Case Study: Merchant ReFi achieves automated, scalable outbound dialing and CRM-driven growth with ReadyMode

Merchant ReFi’s Digital Transformation with ReadyMode

Merchant ReFi, a business funding firm that has provided over $100M to thousands of businesses, needed to move off manual dialing to a scalable, all‑in‑one solution after a competing dialer proved inefficient and costly. They sought a reliable outbound dialing and CRM platform and evaluated ReadyMode’s outbound dialer and built‑in CRM to replace their manual VOIP and paper‑based processes.

ReadyMode implemented its predictive/outbound dialer, built‑in CRM, reporting and queue/lead automation, allowing Merchant ReFi to automate lead management, prioritize agents and workflows, and reduce manual work. The ReadyMode deployment helped them save hundreds of hours a year, expand to 10+ seats, and reach “Live Answers 500 per Agent,” enabling the team to hit growth goals and improve ROI.

Merchant ReFi

Jack Jeter

Chief Executive Officer & Founder