Turn Your CRM History Into More Funding Conversations
CRM-Personalized Outreach for MCA Companies, Funders & ISOs
Your CRM already contains valuable information about your merchants — previous funding, applications, conversations, objections, timing and relationships. MerchantReach AI uses that approved data to draft personalized outreach automatically, helping your sales team reconnect with merchants using context that generic email campaigns miss.
Plans from $299/month+Implementation starting at $3,200One-time implementation + monthly platform subscription
See MerchantReach AI in ActionSee a Personalized Email ExampleDiscuss ImplementationView Pricing
From Generic MCA Outreach to CRM-Personalized Conversations
Hi Michael,
Are you looking for additional working capital for your business? We offer fast approvals and flexible funding options.
Hi Michael,
We worked with ABC Restaurant previously when you were exploring funding for equipment and inventory.
I wanted to reconnect and see whether additional working capital is something you’re considering again this quarter.
If it makes sense, I can have someone review what options may currently be available.
Same sales team. Better context. A more relevant merchant conversation.
Generic AI knows how to write an email.
MerchantReach AI knows why you’re emailing this merchant.
The value is not generating text. Any model can produce a paragraph about working capital. The value is giving the AI the right merchant context before it writes a word — the questions a good rep would ask before picking up the phone:
MerchantReach AI uses approved context to create the next appropriate outreach message — not a template with a merchant name dropped into it.
One Agent. Multiple Merchant Funding Campaigns.
Repeat funding & renewals
Reconnect with merchants who previously funded, using the actual relationship and CRM history rather than a generic renewal blast.
Merchant reactivation
Re-engage merchants your company previously spoke with or worked with, using existing context to make the new conversation relevant.
Incomplete applications
Reach merchants who started the funding process but did not finish, personalized around where they stopped.
Previous opportunities
Follow up with merchants who discussed funding but weren’t ready. The agent treats it as a continuation, not a cold introduction.
Dormant & aged leads
Build personalized campaigns for older leads instead of sending one template to everyone in the list.
Previously funded merchants
Create outreach informed by previous funding history and relationship, where appropriate for the campaign.
New merchant prospecting
Where no CRM history exists, use approved merchant, industry, geography, company, campaign and enrichment data to create a relevant first message.
What Personalized Outreach Looks Like, Campaign by Campaign
Same engine, different merchant context. Each example shows the approved CRM data the agent drew on and the message it produced. Copy is illustrative — your own templates, offer and compliance language govern the output.
Hi Michael,
We worked together about a year ago on funding for equipment and inventory at ABC Restaurant Group.
I wanted to check in — if you have anything planned for the next quarter, I can have someone look at what options may be available now.
Worth a short call?
Hi Denise,
We spoke back in March about working capital for Coastal Auto Body, and the timing wasn’t right while you were waiting on the insurance work to settle.
If that’s behind you now, I’d be glad to pick the conversation back up and see what makes sense.
Hi Raymond,
You started an application with us in June for Valley Freight, and it stopped at the bank statements step.
If funding is still on the table, I can send over exactly what’s outstanding — it’s usually a short list.
Every example above is drafted from data the merchant record already contains. No message is sent without passing your suppression lists, opt-outs and campaign eligibility rules.
Built for ISOs and Brokers, Not Just Direct Funders
If you place paper rather than fund it, your CRM holds a different kind of history — and most outreach tools ignore all of it. MerchantReach AI works from whichever of these fields your records actually carry.
Context an ISO record carries
- Which funder a deal was placed with
- Position and term completion
- Declines, and the reason recorded
- Resubmission and renewal timing
- Merchants who went elsewhere
- Aged or abandoned submissions
- Submission history across the book
Campaigns ISOs actually run
- Renewal windows on placed deals
- Re-approach after a recorded decline
- Merchants who funded through someone else
- Dormant submissions worth revisiting
- Reactivation across the whole book
- New merchant prospecting where no history exists
MerchantReach AI does not decide funder fit, eligibility or whether a merchant should be resubmitted. It drafts outreach from what your CRM already records, and your team decides what goes out.
Before You Buy More Leads, Work the Ones You Already Have
Your CRM may contain thousands of merchants your company already spent money acquiring.
MerchantReach AI helps your sales organization use existing merchant context to create personalized re-engagement at scale.
Your CRM isn’t just a database.
It may be your most valuable source of future merchant conversations.
This does not mean every old merchant should automatically receive outreach. Existing communication preferences, suppression lists, opt-outs, internal policies, applicable laws and campaign eligibility rules still govern who can be contacted.
What Can MerchantReach AI Know About a Merchant?
Only what you authorize it to use. When that approved context exists, it can work from a merchant record like this:
This isn’t simply Hi {{FirstName}}. MerchantReach AI can personalize outreach around the actual history and context of the merchant relationship.
Implementation & Launch
MerchantReach AI is configured around your existing CRM, merchant data, email platform and sales process. Before launch, our team connects and configures the system for your environment.
Typical implementation includes
- CRM and merchant-data mapping
- Merchant history and personalization logic
- Campaign and email workflow configuration
- AI prompt and messaging configuration
- Suppression, opt-out and business-rule setup
- Email platform integration
- CRM activity writeback
- Testing, quality assurance and launch support
A standard implementation typically includes up to 40 hours of professional services. More complex environments, custom integrations, data preparation, additional workflows or expanded requirements may require additional professional services and will be scoped before work begins.
MerchantReach AI subscriptions are billed separately, based on personalization level and monthly email volume.
LaunchInside your CRM
MerchantReach AIMonthly subscription
Choose the Level of Personalization
Not every merchant justifies the same amount of AI. Select the personalization level and monthly volume at the top of this page.
