Best CRM for Equipment Finance Brokers in 2026

An equipment finance broker sits between the business buying the equipment, the vendor selling it, and the funders who write the lease or loan. The software you need tracks that deal: equipment details, the quote, the application, which funders saw the package and what each one approved. Most of what shows up when you search "equipment finance software" does something else. It's built for the lessor that books, bills and services the contract.

This guide is for brokers who don't hold paper: one-person shops, small teams, and multi-product brokers who do equipment alongside working capital. We sorted the options into broker CRMs, general CRMs you'd customize, and lessor platforms you can skip, using each vendor's own pages. Prices checked October 24, 2026.

Our top pick is Ferrylend, for brokers who place equipment next to MCA, lines of credit and term loans and want lender matching, submissions and commissions in one place at a published per-user price.

Here's the TLDR (prices checked October 24, 2026):

1. Ferrylend (our pick): Best for brokers who place equipment next to MCA, lines of credit and term loans and want matching, submissions and commissions at a published price. $69 or $99/user/month.
2. Leasepath Broker Edition: Best for equipment-only brokerages of up to 10 users that live in Microsoft 365 and want funder submission packages and approval ratios. Price not published.
3. Equipment Broker Platform: Best for a pre-configured broker CRM at a flat per-user price. $129/user/month annually or $149 monthly.
4. Equipment Finance Academy: Best for brand-new brokers who want training plus a starter CRM. $97 one time.
5. HubSpot, Pipedrive, Zoho or Salesforce: Best if you'll build the equipment workflow yourself. Free tiers to about $100/user/month.
6. Solifi, Odessa and LTi (ASPIRE): Lessor back-office platforms. Worth knowing because funders run them, not because a broker should buy one.

Quick comparison

Product	Built for	Funder submissions	Price (Oct 24, 2026)	Free trial
Ferrylend	MCA and business-funding brokers	Email and portal-assist	$69/user/mo ($59 annual)	No (sample-data demo)
Leasepath Broker Edition	Equipment brokers, up to 10 users	Packages to multiple funders, by email or API where available	Not published	Not published
Equipment Broker Platform	Equipment and cash-advance brokers	Not described	$129/user/mo annual, $149 monthly	Not published
Equipment Finance Academy	New brokers (course plus CRM)	One-click to its exchange	$97 one time	No (sales final)
HubSpot / Pipedrive / Zoho / Salesforce	Any industry	None	Free (HubSpot, Zoho); Pipedrive from $14/seat/mo	Free plans or trials
Solifi, Odessa, LTi	Banks, captives, independent lessors	Receive broker deals (lender side)	Not published	No

1. Ferrylend

Ferrylend is a web CRM for MCA and business-funding brokers. MCA gets the deepest tooling, but equipment is one of its deal programs, alongside loans, lines of credit, SBA and factoring, and it has a page for equipment finance brokers. The offer calculator prices equipment loans and leases next to an APR estimate it labels "not a disclosure". In the sample-data tour on Ferrylend's homepage, equipment cards sit on the same deals board as MCA, SBA, line of credit and term loan deals.

The workflow is shared across programs: a merchant application link, rule-based lender matching on "27 metrics" with a reason for each pass or fail, multi-lender submissions with stamped PDFs and a proof-of-submission file, offer comparison showing your commission, and commission tracking that matches a lender's statement CSV to funded deals. We cover each screen in our Ferrylend review.

Pricing: Core is $69/user/month ($59 billed annually) and Pro is $99/user/month ($84 annually), no seat minimum, per Ferrylend's plan page. There's a $999 setup fee, waived for workspaces created through December 31, 2026. There's no free trial; instead there's a sample workspace you can click through (no signup; asks for a work email to start) or a booked 30-minute call.

Limits: its site doesn't describe equipment-specific records (asset details, vendor or dealer management, rate cards) beyond the program type and the lease math, so an equipment-only shop gets less from it than from Leasepath. It's newer than the others here, so it has no independent reviews yet; we found none on G2, Capterra or Trustpilot as of October 2026. Submissions go by email or portal-assist with no lender APIs, there's no dialer or SMS yet (both are coming soon on its roadmap), and its security page says it has no SOC 2 report.

