Feature
The whole CRM on your phone
Closers are rarely at a desk. Every screen works in a phone browser, from the lead list to the offer comparison, with tap-to-call and tap-to-email on every merchant.
- Click-to-call dialer: add-onsoon
- SMS: add-onsoon
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.
Every screen, not a cut-down app
Leads, deals, statements, lenders, submissions, funded deals and commissions all work at phone width.
Tap to call or email
Phone numbers and emails are links on every lead, merchant and owner.
Nothing to install
Open the site and sign in. Updates arrive without an app store.
Light and dark
Follows your phone's theme, or pick one.
Built for phones from the start
Every screen in the CRM is built and checked at 375 pixels wide, the size of a small phone. Tables become card lists, the sidebar becomes a drawer, and forms stack. Reps can work leads, log a call outcome, check a deal's statements or move a deal on the board from wherever they are.
Calling and emailing
Phone numbers are tap-to-call links and emails are tap-to-email links, so the phone's own dialer and mail app do the work. After the call, log the outcome on the lead, which also bumps its attempt counter.
Coming soon
A click-to-call dialer with call logging and recordings, and two-way SMS with consent tracking and quiet hours.
For owners and managers
The dashboard, the board and the commissions screens all fit a phone, so an owner can check funded volume, see which deals are stuck and approve a condition without opening a laptop. Permissions are the same as on desktop.
Questions
Is there an iPhone or Android app?
No. The full CRM runs in your phone's browser, so there is nothing to install or update.
Can I call merchants from my phone?
Yes. Tap a number to call it with your phone's dialer, then log the outcome on the lead.
Does it work on tablets?
Yes. Layouts adapt from phone width up to desktop.
Related
- FeatureLead import and application formImport CSV or XLSX lead lists with column mapping and duplicate checks, and give merchants an application link that collects details, consent and bank statements.Read
- FeatureDeal pipelineA deal pipeline built for lending: 22 statuses in five phases, board and table views, time in status, stips and conditions, underwriting notes and a locked pricing block.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
- GlossaryISOIn merchant cash advance, an ISO (independent sales organization) is the broker that finds merchants, packages their files and submits them to funders for a commission.Read
See it on your own deals.
Tell us about your shop. We set up your workspace and import your data from your current CRM.