Basic AI Personalization
High-volume prospecting
1,000 emails included
What the AI uses
- Merchant and business name
- Industry
- Location
- Campaign context
- Your approved template
What it personalizes
- Subject line
- Opening
- Call to action
- Tone
- Industry and company context
Best for: high-volume merchant prospecting where cost and speed matter.
CRM-Personalized AI
Relationship-aware outreach
1,000 emails included
Everything in Basic, plus approved CRM history
- Previous calls and CRM notes
- Funding history and application history
- Previous funding relationship
- Owner and rep notes
- Last contact and lead source
- Lifecycle stage
- Previous objections
- Engagement history
Best for: repeat funding, renewals, merchant reactivation, incomplete applications, previous opportunities and dormant leads.
This is what MerchantReach AI is built for.
AI Research + CRM Personalization
Deep merchant intelligence
1,000 researched merchants included
Everything above, plus approved external research
- Merchant website
- Public business information
- Industry information
- Location and market context
- Approved enrichment providers
External research draws only on public and authorized sources.
Best for: higher-value prospects where deeper personalization justifies the additional research.
| Personalization level | 1,000 | 2,500 | 5,000 | 10,000 |
|---|---|---|---|---|
| Basic AI Personalization | $299/mo | $499/mo | $799/mo | $1,299/mo |
| CRM-Personalized AI | $499/mo | $899/mo | $1,499/mo | $2,499/mo |
| AI Research + CRM Personalization | $999/mo | $2,249/mo | $3,999/mo | $6,999/mo |
Need higher volume, or a blend across levels? Request a custom volume quote.
Implementation required
MerchantReach AI requires an initial implementation to connect the platform to your CRM, merchant data and outreach workflow.
Implementation starts at $3,200 one-time and is billed separately from your MerchantReach AI subscription.
Your implementation scope is confirmed before work begins. Additional custom development or CRM consulting outside the agreed implementation scope is billed separately.
How Buying Works
Choose your plan
Select your MerchantReach personalization level and monthly email volume.
We scope and implement
CRM Experts Online confirms your environment, scopes the implementation and completes the configuration.
MerchantReach launches
The agent goes live inside your existing CRM and email workflow.
You continue monthly
Your selected MerchantReach AI subscription continues month to month.
What the Monthly Subscription Covers
Included in your monthly plan
- AI personalization processing
- Platform operation
- Model and API usage associated with MerchantReach AI
- Standard monitoring
- Hosting and infrastructure for the MerchantReach service
- Maintenance of your implemented MerchantReach workflow
- Monthly email-processing capacity for your selected plan
Scoped separately when needed
- Major new CRM development
- New custom integrations
- Large-scale data cleanup
- New workflows outside the implemented scope
- Major campaign architecture changes
- Third-party CRM licenses
- Email sending platform fees
- Third-party enrichment services
- Other external software subscriptions
None of this is meant to be restrictive — it is simply where the implemented scope ends and new work begins. Anything in the right-hand column can be quoted whenever you need it.
How It Works
Connect merchant data
MerchantReach AI receives approved information from your CRM, the campaign, and optional enrichment sources.
Understand the merchant context
The system determines which approved merchant information is actually relevant to this campaign and this merchant.
Generate personalized outreach
It drafts messaging based on the merchant’s real context and the campaign objective — subject line, opening, body and call to action.
Review, send and track
Depending on your configuration, a rep or workflow reviews the message before sending. Communication activity can then be written back into the CRM.
Where It Sits in Your Stack
Built Around Your CRM, Not Another Silo
MerchantReach AI is designed to work with CRM-driven workflows, including platforms such as HubSpot, Zoho CRM, Salesforce, GoHighLevel and custom in-house CRMs. Connection method and scope depend on your environment and are confirmed during implementation.
The goal is to keep your CRM as the system of record. Your reps keep working where they already work, merchant history stays in one place, and outreach activity flows back to the record it came from — rather than creating another disconnected sales platform to maintain.
Your Sales Team Remains in Control
MerchantReach AI assists sales and outreach. It is a drafting and personalization system, not a decisioning system.
Depending on implementation, the system can require human review before any message is sent. Your existing opt-outs, suppression lists, communication rules, campaign rules, internal policies and legal requirements continue to apply and are not replaced by this product.
Implementation FAQs
Is there an implementation fee?
Yes. MerchantReach AI requires an initial implementation to connect the platform to your CRM, merchant data, email workflow and personalization rules. Standard implementations start at $3,200 one-time. More complex requirements are scoped before work begins.
Why is implementation separate from the monthly subscription?
Implementation configures MerchantReach AI for your specific environment. The monthly subscription covers the ongoing MerchantReach AI platform, AI personalization processing, infrastructure and email-processing capacity associated with your selected plan.
What is included in implementation?
Typical implementation includes CRM and merchant-data mapping, personalization configuration, workflow setup, business rules, email integration, CRM activity writeback, testing and launch support.
What if our implementation is more complex?
If your CRM, data, integrations or workflow requirements go beyond the standard implementation scope, we will identify those requirements and provide the additional scope before proceeding.
Are my CRM and email-platform fees included?
No. MerchantReach AI works with your existing technology stack. CRM subscriptions, email-sending services, enrichment platforms and other third-party tools are generally billed separately unless explicitly included in your agreement.
See What MerchantReach AI Could Do With Your Merchant Database
See how existing CRM information can be used to personalize outreach for repeat funding, renewals, merchant reactivation, incomplete applications, previous opportunities, dormant leads and new merchant prospecting.
Book a MerchantReach AI DemoSchedule an Implementation ReviewView Pricing
After purchase, our team will confirm your CRM environment and implementation scope before launch.
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