Pick it if: equipment is part of a mixed book and you want every product's submissions, offers and commissions in one place at a published price. Gold Penguin's Ferrylend listing has the plan summary.

2. Leasepath Broker Edition

Leasepath Broker Edition is the most equipment-specific broker CRM we found. Leasepath is now part of Solifi, and the Broker Edition page describes its customer precisely: small equipment finance brokers "with up to 10 users", who package credit-ready submissions "without having final credit authority, do not hold paper or discount deals, and expect funders to write final contract documents."

It's built on Microsoft Dynamics for Sales and adds equipment details, finance structure, pricing, quoting, documents and application intake to the deal. You select multiple funders, it builds a standardized package for each, and you "submit by email or direct API where available", then track each submission to closure. A funder dashboard shows look-to-book and approval ratios per funder. Quick Apply lets an applicant, dealer or vendor fill in an application with signatures and documents from a link, without a login. Email, SharePoint and Teams connect because it runs on Microsoft.

Pricing: not published. The page's only call to action is "Let's talk", and it doesn't say whether the Microsoft Dynamics licence is included.

Limits: capped at 10 users. Commission tracking isn't mentioned, and neither is anything for working capital or MCA beyond the word "working-capital". The page calls it "Introducing Leasepath Broker Edition" without a launch date, so it appears to be recent.

Pick it if: you're an equipment-only broker on Microsoft 365 and you want funder-by-funder approval data from the same company that builds lender software.

3. Equipment Broker Platform

Equipment Broker Platform calls itself "A New Age CRM Built For Broker's By Broker's!", for anyone "in the Equipment Finance or Cash Advance industry". It's run by the founder of a working-capital and equipment brokerage, and the same people run a training course, Equipment Broker School. The pitch is a CRM that arrives pre-loaded: "we have put together all the necessary tool's, fields, automations, and email's in one CRM", with automations that update deal stage and owner and remind reps to follow up.

Pricing: $129/user/month billed for a full year, or $149/user/month monthly, with "No minimum users", per its pricing page. Both plans include the same features (contact and task management, workflows, application tracking, file storage, reports). Setup fees and trials aren't published.

Limits: the site doesn't describe lender matching, funder submission packages, lease calculators or commission tracking. It has three pages (home, pricing, about) and doesn't name the CRM engine or its integrations.

Pick it if: you want a broker-configured CRM at a flat price and handle funder submissions by email yourself.

4. Equipment Finance Academy

Equipment Finance Academy sells "Broker training + the CRM that ties it together" to people starting out, with "no finance background needed". Its features page lists a pipeline with equipment structures (EFA, FMV, $1 buyout, 10% FMV) next to business loans, a lease calculator with "indicative market rates by FICO credit bucket", a lender directory, document checklists, a borrower intake link and one-click submission to "Equipment Finance Market Exchange" (the site doesn't say who operates it).

Pricing: $97 one time for the course and Level 1 CRM (a "limited-time introductory price" against a $297 regular price), with an optional Pro upgrade at $14.99/month or $149 lifetime for unlimited pipeline slots, email sequences and CSV export. "All course and platform sales are final once access is granted."

Limits: Level 1's pipeline limit isn't published, and there are no published details on team roles, data export, security or integrations. Its own earnings disclaimer says most buyers of business-opportunity training "do not earn back their investment".

Pick it if: you're brand new, working alone, and want lease math and a lender list while you learn. An established multi-rep shop will outgrow it.

5. HubSpot, Pipedrive, Zoho and Salesforce

Many equipment brokers run a general CRM with custom stages and fields for the asset, the vendor and each funder's decision. None of them knows what a lease structure or a funder package is, but they're mature and cheap to start.

• HubSpot Sales Hub: free for up to 2 users. Starter shows $7/seat/month on annual billing with a $20 list price struck through. Professional is $90/seat/month annually plus a required $1,500 onboarding fee.
• Pipedrive: $14 to $79 per seat per month billed annually, 14-day trial with no card. Premium ($59) adds web forms and e-signatures.
• Zoho CRM: free for 3 users; Standard is $14/user/month billed annually ($20 monthly) with custom modules for equipment records.
• Salesforce Sales Cloud: Starter Suite is $25/user/month; Pro Suite is $100/user/month billed annually. Cloudsquare Broker, a lending package on Salesforce with equipment financing workflows, starts at $75/user/month plus your Salesforce licence.

