All-in-One AI CRM for Credit Repair Professionals

Handle more leads, stay compliant, and deliver faster results with smart automation and a centralized CRM built specifically for credit repair professionals

Staying on top of lead follow-ups, document collection, and client updates can overwhelm even the most experienced credit repair specialists. With built-in automation and AI tools, you can simplify your workflow, reduce repetitive tasks, and convert more leads—while maintaining compliance and delivering a smooth client experience.

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Common Use Cases for Credit Repair Businesses

Lead Intake & Qualification

Automatically capture and qualify leads from your website, landing pages, and social ads. AI screening ensures you prioritize ready-to-buy prospects while staying compliant.

Client Onboarding & Document Collection

Send automated onboarding sequences, collect ID and credit reports, and guide new clients through the steps—no manual chasing required.

Automated Dispute Follow-Up

Keep clients updated with automated status alerts for each credit bureau dispute stage. Build trust and reduce support tickets.

Appointment Scheduling & Reminders

Use AI-driven appointment booking with built-in reminders to reduce no-shows and increase consultation attendance.

Review & Testimonial Generation

Prompt satisfied clients to leave Google or Trustpilot reviews automatically—boosting your reputation without awkward asks.

Missed Call Handling

Let the built-in AI receptionist answer missed calls, qualify leads, and even book appointments when you’re off the clock.

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How the CRM & AI Features Help Credit Repair Businesses

AI-Powered Lead Workflows

Every incoming lead is automatically added to a smart follow-up sequence that includes emails, texts, voicemail drops, and even outbound calls—all powered by AI. The system intelligently adapts based on the lead’s responses and behaviors, pre-qualifying them and guiding them toward scheduling a consultation or signing up for services. This ensures consistent outreach without requiring a sales rep to lift a finger.

Onboarding & Compliance Automation

From the moment a client signs up, AI handles the heavy lifting—automating document requests, sending secure forms, and managing reminders. The system also helps you stay compliant by tracking every touchpoint and document submission with time stamps and audit trails. This eliminates guesswork, reduces human error, and keeps you aligned with industry regulations without adding extra admin tasks.

Voice AI Receptionist

Never miss a phone lead again, even after hours. The AI-powered receptionist can answer common questions, collect caller details like name and reason for inquiry, and even schedule consultations directly into your calendar. It ensures every potential client is acknowledged and supported quickly, creating a professional experience 24/7 while freeing your team from constant call monitoring.

Integrated Calendar & Payment Collection

Your scheduling and billing are built right in. Prospects can book appointments through your calendar, receive automated reminders, and pay consultation fees instantly via Stripe or PayPal. No need to juggle third-party tools or chase payments—everything flows through one streamlined system that keeps your pipeline full and your payments on time.

Real-Time Notifications & Dashboards

Get a bird’s-eye view of every client’s journey—from lead to closed file—through real-time dashboards and visual pipelines. Automated alerts notify you when a client uploads a document, misses a step, or needs attention. This helps you stay proactive, avoid bottlenecks, and manage a growing client base with fewer headaches.

Built-in Review Builder

After a successful milestone—like dispute resolution or credit score improvement—the AI identifies satisfied clients and automatically sends a personalized message encouraging them to leave a 5-star review. This system builds your online reputation steadily over time without your team needing to manually ask for reviews or follow up.

These are just a few examples of how Agentli's CRM and AI features can help marketing and digital agencies run more efficiently, improve client engagement, and drive better results across campaigns. There are many more features designed to support and scale your business. Let me know if you'd like further elaboration or adjustments!

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See Credit Repair Use Case

Graham Russo, owner of a credit repair company in Charlotte. Before Agentli, Graham was using five different tools to manage leads, follow up with clients, and track dispute progress. Since switching, he’s consolidated everything into one platform, automated his follow-ups, and shaved hours off his weekly workload.