not published; pricing on request
5.ConvergeHub
WebsiteBest for
Small brokerages that lean on marketing automation
A general CRM with an MCA vertical, template submissions, fee, commission and renewal tracking and a partner portal.
Pricing: About $59 per user per month per a third-party list; not confirmed on ConvergeHub's site
6.LendSaaS
WebsiteBest for
Direct MCA funders
Origination and servicing for funders: underwriting rules, e-sign, ACH and RTP, renewals, disclosures, UCC filing, syndication and document analysis through partners.
Pricing: Not published; quote-based
7.HubSpot or Salesforce, built yourself
WebsiteBest for
Teams with an admin who prefer a general CRM
Strong general CRMs with large ecosystems. Lending objects (lender criteria, offers, positions, lender commissions, renewals) are yours to build.
Pricing: HubSpot: free tier plus paid tiers (hubspot.com/pricing). Salesforce Financial Services Cloud: $325 per user per month billed annually, as cited by Onyx IQ
What an MCA CRM has to do
A general CRM tracks contacts and a pipeline. An MCA CRM also has to know a merchant's true revenue, positions and holdback, which lenders the deal fits, what was sent to whom, what each offer costs the merchant and pays you, and when the merchant can renew. Without those, the real work lives in spreadsheets.
How to choose
| Criterion | Why it matters | Who has it built in |
|---|---|---|
| Published pricing | You can budget without a sales call | Us, Cloudsquare (starting price), HubSpot, Salesforce |
| Lender criteria and matching | Stops wasted submissions | Us, Centrex, Cloudsquare |
| Lender API submissions | Saves re-keying where lenders support APIs | Cloudsquare. Coming later for us |
| Offer math and comparison | Shows cost to the merchant and your commission | Us; others not detailed publicly |
| Commission reconciliation | Catches short pays and clawbacks | Us (CSV statement matching); Cloudsquare lists commissions receivable |
| AI statement parsing | Faster underwriting prep | Cloudsquare. Coming soon for us |
| Servicing, ACH, syndication | Needed if you fund and collect | Centrex, LendSaaS, Cloudsquare (ACH), MCA Suite (syndication) |
| Setup effort | Time to first deal | Days for us and HubSpot; reported months for Salesforce-based builds |
Then test your top two on three real deals from last month. The MCA CRM buying guide walks through it.
Brokers and funders need different things
Brokers and ISOs place deals: they need matching, submissions, offers and commissions. Funders move money: they need underwriting, servicing, collections and often syndication. Hybrid shops sometimes run both kinds of system. See for MCA brokers and for MCA funders.
Sources
- Centrex: Merchant cash advance CRM
- Cloudsquare: Centrex Software pricing (third party estimate; also lists Cloudsquare's price)
- Cloudsquare: best MCA software (third party for other vendors)
- GetApp: BrokerSuite listing (third party)
- TrustRadius: MCA Suite
- ConvergeHub: merchant cash advance CRM
- LendSaaS website
- Onyx IQ: best MCA software platforms (third party)
- HubSpot pricing
- G2: Centrex Software reviews
- Salesforce AppExchange brochure (Cloudsquare)
Questions
What is the best CRM for MCA brokers?
There is no single answer. Brokers who email most submissions usually want lender matching, submission tracking, offer math and commission reconciliation at a published price. Salesforce shops look at Cloudsquare. Shops that also fund and collect need servicing, which points to Centrex or LendSaaS.
Which MCA CRMs publish their pricing?
We do, and Cloudsquare lists a starting per-user price. Centrex, MCA Suite and LendSaaS price on request. HubSpot and Salesforce publish their own tiers.
Why is your product first on the list?
Because we wrote the page. Each option says who it is best for, including where another product is the better fit.
Related
- SolutionMCA brokers and ISOsA merchant cash advance CRM for ISOs and brokers: lead import, bank statement figures, lender matching, submissions, offers, commissions and renewals in one place.Read
- SolutionMCA fundersA CRM for merchant cash advance funders working ISO submissions: intake, statement figures, underwriting notes and conditions, offers, remittance tracking and renewals.Read
- GuideHow to choose an MCA CRMWhat an MCA CRM should do, the questions to ask every vendor, a scoring sheet and the real first-year cost math for a broker or ISO shop.Read
- GuideHow to migrate your MCA CRM dataA practical guide to moving an ISO or lending shop to a new CRM: exporting from your current CRM or spreadsheets, cleaning files, mapping the import, lenders, statuses and a parallel run.Read
- ComparisonCentrex Software comparedCentrex Software compared with our CRM for MCA brokers and lenders: pricing, setup, lender matching, submissions, commissions, servicing and syndication. Public facts, dated.Read
- ComparisonCloudsquare comparedCloudsquare Broker compared with our CRM for MCA brokers and lenders: Salesforce licensing, implementation, lender network, AI parsing, pricing. Public facts, dated.Read
- ComparisonMCA Suite comparedMCA Suite compared with our CRM for MCA brokers and lenders: submissions, commissions, syndication, lender matching, pricing and switching. Public facts, dated.Read
- ComparisonLendSaaS comparedLendSaaS compared with our CRM for MCA brokers and lenders. Who each is built for, servicing, syndication, submissions, pricing and switching. Public facts, dated.Read
- ComparisonHubSpot for MCA, comparedHubSpot compared with a CRM built for MCA brokers and lenders: lender matching, offers, positions, commissions and renewals, and when HubSpot is the better pick.Read
Switch without the setup fee.
Send us the export from your current CRM and we import it with you. Your team can be working deals the same day.