Cloudsquare alternatives
Cloudsquare is a capable lending platform built on Salesforce, and that is usually the reason people look elsewhere: a Salesforce licence on top, an implementation project and an admin to keep it running. These are the realistic alternatives for brokers and ISOs. We publish this page and make one of them; our plans are Core $69 and Pro $99 per user per month. Introductory offer: the $999 setup fee is waived, and migration from your current CRM is free.
Updated
Plans from
$69/ user / month
Billed monthly, or less billed annually. No seat minimum.
- Setup fee
- $999, waived (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, so this is not an independent review. Facts about other products come from their own websites, linked at the bottom, checked October 12, 2026.
1.Ferrylend
Best for: Brokers and ISOs who want lender matching, submissions, offers and commissions without a Salesforce licence or an implementation project
A standalone web CRM: lender criteria and a match matrix, multi-lender submissions sent from your own email with every status tracked, offers compared side by side, funded deals, renewals and commission reconciliation. It does not have a lender API network, AI statement parsing or e-sign yet; those are on the roadmap. We import your data with you.
Pricing: Core $69 and Pro $99 per user per month, no seat minimum. Introductory offer: the $999 setup fee is waived, and migration from your current CRM is free.
2.Centrex Software
WebsiteBest for: Shops that want a broad suite with servicing and e-sign, without Salesforce
A standalone suite: CRM with lender matchmaking and multi-lender submissions, ClixSign e-signature, a client portal, text and email marketing, loan servicing and a white-label mobile app. The closest in breadth to Cloudsquare without the Salesforce layer.
Pricing: Not published; request a demo. Third-party estimates of $25 to $100 per user per month, modules separate
3.ConvergeHub
WebsiteBest for: Small shops that want a low published price and marketing tools
A general small-business CRM with an MCA template: inquiry-to-funding workflow, offer letters, document follow-up automation, renewal and collections tracking. Lender matching and commission tracking are not listed on its MCA page.
Pricing: $29 to $59 per user per month billed annually, $45 to $85 billed monthly (ConvergeHub's pricing page, checked October 12, 2026)
4.MCA Simplified
WebsiteBest for: Call-floor shops that want a dialer, SMS and automations with unlimited users
An all-in-one CRM for business loan brokers with a phone and power dialer, an AI dialer, email and SMS marketing and a deal pipeline. Lender submissions and commission tracking are not listed on its site.
Pricing: $147 or $197 a month flat with unlimited users, plus call, text and email usage
5.Specter Systems
WebsiteBest for: Brokerages that want intake, statement analysis, lender matching and multi-lender submissions and are fine with an enterprise sales process
Describes itself as a finance-native CRM for capital brokers and lenders. Its plans list a multi-lender submission workflow, commission tracking, SMS and email blasts, and e-signature. It says there is no free trial.
Pricing: Not published; plans listed without prices, seats through an enterprise account
What Cloudsquare does well
Be clear about what you would give up. Cloudsquare's Broker tier lists lead attribution, application capture, intelligent lender matching, 30 native lender API submissions, one-click resubmit with offer comparison, commission tracking and reconciliation, and renewal tracking, and its platform adds AI statement parsing, e-sign, ACH and the Salesforce AppExchange. If your lenders take API submissions and you want all of that today, it is a strong choice. Our Cloudsquare comparison goes row by row.
The Salesforce question
Cloudsquare's pricing page says Salesforce is required and that implementation and migration are included in every plan. Its own articles put Broker at $75 per user per month with a separate Salesforce licence on top. That combination suits a company that already runs Salesforce. For a five-person brokerage that does not, the licence, the implementation and an admin to maintain it are the real cost, which is why most people searching for alternatives want a standalone CRM.
| Cloudsquare Broker | A standalone broker CRM | |
|---|---|---|
| Licences | Cloudsquare seat plus a Salesforce licence | One subscription |
| Setup | Implementation project, included in plans | Days; import your data and add lenders |
| Lender API submissions | 30 native lender APIs | Mostly email submissions today; ours tracks every status |
| Ecosystem | Salesforce AppExchange | Narrower; CSV import and export |
| Admin | A Salesforce admin helps | The shop owner can run it |
Moving off Cloudsquare
- Export leads, accounts, contacts, opportunities and your lender records from Salesforce reports as CSV.
- Import leads and lenders first, mapping columns once; duplicates are skipped. We run the first import with you.
- Rebuild each lender's criteria, then run both systems for a week before you move open deals and cancel.
The full checklist is in migrating your CRM, and every published price is in our pricing comparison.
Sources
- Cloudsquare: pricing
- Cloudsquare: LendSaaS alternatives (states Broker's starting price)
- Centrex Software: business loan CRM
- Cloudsquare: Centrex Software pricing (third-party estimate for Centrex)
- ConvergeHub: pricing
- ConvergeHub: merchant cash advance CRM
- MCA Simplified: homepage and plans
- Specter Systems website
- Specter Systems: pricing
Questions
Do I need Salesforce to use Cloudsquare?
Yes. Cloudsquare's pricing page says Salesforce is the foundation and that it handles the Salesforce setup as part of implementation.
What is a good Cloudsquare alternative without Salesforce?
For a broker who places deals with many lenders, a standalone broker CRM with lender matching and submission tracking, such as ours or Centrex's. For a call-floor shop, a dialer-first CRM such as MCA Simplified. For a small shop on a budget, a general CRM with an MCA template such as ConvergeHub.
How much does Cloudsquare cost?
Its pricing page says custom per seat. Its own articles say Broker starts at $75 per user per month, with a Salesforce licence on top, as of October 12, 2026.
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
- SolutionBusiness loan brokersA CRM for business loan brokers: leads, applications, statements, lender criteria and matching, submissions, offers, commissions and follow-up for term loans and more.Read
- Buyer's guideThe best CRM for business loan brokers, compared honestlyCRMs for business and commercial loan brokers compared: lender submissions, matching, commissions, dialers and published prices. We make one of them, and say so.Read
- Buyer's guideMCA and lending CRM pricing, comparedWhat MCA and lending CRMs cost in 2026: every published price side by side, who quotes only by demo, setup fees, platform licences and a five-user year-one example.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
- ComparisonSalesforce for MCA, comparedSalesforce compared with a CRM built for MCA brokers and lenders: what you build yourself (lender criteria, offers, positions, commissions), cost and time. Dated.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
- ComparisonMCA CRM software in 2026: the honest roundupMCA CRM software compared for 2026: who each option is best for, published pricing, and how to choose for a broker, ISO or funder. We make one of them, and say so.Read
- ComparisonLendSaaS alternativesAlternatives to LendSaaS for MCA funders and ISOs: funder platforms with servicing, broker CRMs, published pricing where it exists, and what switching involves. Dated.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.