We compared the big three for brokers in HubSpot vs Salesforce vs Pipedrive for loan brokers.

Lessor platforms a broker usually doesn't buy

These three dominate "equipment finance software" searches. They're built for the funder that books the contract, then bills, collects, handles tax and insurance, and remarkets the asset at the end. A broker who hands the deal off at approval uses none of that. Where brokers appear on their sites, it's as a channel sending deals into the lender's system. None publishes a price or offers a trial.

• Solifi: "the unified platform for secured finance", for banks, independent finance firms and captives, covering origination, servicing and portfolio management. It says it's "Trusted by 350+ customers". If you're a small broker shop, its Leasepath Broker Edition (above) is the product meant for you.
• Odessa: lease and loan software "used by banks, captives, and independent financial institutions" for origination, servicing and remarketing. Its FAQ says "the complexity of each implementation precludes a free trial." (Note: odessa.com is an unrelated investment firm; the software is at odessainc.com.)
• LTi Technology Solutions (ASPIRE): formerly LeaseTeam, founded in 1989, with ASPIRE covering originations through accounting, UCC, insurance and portfolio servicing. Its comparison page lists "Broker Lessor" among business types, which fits a broker that keeps some deals on its own books.

The exception: if you're starting to fund or hold leases yourself, these are the systems to evaluate.

Worth knowing: vendor quoting tools (UK only)

Lease Quote Pro isn't a CRM. It's a branded quote tool a broker gives to equipment vendors so they can show lease payments at the point of sale on the broker's rates. It's a UK company priced at £200 plus VAT per month for unlimited vendors and users, with a 30-day trial; US availability and USD pricing aren't published. If dealer referrals drive your volume, it shows the kind of tool to pair with a CRM.

How to choose

• Equipment only, or mixed? If you also place working capital, MCA or SBA, a multi-product broker CRM such as Ferrylend fits better, while equipment-only shops get the most from Leasepath Broker Edition. For the wider field, see our business loan broker CRM picks, the SBA broker CRM roundup and, for MCA-heavy books, the best MCA CRM guide.
• Count your funders and how they take deals. If several accept API submissions, ask which ones a vendor connects to. If you email packages, matching and per-funder tracking matter more. Our guide to lender matching software covers that side.
• Price the whole stack. Add Microsoft or Salesforce licences, onboarding fees and setup charges to the seat price.
• Skip the back office. Servicing, collections and end-of-term remarketing are funder jobs. A pitch built around them isn't aimed at you.

FAQ

What CRM do equipment finance brokers use?

Either an equipment or lending-specific broker CRM (Ferrylend, Leasepath Broker Edition, Equipment Broker Platform and others) or a general CRM like HubSpot, Pipedrive or Salesforce set up with equipment stages and funder fields.

Do equipment finance brokers need leasing software?

Usually not. Leasing platforms like Solifi, Odessa and LTi's ASPIRE are for the company that books and services the lease. A broker needs a CRM that handles quotes, applications, funder packages and commissions.

How much does equipment finance broker software cost?

Among published prices: Ferrylend at $69 or $99 per user per month (plus a $999 setup fee, waived for workspaces created through December 31, 2026), Equipment Broker Platform at $129 to $149 per user per month, and Equipment Finance Academy at $97 one time. Leasepath Broker Edition and the lessor platforms are quote-only.

Is there a free CRM for equipment finance brokers?

Not an equipment-specific one among those we checked. HubSpot is free for up to 2 users and Zoho CRM for 3, but you'd set up the funder workflow yourself.

Whichever you shortlist, run one real deal through it, from vendor quote to funder approval, before you commit.

Disclosure: Ferrylend is made by Digital Mundo, a separate company with the same owner as Gold Penguin. We rank it first, and we've kept its drawbacks in plain view.