Tell us what's not working. We build it at no cost, you run your business on it for 14 days, and only then decide. No calls, no back-and-forth.
Two platforms we built and shipped — here's what they do and what it's like to run your business on them.
A purpose-built deal management system for business funding brokers and ISOs.
A client command center for a lead generation company — leads, performance, billing, and support in one portal.
Inside FundStack CRM
Track every deal from submission to funded with custom stages, deal types, and status flags.
Centralize every broker relationship — referrals, commissions, and deal performance in one view.
Structured submission queue with document checklists per deal type. No deal falls through the cracks.
Built-in compliance checklists per deal type. Requirements tracked automatically — nothing missed.
All incoming applications organized by stage, source, and deal type — fully searchable.
Live dashboard with funded volume, pipeline value, broker performance, and approval rates.
View FundStack CRM pricing View Client Portal pricing
Tell us what you need tracked or managed — a CRM, a client portal, or something else entirely — and we'll configure it around how you actually work.
We have 3 free-trial spots left. We build your system at no cost, you run your business on it for 14 days, and only then decide whether to keep it.
Fill out the intake — no call. We confirm it's a fit and send back a written scope.
A FundStack CRM or Client Portal, configured around how you actually work — live in about 5 days.
Run real work through it. Love it? You start paying on day 15. Not for you? You walk away, no charge.
Trial terms: applies to a FundStack CRM or Client Portal build · 3 spots left · scope agreed in writing before we start · your data stays exportable · if you keep it, we ask for a short testimonial.
FundStack CRM is what we built for the funding industry. But we also build custom systems for businesses that need something specific to their workflow. Tell us what you need.
One focused deliverable — CRM setup, automation workflows, lead gen system, SOP library, or KPI dashboard. Best for one specific pain point.
Two to three systems connected together — CRM + automations + SOPs, or a full sales ops stack. Best for growing teams with multiple broken processes.
End-to-end ops infrastructure — CRM, pipelines, automations, dashboards, SOPs, and lead gen — all built, integrated, and handed off. Best for funded teams in operational chaos.
StackNorth was built for one reason: most businesses have systems that don't work, processes that rely on one person, and operations held together by spreadsheets and manual follow-up.
We fix that. We diagnose what's broken, build the missing piece, and hand it off fully working — documented, tested, and ready to run without us.
We don't do retainers-for-advice. We don't sell strategy decks. We build the actual thing and make sure your team can run it.
Get FundStack CRM or a Client Portal configured for your business — or tell us what else you need built. No calls. No proposals. Just results.