Ferrylend

About Ferrylend

Deep Dive with Clara AI

Ferrylend is a CRM for merchant cash advance (MCA) and small-business funding brokers, ISOs and funders. It follows a deal from the lead and application, through bank statements, lender matching, submissions and offers, to the funded deal, the commission and the renewal. Leads: import from CSV or Excel with column mapping and duplicate checks, or collect applications through a merchant application link with statement upload and consent capture. Pipeline: every deal on one board from application to funded. Stages check the paperwork before a deal moves on and show time in stage. Custom fields cover anything else a shop tracks. Bank statements: deposits, average daily balance, NSFs, negative days, true revenue and existing positions. AI statement reading is included on Pro (25 statements a month) and is an add-on on Core. Lender matching: store each lender's criteria and see which lenders a deal qualifies for, and why the others do not. Submissions and offers: per-lender submission emails with the right documents, sent under the user's name with replies to their own inbox, plus portal-assist for lender portals. Offers are compared side by side, including cost of capital and commission. After funding: payback, expected versus received commissions, splits, clawbacks, reconciliation and renewal eligibility. Tasks, dashboards and reports (lender scorecards and lead source ROI on Pro). Security: roles, audit log, two-factor authentication, IP allowlist and per-organization encryption of sensitive fields. Free data migration from an existing CRM. Pricing: Core $69 and Pro $99 per user per month ($59 and $84 billed annually), no seat minimum. No free trial; a live demo with sample data needs no signup.

Screenshots & Videos

Dashboard: funded volume, pipeline and commissions

Pricing

Free Trial Not Available
Starts at $69.0.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Small Business

API Support

Not available

Modes of Support

Online

Ferrylend Features

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Financial Services CRM Features

Sales Pipeline & Opportunity Management

Contact & Account Management

Client Relationship Management

Reporting & Analytics

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Document Management

Ability to store and manage various information and documents in electronic format.

Integration with Financial Systems

Compliance & Regulatory Tracking

Sales Commission Features

Audit Trail

A record of changes made in chronological order of a user or activity

Scenario Modeling

Simulates "what-if" scenarios to predict the potential outcomes

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

CRM Features

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Customization

Helps to customize the system for use in industry-specific use cases

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Loan Origination Features

Audit Trail

A record of changes made in chronological order of a user or activity

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Client Management

Facilitates strong necessary data about clients/customers and allows access to it when required

Document Management

Ability to store and manage various information and documents in electronic format.

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Chat (Messaging)

Allows users to collaborate better by exchanging views and collect information through chatting or texting

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Ferrylend Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Core $69.00 $69.00 per user / month

Per user per month billed monthly, or $59 per user per month billed annually. Leads, pipeline, lender matching, submissions, offers, funded deals, commissions and renewals. No seat minimum.

Start Free Trial

Pro $99.00 $99.00 per user / month

Per user per month billed monthly, or $84 per user per month billed annually. Everything in Core plus advanced reports, renewal automation and AI bank statement reading (25 statements a month). No seat minimum.

Start Free Trial

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Ferrylend Reviews

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Ferrylend Screenshots

Dashboard: funded...

Deal pipeline board

Lender submission...

Commissions: expe...

Lenders and their...

Ferrylend FAQs

Who is Ferrylend for?

Merchant cash advance (MCA) brokers and ISOs, small-business funding and loan brokers (business loans, lines of credit, SBA, equipment finance, invoice factoring), and direct funders, typically teams of 1 to 50 users including owners, sales reps, processors and underwriters.

What does Ferrylend do?

Running a funding shop's deals from lead to funded and renewal: importing leads, collecting applications and bank statements, matching deals to lenders' criteria, sending submissions to lenders, comparing offers, and tracking funded deals, commissions and renewals.

How much does Ferrylend cost?

Core is $69 and Pro is $99 per user per month, or $59 and $84 per user per month billed annually, with no seat minimum. The one-time $999 setup and onboarding fee is waived for workspaces created through December 31, 2026, and data migration is free. There is no free trial; a live demo with sample data is available without signup.

Does Ferrylend have an API?

Not yet. A public API with webhooks is on the roadmap and is not available today.

Does Ferrylend support teams?

Yes. Ferrylend is priced per user with no seat minimum and has roles for owners, managers, agents, processors and read-only users, with agents seeing only their own records unless the owner allows otherwise.

What support is available?

Yes. There is a help center with step-by-step guides, free lessons in Ferrylend Learn, email support at [email protected] and in-app chat. Data migration from an existing CRM is included in setup at no charge.

Which platforms does Ferrylend run on?

Ferrylend is a web app that runs in any modern browser on desktop, tablet and phone. There is no separate mobile app; every screen works on mobile browsers.

What is Ferrylend used for?

Ferrylend is Financial Services CRM Software. Ferrylend offers the following functionalities: