Meritus Capital: Revenue System Map

Website CTA

Get Funded button

Opens application in Decipher

Web form

Contact form (Meritus)

8 leads / 30d · last Jul 7

Web form

Contact form (REV)

Silent 52 days

Chatbot

Twine

Monitored; re-point before Aug 1

Partner / broker

PandaDoc submissions

No leads in 36 days

Outbound + enrichment

Apollo

1,411 leads / 30d · batches

Agency

Peachy

LinkedIn quiet since Jun 19

Legacy enrichment

Cognism

17,876 open leads to reassign

Manual LinkedIn

Buzz AI

Runs outside Salesforce

Loan origination

Decipher Credit

Sync endpoint still off (Jul 9)

Glue layer

Zapier

No error surface in SF

Nurture

GHL

Nurture on; inbound silent since Dec

Cold email

Instantly

Paused since May 1

Back office

FactorSoft

Funded client management

Telephony

RingCentral

Dialer target; SMS blocked

Telephony

CloudTalk

Uninstalled (verified Jul 9)

Email sync

Match My Email

Endpoints removed; confirm retire

Experience Cloud

Broker portal

Guest profiles

Native reporting

326 reports / 32 dashboards

56% of reports unused 90+ days