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For MCA providers & business funding brokers

Find More Business Funding Prospects With AI.

CRMCoPilot helps MCA providers and business funding brokers discover potential business clients, identify owners and decision-makers, and automate personalized funding outreach.

Find Business Funding ProspectsBook an MCA Prospecting Demo

Free plan with 5 verified leads a week · No credit card · Native CRM connections on paid plans

  • MCA providers
  • Business funding brokers
  • Revenue-based financing
  • ISOs & broker networks
Autopilot agent settings with a destination CRM, schedule and leads-per-day setting
Actual CRMCoPilot product screen.

The problem

Why funding pipelines are hard to keep full

You always need new merchants

Funded deals leave the pipeline, so prospecting never stops.

Purchased lists go stale

Shared lead lists can be outdated, irrelevant or already worked by other shops.

Owners are hard to reach

Finding the owner of a business that fits your criteria takes manual digging.

Reps repeat the same busywork

Building lists and writing first touches eats time that should go to conversations.

Personalization breaks at volume

The same pitch to every merchant gets ignored, or worse, flagged.

Responsible useCRMCoPilot is a sales prospecting tool. It does not make lending or funding-eligibility decisions, and it has no access to merchants' bank accounts, credit reports, card-processing data or existing debt. It doesn't identify businesses that are actively seeking financing. You're responsible for making sure your outreach and funding advertising follow the email, telemarketing, privacy and commercial-financing disclosure rules that apply to you.

How it works

From ideal customer to first reply in six steps

  1. Define your ideal customer

    Describe who you sell to in plain English, then refine with filters and the products or services you offer.

    In merchant cash advanceDefine your merchant profile: industries, location, company size and revenue band.

  2. Let AI discover matching prospects

    Search a licensed company and contact database, the public web and Google Maps. Fit scoring ranks results against what you sell.

    In merchant cash advanceSearch and Google Maps search find matching businesses, ranked against your criteria.

  3. Identify decision-makers

    Filter by job title, seniority and people new in their role. Decision-maker search is on paid plans.

    In merchant cash advanceFind owners, founders, CEOs and finance leads.

  4. Review and enrich

    Emails are checked for deliverability before use. Unlock a work email for 1 credit, only when one is found.

    In merchant cash advanceUnlock verified emails, and phone numbers on paid plans, so reps start with clean data.

  5. Connect to your CRM

    Native connections to GoHighLevel, Zoho CRM, Pipedrive, HubSpot and Salesforce, with duplicate checks by email and company domain.

    In merchant cash advanceSend merchants to your CRM, assigned round-robin across your reps.

  6. Launch personalized outreach

    AI drafts research-backed emails and video scripts. Sequences send from your Gmail and stop when a prospect replies.

    In merchant cash advanceRun personalized, compliant email sequences with unsubscribe and do-not-contact protection.

AI agents for merchant cash advance

Four agent workflows to set up for your team

These are workflows you configure in CRMCoPilot, not ready-made templates. Each card shows what's available today.

Available nowa shipped feature does thisBuild it todayset up from search, scoring and AutopilotPartly availablesee the note on the card

Build it today

Merchant Prospect Finder

You need fresh merchants who fit your program, not recycled lists.

Runs a saved search by industry, location, company size and revenue band, including local businesses through Google Maps search, and delivers new matches on a schedule.

Example input
Restaurants, auto repair shops and medical practices, 10–100 employees, in Florida
Expected output
Prospect accounts with available contact information

Built with: Saved search + Google Maps search + Autopilot (paid plans)

Build an agent for this workflow →
Build it today

Business Owner & Decision-Maker Finder

Funding conversations only happen with owners and finance leads.

Searches target businesses for owners, founders, CEOs and CFOs.

Example input
Owner, Founder, President, CEO, CFO, Controller
Expected output
Business contact records for review and outreach

Built with: Title filters + decision-maker search (paid plans)

Build an agent for this workflow →
Partly available

Merchant Qualification Research Agent

Reps waste calls on businesses that clearly don't fit your program.

Ranks prospects against qualification criteria you describe, using business information such as industry, size, location and revenue band, and shows what's missing.

Example input
Your program's target industries, size range and regions
Expected output
An indicative fit ranking for sales prioritization

Built with: Fit scoring + firmographic filters

This is sales prioritization only. It is not underwriting or an eligibility decision, and it doesn't use bank balances, credit reports, card-processing history or existing debt.

Build an agent for this workflow →
Available now

Funding Outreach Agent

Pushy, generic funding pitches damage your sender reputation.

