Centrex alternatives

The options

We make one of the products below, so this is not an independent review. Facts about other products come from their public sites and third-party listings, linked at the bottom, checked October 2026.

1. 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. 2.Cloudsquare Broker

   Website

   Best for

   Established brokers on Salesforce who want API submissions to a lender network and AI statement parsing today

   A Salesforce-native broker platform with a 25+ lender API submission network, commissions, renewal forecasting, IntelliParse AI parsing, e-sign, ACH and DataMerch and Plaid integrations. You take on Salesforce's licensing and admin model.

   Pricing: From $75 per user per month (Cloudsquare's page); implementation from $7,500 (GetApp listing, third party); Salesforce licensing may apply

3. 3.MCA Suite

   Website

   Best for

   Shops that want syndication and investor access inside the CRM

   An MCA CRM listing deal and lead management, submission and commission tracking, syndication, investor access and management-fee tracking. Public detail is thin, so ask for a demo on one of your own deals.

   Pricing: Not published; pricing on request

4. 4.ConvergeHub

   Website

   Best for

   Small brokerages that want a general CRM with marketing automation and an MCA template

   A generalist CRM with an MCA vertical: lead and contact management, marketing automation, template-based submissions, fee, commission and renewal tracking and a partner portal. It is CRM-first, without underwriting or servicing depth.

   Pricing: About $59 per user per month per a third-party list; not confirmed on ConvergeHub's site

5. 5.LendSaaS

   Website

   Best for

   Direct funders that need origination plus servicing, ACH, disclosures and syndication

   A funder platform: inbound ISO and lead management, rule-based underwriting, e-sign, ACH and RTP, renewals, state disclosures, UCC filing, and syndication and document analysis through partners. Not built for brokers sending deals out to many lenders.

   Pricing: Not published; quote-based

6. 6.HubSpot or Salesforce, built yourself

   Website

   Best for

   Teams with an admin who want a general CRM and will model lending themselves

   Both are strong general CRMs. Neither ships lender criteria, factor-rate offers, positions, lender commissions or renewals, so you build them with custom fields and automation or keep them in spreadsheets.

   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