Comparison · updated October 11, 2026
Cloudsquare vs Ferrylend
We publish this page and make a competing CRM. Cloudsquare is a strong product with more integrations than we have today; the real question is whether you want to run on Salesforce. 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.
Side by side
Cloudsquare builds lending software on Salesforce. CS Broker covers lead flow, submissions through a network of 25+ lenders by API, commissions receivable and payable, and renewal forecasting. Around it sit IntelliParse AI bank statement parsing, e-sign, recurring ACH, and DataMerch and Plaid integrations, plus everything on the Salesforce AppExchange. It is well suited to established brokers and lenders who already use Salesforce or want its ecosystem. We are a standalone CRM with published pricing, built for shops that want to be working in days without a Salesforce project.
| Topic | Ferrylend | Cloudsquare |
|---|---|---|
| Prices on the website | Yes. Core $69 and Pro $99 per user per month, on the pricing page | Yes, from $75 per user per month on Cloudsquare's own page |
| Setup fee | $0 (introductory offer). No seat minimum | Implementation from $7,500 per a GetApp listing (third party) |
| Other licences | None | Runs on Salesforce; whether a separate Salesforce seat is required for Broker is not clear in public sources |
| Built for | Brokers, ISOs and funders, MCA first | Established brokers, ISOs and multi-product lenders on Salesforce |
| Lender matching | Built in: lender criteria by program, a lenders × criteria matrix with the reason for every pass and fail | Lender submission network with 25+ lenders by API |
| Submissions | Build the package once, send from your own email client or mark as sent, track status and decline reasons. Sending from connected Gmail or Outlook is coming soon | API submissions to network lenders, plus other channels |
| Commissions | Expected vs received, splits, clawbacks, payouts, and CSV commission statement reconciliation | Commissions receivable and payable |
| Renewals | Renewal list by paid-in % with a per-lender threshold; one click starts a linked renewal deal | Automated renewal forecasting |
| AI statement parsing | Coming soon. Statement figures are entered by month today | Yes, IntelliParse |
| E-sign and ACH | E-sign coming soon. No ACH | E-sign and recurring ACH |
| Integrations | CSV import and export today; API and webhooks are on the roadmap | DataMerch, Plaid and the Salesforce AppExchange |
Cloudsquare is the better choice if
- Your company already runs on Salesforce and wants lending inside it.
- You want API submissions to a lender network and AI statement parsing working today.
- You need DataMerch or Plaid connected now, or other AppExchange apps.
- You have, or will hire, a Salesforce admin, and a multi-month implementation fits your plans.
Ferrylend is the better choice if
- You do not want a Salesforce licence, an implementation fee or an admin to run your CRM.
- You email most of your submissions and want lender matching with the reason for every pass and fail.
- You are a small or mid-size shop and want to be live in days.
- You want one published per-user price with no setup fee during our introductory offer.
What Cloudsquare is
Cloudsquare's site is one of the best in this market and its product is broad. CS Broker and CS Lend are Salesforce apps, so you get Salesforce's reporting, permissions and app ecosystem, and you also take on Salesforce's licensing and admin model. Competitors report three to six month deployments; we could not verify that independently, so read it as a reported range and ask Cloudsquare for a timeline in writing.
Pricing
Cloudsquare's own page lists $75 per user per month with a 15-day money-back period after kickoff. A GetApp listing shows implementation from $7,500. Salesforce Financial Services Cloud lists at $325 per user per month billed annually (as cited by Onyx IQ); whether CS Broker needs a separate Salesforce seat is not clear from public sources, so ask. All figures checked October 2026.
Our plans are Core $69 and Pro $99 per user per month, no setup fee during our introductory offer, see pricing.
Where each fits
Lender APIs are still the exception in MCA; most lenders take submissions by email. If your lenders are on Cloudsquare's network, its API submissions save real time. If most of your lenders take email, our submission packages and lender matching cover the same job without the platform cost.
Sources
Checked October 11, 2026. Third-party figures are labelled as such in the table.
Questions
How much does Cloudsquare cost?
Cloudsquare lists $75 per user per month on its own site. A GetApp listing shows implementation from $7,500. Salesforce licensing may apply on top; ask Cloudsquare for an all-in quote.
Do I need Salesforce to use your CRM?
No. It is a standalone web app. You sign in with an email and password and it runs in any browser, including on your phone.
Do you have a lender API network like Cloudsquare?
Not yet. Today you build the package once and send it from your own email, then track every status. A lender API network is on the roadmap.
Related
- FeatureSubmissions to lendersBuild a submission package once, send it to the lenders you pick from your own email, and track every status, stip request, decline reason and offer per lender.Read
- FeatureLender matchingStore every lender's criteria once and see which lenders each deal qualifies for, with the rule behind every pass, warning and fail. Built for MCA and business lending.Read
- FeatureBank statement analysisEnter each month's deposits, ADB, NSFs and negative days per bank account and get averages, revenue trend, holdback and an affordability check on the deal.Read
- 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
- 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
- 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
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