Comparison · updated October 11, 2026
HubSpot vs Ferrylend
We publish this page and make a CRM built for lending. Plenty of ISO shops run on HubSpot plus a dialer and spreadsheets. Here is what that setup covers and what it leaves to the spreadsheet. 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
HubSpot is a general CRM with a free tier and paid Marketing, Sales and Service hubs. It is easy to start, strong on email marketing and sequences, and connects to many dialers such as Kixie. It is not built for lending: deal stages, lender criteria, factor-rate offers, positions, commissions owed by lenders and renewals all have to be modeled with custom properties, or kept outside it.
| Topic | Ferrylend | HubSpot |
|---|---|---|
| Prices on the website | Yes. Core $69 and Pro $99 per user per month, on the pricing page | Yes; free tier plus paid tiers, see hubspot.com/pricing |
| Setup fee | $0 (introductory offer). No seat minimum | Varies by tier; see hubspot.com/pricing |
| Built for | Lending companies, MCA first | Any business; marketing and sales teams |
| Lender criteria and matching | Built in: lender criteria by program, a lenders × criteria matrix with the reason for every pass and fail | Not built in |
| Bank statement analysis | Monthly figures per account with averages, trend and an affordability check | Not built in |
| Offer math | Live calculator for advances, term and SBA loans, lines of credit, equipment and factoring: payment, net funding, total cost, APR estimate and commission, with side-by-side comparison across products | Not built in |
| Commissions from lenders | Expected vs received, splits, clawbacks, payouts, and CSV commission statement reconciliation | Not built in |
| Renewals | Renewal list by paid-in % with a per-lender threshold; one click starts a linked renewal deal | Build with properties and workflows |
| Email marketing and sequences | Email campaigns are coming soon | Yes, a core strength |
| Dialer | Tap-to-call and call logging with outcomes on leads. Browser dialer coming soon | Built-in calling and many dialer integrations |
| Mobile | Every screen works in a phone browser. No native app | Native mobile apps |
HubSpot is the better choice if
- Marketing automation is the center of your business: landing pages, sequences, nurture campaigns at volume.
- You already run HubSpot with a dialer and your lender work is light enough for a spreadsheet.
- You want a free tier to start and can live without lending-specific objects.
Ferrylend is the better choice if
- Your spreadsheet is doing the real work: lender boxes, positions, offers, commissions and renewals.
- You want each deal checked against every lender's criteria with the reason for each result.
- You want to know which commissions lenders still owe you.
The usual HubSpot stack for an ISO
A common setup is HubSpot for contacts and pipeline, a power dialer for calling, DocuSign for applications, and a spreadsheet for lender criteria, submissions, offers and commissions. It works until the spreadsheet is the system of record and only one person understands it.
We put the spreadsheet's job on the deal: bank statement figures, lender matching, submissions, offers and commissions.
Pricing
HubSpot has a free CRM and paid tiers that rise with features and seats; we did not re-verify its tier prices for this page, so check hubspot.com/pricing. Our plans are Core $69 and Pro $99 per user per month with no setup fee during our introductory offer, see pricing.
Moving from HubSpot
Export contacts, companies and deals from HubSpot as CSV, upload each file and map the columns once; duplicates are skipped and the mapping can be saved as a preset. Bring your lender spreadsheet in through the lender CSV import.
Sources
Checked October 11, 2026. Third-party figures are labelled as such in the table.
Questions
Is HubSpot good for MCA brokers?
It is a good general CRM with strong marketing tools. It has no built-in lender criteria, offer math, positions, lender commissions or renewals, so brokers usually keep those in spreadsheets or build custom properties.
Can I keep HubSpot for marketing and use your CRM for deals?
Yes. Leads can come in through our application form or a CSV import. A direct HubSpot sync is not built; API and webhooks are on the roadmap.
Is this comparison independent?
No. We publish it and make a competing product. HubSpot facts come from its public site, checked October 2026.
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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.