Herd

The AI CRM built by factors, for factors.

Run your whole book in one system, then hand off clean to the factoring software you already use.

Join the waitlistSee the workflow

Works alongside the tools factors already use

  • WinFactor
  • FactorCloud
  • LoadConnex
  • DocuSign
  • WinFactor
  • FactorCloud
  • LoadConnex
  • DocuSign
  • WinFactor
  • FactorCloud
  • LoadConnex
  • DocuSign

Generic CRMs don't know what a DOT number is.

So factoring shops bolt on spreadsheets, credit-report tabs, DocuSign folders, and one underwriter's memory. Every deal moves at the speed of that one person, and growth caps exactly there.

A semi truck pulling an orange trailer down an open interstate at golden hour

Freight doesn't wait. Your pipeline shouldn't either.

The workflow

One pipeline, first touch to funded.

01

Campaign replies land as leads

Marketing replies flow straight into the pipeline with contact, company, and DOT number already attached. Nothing gets copy-pasted from an inbox.

02

A DOT number is all it takes

Type a USDOT and Herd pulls authority, insurance, safety rating, and fleet size from FMCSA before the first call is over.

03

The checklist is the workflow

Every diligence step is tracked, timestamped, and gated. A stage cannot advance until the file is complete, so a junior hire underwrites with the rigor of a 20-year veteran.

04

See the whole relationship

Factored volume, fuel gallons, and rebates in one client view. You spot the upsell, and the churn, before either happens.

05

Your ledger stays your ledger

Funded carriers sync to the factoring software you already run, file complete. Herd never touches your money.

They give you an AI report.
Herd gives your AI the keys.

An MCP server, out of the box

The AI your team already uses, Claude included, can query the pipeline, prep underwriting summaries, and draft follow-ups.

Every tool is permission-scoped

You decide what the AI can read, what it can draft, and what it can never touch.

Money always needs a human

Funding approval is not an MCP tool. It never will be.

NewHerd Marketing

The other half of Herd: marketing that fills the pipeline.

On-brand posts, carousels and videos made for you, published to every channel you own. Your ads in one view and every reply in one inbox. Every lead lands right here in Herd, with its source attached.

Explore Herd Marketing

Herd, versus a CRM you bend into shape.

CapabilityGeneric CRMHerd
Speaks DOT, MC, NOA, and UCC nativelyCustom fields you build yourselfBuilt in
FMCSA carrier verificationCopy-paste from SAFEROne DOT number
Stage-gated underwriting checklistA spreadsheet next to the CRMThe workflow itself
Fuel and factoring insight on active clientsNot a concept it hasOne client view
Hand-off to your factoring ledgerCSV exports and re-keyingSynced, file complete
Your AI can operate itA chat sidebar that summarizesFull MCP server
Built by a working freight factorBuilt for everyone, so no oneOur own book runs on it

Built inside a working freight factor. Productized for yours.

Herd is the system the team at CFX runs its own factoring book on, every day. Every screen exists because our underwriters needed it, not because a product manager guessed at the workflow.

Two colleagues in a freight factoring office reviewing carrier paperwork at a desk

Pricing that scales with funded clients.

A flat platform fee, plus a per-funded-client rate.

No per-seat math and no surprise tiers. Founding-partner pricing is locked in for the small first class of factors and never goes up.

Join the waitlist

Every plan includes

  • Every seat on your team
  • FMCSA verification and underwriting workflow
  • Ledger sync to the platform you already run
  • The MCP server for your AI

Questions factors actually ask.

Does Herd replace my factoring software?

No. Herd runs everything before funding: marketing, sales, underwriting, and document collection. When a carrier is funded, Herd hands the clean file to WinFactor, FactorSoft, FactorCloud, or Windpack. Your ledger stays your ledger.

Which factoring platforms does Herd work with?

Herd is built to sit in front of the platforms factors already run: WinFactor, FactorSoft, FactorCloud, and Windpack. Funded carriers sync over with their file complete, so nothing gets re-keyed.

Can AI really operate my CRM?

Yes. Herd ships an MCP server, so the AI assistant you already use (Claude, for example) can query your pipeline, prepare underwriting summaries, and draft follow-ups. Every tool is permission-scoped, and anything that moves money always requires a human.

Is Herd built specifically for freight factoring?

Yes. Herd speaks DOT and MC numbers, FMCSA authority and safety data, UCC lien searches, NOAs, and stage-gated underwriting natively. It was built inside a working freight factoring company, not adapted from a generic sales CRM.

Does Herd help factors with marketing?

Yes. Herd Marketing is the add-on that makes on-brand posts, carousels and videos, publishes them to LinkedIn, Facebook, Instagram, TikTok and the rest of your channels, runs your Meta and Google Ads, and answers comments and messages from one inbox. Every lead it produces lands in your Herd pipeline with its source attached.

How long does onboarding take?

Days, not months. Herd imports your existing book, and because the workflow mirrors how a factoring shop already runs, your team is not learning a foreign system. Most teams run their first live deal in the first week.

Who is Herd for?

Freight factoring companies doing roughly $5M to $100M a year in factored volume, typically teams of 3 to 15 people, where growth is capped by how much one underwriter or one owner can hold in their head.

Founding class · limited spots

Be one of the first factors on Herd.

We onboard founding factors one at a time, working their book alongside them. Your spot in line is your onboarding date.

Join the waitlist