The operating system that runs your funding agency — track clients from onboarding through three rounds of applications to graduation. Choose your plan to get started.
+ $597 one-time setup fee
Branded CRM — ready to use on day one
+ $1500 one-time setup fee
CRM + GHL playbook & integration support
+ $4000 one-time setup fee
Done-with-you GHL setup + priority support
Beta note: This platform is in active development. Not all integrations (DisputeFox, Fathom, GHL) are built in — the app can serve as your DisputeFox replacement, and transcripts can come from any tool. Your setup fee includes a dedicated account manager who will help configure everything.