FAQ

SugarAnt is a professional software platform positioned as a CRM2 system, specifically developed for companies operating in the Merchant Cash Advance (MCA) sector — providing working capital loans and advances to small and medium-sized businesses.

SugarAnt is designed to support every type of business structure in one place. It is the ideal solution for:

• Funders
• Brokers
• Hybrids (Broker/Funder models)
• Syndicators and Participants
• Real Estate Lenders

SugarAnt is more than just a CRM. Here is how it differs from traditional systems:

• All-in-one platform. It provides a full suite of CRM features, but goes beyond by including specialized software for underwriting and merchant cash advance funding.
• Native BI tools. Unlike traditional CRMs, SugarAnt offers powerful built-in business intelligence, including insightful statistics and analytics to help you make data-driven decisions.
• Richer data environment. SugarAnt creates the most data-rich environment on the market, giving you access to deeper insights than typical CRM platforms.
• Scalable workflows. It ensures a seamless transition between sales, underwriting, and funding, adapting to the changing needs of your business.

Implementing SugarAnt helps MCA businesses by improving client relationships, increasing sales efficiency, automating repetitive tasks, centralizing client data, and providing the analytics needed to make informed decisions.

SugarAnt offers a transparent and straightforward pricing model at $150 per user, per month. This flat rate provides access to the platform’s full suite of features, ensuring your team has every tool needed to succeed without unexpected costs.
The subscription includes full, unrestricted access to the CRM, along with advanced lead management tools and in-depth analytics to help you track performance. You also get unlimited e-signatures for applications and contracts, streamlining the document process. To keep your team ahead of the curve, the plan includes all of our AI-enhanced features designed to automate routine tasks. All of this is backed by our commitment to top-tier customer support to assist you every step of the way.

Yes. We support integrations with six different ACH payment processors.

Yes. We have a comprehensive notification system. Every system action can trigger a notification. Notifications can be received in-app, via SMS text, or via email, giving you full control.

We prioritize stability. Most bugs are resolved within a few hours of being reported.

Yes. SugarAnt generates comprehensive reports and analytics based on live data, providing valuable insights into sales performance, client behavior, and overall business trends.

Yes. Data security is a top priority. We employ industry-standard encryption, robust access controls, and regular security audits to protect sensitive information.

Yes, SugarAnt provides a fully integrated communication hub designed to streamline all client interactions directly within the CRM.

• Multi-channel communication. You can make calls and send SMS messages directly from the platform’s interface. This eliminates the need to switch between multiple applications.
• AutoCall feature. The system is equipped with an AutoCall function that automates outreach by dialing leads from a predefined list, saving time and ensuring efficient engagement.
• Quick access pop-up. SugarAnt features a convenient pop-up window for communication, allowing users to initiate calls or texts instantly from any part of the CRM.
• Contextual conversations. By centralizing client data, your team has full visibility of communication history, enabling more informed and personalized conversations.

Yes. Our AI features are designed to optimize workflows and boost efficiency.

• AI call summaries. Automatically generated summaries of client calls.
• Seamless data entry. AI extracts financial data from bank statements and inputs it directly into the CRM, saving time and reducing errors.
• Flexible options. Users can choose between AI-based data entry, manual entry, or integration with MoneyThumb, allowing teams to adapt processes to their specific needs.

We know switching platforms can be daunting. Our dedicated implementation team handles the process:

1. Discovery. We take time to understand your unique business.
2. Setup. We configure automated lending processes into your account.
3. Guidance. We embed instructions directly into agent workflows to ensure compliance.
4. Migration. We migrate your legacy data onto the new platform.
5. Training. We train your staff on how to use SugarAnt effectively.

Funding restrictions in SugarAnt allow you to set automated limits based on your risk tolerance.

• Logic. Restrictions are based on factors like credit score, NSF (Non-Sufficient Funds) counts, and average daily balances.
• Benefit. These controls help minimize defaults and ensure that funding limits always align with your risk strategy, protecting your business interests.