Live sales platform
Dial more.
Close more.
Fund more.
The all-in-one CRM and phone system built for ISOs and merchant-funding shops.
★★★★★4.9/5· trusted by ISOs & merchant funders
app.crmlink.ai/dashboard
Incoming callnow
EJ
Emma Johnson
(415) 555-5142 · Lead #1
Your business runs on three numbers
Dials. Submissions. Funded deals. Everything else is overhead.
- 01More conversations with merchants= more applications in the door
- 02Faster, cleaner submissions= more approvals from your funders
- 03More funded deals + renewals= more revenue per rep
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Your tech stack is leaking deals
A dialer here, a CRM there, spreadsheets, and a dozen lender portals — and margin bleeds out of every gap.
- Wasted dials — reps re-type numbers and wait on dead air
- Lost context — calls and texts never make it onto the deal
- Slow submissions — the same app re-keyed into every funder
- No visibility — you can't see which reps or lists actually fund
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The Solution
One platform, built the way ISOs sell
Call, qualify, and submit without ever switching tabs.
⚡Selling engine
- WebRTC dialer + predictive / power / preview
- Merchant CRM with pipeline & scoring
💸Funding engine
- Bank-statement analysis + multi-lender submit
- Offers, stips, funded deals, renewals
app.crmlink.ai/dashboard
New lead assignedSons Technology · just now
Sell More — The Phone
Reach more merchants every hour
The dialer is the throttle on your revenue. CRMLink opens it up.
- Predictive & power dialing — talk to owners, not dial tones
- Local-presence caller ID = more pickups
- Ringless voicemail to re-engage aged lists at scale
- Multi-carrier failover keeps the floor dialing
app.crmlink.ai/reports/call-activity
Connected · 38% pickup12.4% vs last week
Sell More — The Lead Page
Every rep works leads like your best closer
The merchant's whole story on one screen — so no deal goes cold.
- Click-to-call from the record; outcomes log automatically
- Lead scoring surfaces who's most likely to fund
- Pipeline + dispositions auto-recycle leads on time
- Drip email & two-way SMS with zero effort
Lead score updatedEmma Johnson · 92 — hot
Fund Faster
From statements to funded — in one flow
Cut the busywork between "interested" and "funded."
- Automated bank-statement analysis — revenue & red flags in minutes
- Submit one deal to multiple lenders — no re-keying portals
- Lender API integration — connect any funder, no code
- Stips tracking shows what's missing before it stalls
app.crmlink.ai/campaigns
Submitted to 4 lenders1 click · Lender API
Turn one funded deal into many
The cheapest deal to fund is the merchant you already funded.
- Renewals surface eligible merchants at exactly the right time
- Commission tracking keeps reps motivated and paid correctly
- Merchant portal lets borrowers self-serve docs and applications
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Coach your floor. Stay compliant.
🎯Coach & manage
- Listen, whisper, and barge in on live calls
- AI transcription + sentiment flags objections
- Agent, campaign & lender-performance reports
🛡️Stay compliant
- DNC scrubbing + consent tracking
- 10DLC + STIR/SHAKEN call authentication
- Every call recorded for the audit trail
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The Math
More dials in, more funded out
One dashboard shows every rep's leads, proposals, and closed-won — in real time.
19.2%
3.1%win rate, trending up across the floor
0
platform, not five — one login, one bill
app.crmlink.ai/agent-performance
Deal funded · $42,000renewal · 8 sec ago
Stop juggling tools.
Start funding more deals.
- See the dialer, CRM, and lender submission working as one
- Built around your ISO's workflow and your funders
- Outcome-based pricing — your cost scales with funded deals
Book your demo → crmlink.ai
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