Drafts personalized outreach about topics such as working capital, expansion or equipment, then runs a sequence that stops on reply and honors unsubscribes.

Example input
Merchant contact + the products you actually offer
Expected output
A multi-step sequence you review before sending

Built with: AI research and pitch + sequences (paid plans)

You review every message. Don't promise approval, amounts, rates or speed you can't substantiate.

Start using this today →

Outreach that stays on the right side of the line

Good funding outreach is relevant and honest. CRMCoPilot gives your team the tools to keep it that way.

  • Unsubscribe, bounce and do-not-contact protectionOpted-out and bouncing addresses are kept out of sequences.
  • Stops on replySequences stop automatically when a merchant responds.
  • Human reviewAI drafts are starting points. Your team approves what goes out, so no message promises approval, rates or timelines.

Integrations

Works with the CRM and inbox you already use

GoHighLevelNative · several locations on Gold+Zoho CRMNative · plus CRM Focus on Gold+PipedriveNative connectionHubSpotNative connectionSalesforceNative connection
GmailSend sequences and track replies
Meet AlfredLinkedIn campaigns via your own account
CSV & webhooksImport, export and custom workflows

Sending leads to a CRM, sequences and LinkedIn campaigns need a paid plan. See all integrations.

Example

Building a merchant pipeline for one industry

Illustrative scenario, not a customer story

A funding brokerage wants a steady pipeline of established restaurant groups in Texas instead of buying shared lists.

  1. Searches for restaurant groups with 20–200 employees in Texas, plus local restaurants found through Google Maps search.
  2. Ranks results against its target profile and sets aside businesses outside its regions.
  3. Finds owners and CFOs and unlocks verified emails.
  4. Creates an Autopilot agent that sends 15 new merchants a day to GoHighLevel, round-robin across four reps.
  5. Runs a three-step sequence about working-capital options, reviewed for compliance, that stops on reply.

A self-refreshing source of merchants the team found itself, with outreach that avoids eligibility promises.

Ways to work with us

Do it yourself, or have our team help

Self-service

Free plan, then from $99/month

  • You configure searches, agents and Autopilot
  • AI finds, ranks and verifies leads
  • You run outreach from your own Gmail and CRM
Compare plans

Managed

Your own account, from $1,500/month

  • Everything in Platinum
  • Our team builds and tunes custom agents for your targets
  • Named account manager and help with your outreach
Talk to us about Managed

Done For You

No login needed, from $750/month

  • Our team runs outreach for you
  • Targeting set up for your market
  • Scope and reporting set by your service agreement
See Done For You

Results vary by market and offer.

Merchant Cash Advance questions

Does CRMCoPilot tell me which merchants qualify for funding?

No. Fit scoring ranks prospects against criteria you set, using business information such as industry, size, location and revenue band. It is for prioritizing sales outreach. It is not underwriting and doesn't decide eligibility.

Can I see a merchant's bank balance, credit or processing history?

No. CRMCoPilot doesn't access bank, credit, card-processing or debt data.

Does it find businesses that are actively looking for funding?

No. CRMCoPilot finds businesses that match your profile. It doesn't have intent data on who is shopping for financing.

How do I keep funding outreach compliant?

Review every message before it goes out, avoid promises about approval, amounts or rates, include an opt-out, and follow the email, telemarketing and commercial-financing disclosure rules in your states. CRMCoPilot honors unsubscribes and do-not-contact lists, and stops sequences on reply.

Do I need an existing CRM?

No. You can search, review and run outreach inside CRMCoPilot. To send leads to a CRM, connect GoHighLevel, Zoho CRM, Pipedrive, HubSpot or Salesforce through a native connection; this requires a paid plan. Paid plans can also export a CSV.

Can your team run prospecting for us?

Yes. Managed plans give you your own CRMCoPilot account with our team building and tuning agents and helping with outreach. If you'd rather not use the software at all, our Done For You service runs outreach for you. Results vary by market and offer.

How does pricing work?

There's a free plan with 5 verified leads a week and no credit card. Paid plans start at $99 a month and add more credits, AI and Autopilot agents, CRM delivery and outreach. Managed plans start at $1,500 a month. See pricing for details.

Give your team a prospecting process that keeps running

Start on the free plan with 5 verified leads a week, or talk to us about your market first.

Start freeBook a demo

Other industries:

Consulting & Professional ServicesActuarial ConsultingCommercial Real EstateAll industries
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