Built and livePrivate AI serverFirst shop onboarding now

Catch every merchant call. Fund more deals.

BUDI captures each merchant conversation, pulls the funding details into your CRM, and chases the renewal before a competing ISO does.

Request beta access See how it works

BUDI · the funding rep’s AI sidekick

call in progress

04:12

BUDI extracting0 / 9 fields

Merchant: ···
Industry: ···
Monthly revenue: ···
Time in business: ···
Positions: ···
Requested: ···
Use of funds: ···
Urgency: ···
Next step: ···

writing to CRM…live

Sample extraction. Field names match the live product.

What BUDI captures

The fields BUDI pulls from every call.

Over ten data points, lifted clean from the conversation and written into your CRM. Nobody types a note.

Pulled from every call

Merchant nameIndustryMonthly revenueTime in businessOpen positionsRequested amountUse of fundsCredit profileUrgencyRenewal dateNext stepsMerchant nameIndustryMonthly revenueTime in businessOpen positionsRequested amountUse of fundsCredit profileUrgencyRenewal dateNext steps

The leak

Deals don’t die during the call. They die after it.

The work that wins a client happens in the hours after they hang up. That’s exactly where the cracks are.

The merchant calls once, then disappears

A merchant lays out their revenue, their debt, and what they need. By the time someone follows up, three other ISOs have already called them.

Stips and details live in someone's head

Monthly revenue, existing positions, time in business, the use of funds. It comes up on the call, then never makes it into the CRM where underwriting can see it.

Renewals get missed every cycle

The best deal in MCA is the renewal. Without a system tracking paid-off dates and firing the next touch, you hand those merchants to whoever calls first.

The pipeline

One call goes in. A worked, followed-up deal comes out.

BUDI runs the whole stretch between hanging up and following up, so your team spends its time selling instead of feeding a CRM.

STEP 01
Your funding rep makes the call
They talk to the prospect the way they always have. Nothing changes about the conversation.
STEP 02
BUDI listens and extracts
Every call is captured, transcribed, and read. BUDI pulls the details into structured fields, clean.
STEP 03
The CRM fills itself
The record lands fully populated. No one types it in. The pipeline stays accurate on its own.
STEP 04
Follow-up fires on its own
Welcome, document request, next touch, post-close review. The right message goes out on the right day.

What you get

Sales infrastructure, set up and run for you.

Not a tool you have to learn and babysit. A working system we configure, wire to your calls, and keep tuned.

Your CRM, fully configured

We build the CRM around your stages and keep it filled. You start with a system that already works, not a blank one.

Transcription on every call

Every call gets recorded and transcribed, searchable later. Nothing rides on someone's memory.

Automated data extraction

BUDI reads each transcript and pulls the details into structured fields. Over ten per call, no typing.

Email + SMS automation

Welcome notes, follow-ups, and renewal touches go out on schedule. The client hears from you on time.

Weekly pipeline reporting

A clear read on where deals stand and which funding reps are moving them, delivered every week. No exports.

Ongoing optimization

We tune the sequences and extraction against your real calls. The system sharpens the more your team uses it.

The math

One system instead of five line items.

Most teams already pay for pieces of this, scattered across vendors that don’t talk to each other. RetainmentPro replaces the stack with one setup that actually connects.

Call recording and transcription tools
A separate AI note-taker
Manual data-entry hours
A patchwork of email and SMS automations
The reporting someone builds by hand each week

Tooling it replaces

$19k–30k/ year

in scattered tools per location, folded into one running system.

What it costs

Setup

$2.5k–5k

one time

Monthly

$500–1.5k

per month

Final pricing depends on team size and call volume. We scope it on the call.

Why it holds up

Private by design. Sharper every week.

Your data never leaves

RetainmentPro runs on its own private AI server. Recordings and client details stay inside the system. Nothing gets handed to a third-party model.

Trained on real sales calls

BUDI learns from real conversations, not generic data. The extraction gets sharper the more your team uses it.

Built and live, not a deck

This is a running product with the first customer onboarding now. You're joining something that already works, early.

Beta access

Get RetainmentPro running on your team.

We’re bringing on a small group while the first deployment is live. Tell us about your team and we’ll set up a call to walk through it and scope the setup.

We reply within one business day.
No card, no commitment to look.
Your details stay private. No spam, no sharing.