We build systems. You run the business.

Your business has gaps.
We build the fix.

Stop patching. Tell us what's not working and we'll build the whole fix — CRM, automations, SOPs, dashboards — no calls, no back-and-forth.

See what we built
No calls required Fixed scope, fixed price Fully built and handed off
Deal Pipeline
Broker Directory
Underwriting Queue
Compliance Tools
Analytics Dashboard
CRM Automations
SOP Library
Custom Pipelines
Deal Pipeline
Broker Directory
Underwriting Queue
Compliance Tools
Analytics Dashboard
CRM Automations
SOP Library
Custom Pipelines
5 daysAverage Delivery Time
0 callsRequired to Get Started
100%Async — Everything in Writing
Full docsDelivered on Handoff
Case Study — What We Built

FundStack CRM

A purpose-built deal management system for business funding brokers and ISOs. Here's what we built, why we built it, and what it does.

bfcrm.vercel.app — Deal Pipeline
Deal Pipeline
Broker Directory
Underwriting
Compliance
Applications
Reports
Deal Pipeline
14 Active Deals
$2.4M
Pipeline Value
6
In Underwriting
$840K
Funded This Month
87%
Approval Rate
New
ABC Trucking LLC
MCA · Broker: Rivera
$75,000
Sunrise Retail Co.
LOC · Broker: Chen
$120,000
Underwriting
Apex Auto Group
Term Loan · Broker: Kim
$250,000
Coastal Med Spa
MCA · Broker: Rivera
$95,000
Approved
Golden Gate Gym
LOC · Broker: Patel
$180,000
Funded ✓
Maple Logistics
Term · Broker: Chen
$320,000
6 modules
Full workflow coverage
Pipeline, underwriting, broker management, compliance, applications, and analytics — all connected in one system.
5 days
Average setup time
From payment to a fully configured, live CRM tailored to your operation — including data migration if needed.
0 calls
Required from you
Submit your intake form. We configure everything and hand it off with a full Loom walkthrough and documentation.

Deal Pipeline

Track every deal from submission to funded with custom stages, deal types, and status flags.

Broker & ISO Directory

Centralize every broker relationship — referrals, commissions, and deal performance in one view.

Underwriting Queue

Structured submission queue with document checklists per deal type. No deal falls through the cracks.

Compliance Tools

Built-in compliance checklists per deal type. Requirements tracked automatically — nothing missed.

Application Hub

All incoming applications organized by stage, source, and deal type — fully searchable.

Reports & Analytics

Live dashboard with funded volume, pipeline value, broker performance, and approval rates.

Solo Broker
$5,500
+ $450/mo
1 user · 5-day setup
ISO / Small Team
$7,500
+ $600/mo
Up to 5 users · 7-day setup
Agency
$11,500
+ $850/mo
Unlimited users · 10-day setup

Want this set up for your operation?

Tell us about your team and deal volume. We'll configure FundStack CRM around how your funding business actually works and hand it off ready to use.

View live product
Custom Build

Need something built from scratch?

FundStack CRM is what we built for the funding industry. But we also build custom systems for businesses that need something specific to their workflow. Tell us what you need.

Custom CRM configured for your exact workflow
Automations in GoHighLevel, Make.com, or Zapier
SOPs and team playbooks written for your processes
KPI dashboards in Google Looker Studio
Lead generation and outreach systems

Single System Build

$3,500 – $6,000

One focused deliverable — CRM setup, automation workflows, lead gen system, SOP library, or KPI dashboard. Best for one specific pain point.

Operations Build

$7,500 – $14,000

Two to three systems connected together — CRM + automations + SOPs, or a full sales ops stack. Best for growing teams with multiple broken processes.

Full System Overhaul

$15,000 – $30,000+

End-to-end ops infrastructure — CRM, pipelines, automations, dashboards, SOPs, and lead gen — all built, integrated, and handed off. Best for funded teams in operational chaos.

Optional add-on: ongoing support retainer from $400–$800/mo

FAQ

Common questions.

We configure FundStack CRM around your exact operation — your deal stages, deal types, broker contacts, compliance requirements, and team size. You get a fully working system, a Loom walkthrough, full documentation, and ongoing support through the monthly retainer.
No. You submit your intake or custom build request in writing. We review it, ask any follow-up questions by email, and send you a quote. Everything is async — no scheduling, no calls.
The monthly retainer covers ongoing support, system updates, adding new pipelines or deal types as your operation grows, user changes, and troubleshooting. You have a direct line to us — we respond within one business day.
Yes. If you have existing deal or contact data in spreadsheets or another CRM, we can migrate it into FundStack CRM as part of setup. Just mention it in your intake form.
After you submit your intake, we review your operation and send a secure Payoneer payment link to your email. Setup begins immediately after payment is confirmed. The monthly retainer starts on your go-live date.
About Us

Built to fix what's
actually broken.

StackNorth was built for one reason: most businesses have systems that don't work, processes that rely on one person, and operations held together by spreadsheets and manual follow-up.

We fix that. We diagnose what's broken, build the missing piece, and hand it off fully working — documented, tested, and ready to run without us.

We don't do retainers-for-advice. We don't sell strategy decks. We build the actual thing and make sure your team can run it.

No calls required
Everything is done async, in writing. Submit your intake, we ask any follow-up questions by email, and get to work.
Fixed scope, fixed price
No hourly billing, no surprise invoices. You know exactly what you're getting and what it costs before we start.
Fully handed off
Every build comes with documentation and a walkthrough. Your team can run it without us from day one.

Ready to stop running
on spreadsheets?

Get FundStack CRM configured for your funding operation — or tell us what else you need built. No calls. No proposals. Just results.