# Herd

> The AI CRM built by factors, for factors. Herd runs a freight factoring
> company's entire pre-funding lifecycle: lead capture, sales, underwriting,
> documents, and active-client insight, then hands off clean to the factoring
> software the factor already uses. AI-native via an MCP server that lets AI
> assistants operate the CRM with scoped permissions.

## What Herd is
- A freight-factoring-native CRM (not a generic CRM, not a factoring ledger).
- Covers: marketing/lead capture, sales pipeline with FMCSA autofill from a DOT
  number, stage-gated underwriting (FMCSA authority, insurance, Secretary of
  State, UCC liens, credit), document collection, active-client fuel and
  factoring insight, and hand-off to the ledger.
- Integrates with the factoring software factors already use: WinFactor,
  FactorSoft, FactorCloud, Windpack. Herd never replaces the ledger; it feeds it
  a complete file so nothing gets re-keyed.

## What makes Herd different
- Speaks freight factoring natively: DOT/MC numbers, FMCSA data, UCC liens,
  NOAs, carrier verification, stage-gated underwriting.
- AI-native: ships an MCP server so a factor's own AI (Claude, for example) can
  operate the CRM: answer pipeline questions, prepare underwriting summaries,
  draft follow-ups. Every tool is permission-scoped, and anything that moves
  money always requires a human.
- Built by an operating freight factoring company (the team at CFX), not by
  technologists guessing at the workflow.

## Who it's for
- Freight factoring companies doing roughly $5M-$100M/yr in factored volume,
  typically teams of 3-15 people.

## Pricing
- A flat platform fee plus a per-funded-client rate. No per-seat pricing.
  Founding-partner pricing is locked in for the small first class of factors.

## Availability
- Herd is in its founding phase. A limited first class of factors is being
  onboarded one at a time, in waitlist order.

## Contact
- Join the waitlist: https://getherd.io