All-in-One AI CRM for Debt Settlement Professionals
Convert more leads, automate follow-ups, and close more enrollments with a fully integrated AI-powered CRM built for debt relief and financial service providers.
Handling inbound leads, missed calls, follow-ups, and pipeline tracking can overwhelm even experienced debt consultants. With AI automation and a custom CRM designed for the debt settlement space, you can streamline daily tasks, automate conversations, and close more enrollments—without wasting time on manual work or losing leads due to slow response times.
Common Use Cases for Debt Settlement Providers
Lead Capture & Instant Qualification
Capture leads from web forms, landing pages, and ad campaigns. AI instantly qualifies leads based on debt amount, credit score, and state, then routes them to your pipeline—ensuring you only speak with high-intent prospects.
Automated Debt Consult Scheduling
Let clients schedule debt consultations directly on your calendar. Automated confirmations and reminders reduce no-shows while giving your team more time to close deals.
Debt Program Education & Drip Campaigns
Send pre-written sequences that educate leads about your process, address objections, and explain the benefits of debt settlement—automatically, and personalized by lead type.
Missed Call Handling & AI Assistant
When your team is unavailable, the AI answers calls, gathers essential info like debt amount and type, and even books a consult—ensuring no lead slips through the cracks.
Credit Profile Collection & Compliance Prompts
Automatically request credit report uploads or authorization forms, and remind leads to complete onboarding steps—keeping your process compliant and smooth.
Review Requests & Referral Automation
After enrollment, the system follows up with satisfied clients for reviews and referrals—building trust and generating new business without manual outreach.
How Agentli’s Features Help Your Debt Settlement Business
AI-Powered Lead Workflows
Inbound leads from paid ads, SEO, or referral partners are funneled into AI-powered sequences that adjust based on credit status, debt type, and readiness. Whether the lead is cold or hot, our CRM personalizes the message cadence—driving engagement and increasing your chances of converting every opportunity.
Automated Consult Booking
Avoid the endless phone tag. Leads can instantly pick a time on your calendar. They receive automatic reminders and confirmations, cutting down no-shows and freeing your team from repetitive scheduling tasks.
Voice AI Receptionist
Your always-on AI receptionist answers inbound calls, qualifies the lead based on predefined criteria, and either books a consultation or redirects them to a secure intake form. It's like having a trained rep answering every call—even after hours.
Integrated Forms & eSign Workflow
Easily send secure intake forms, client agreements, and disclosures with built-in eSignature support. Track progress, send reminders, and close deals faster while staying compliant and paperless.
Custom Pipelines & Progress Tracking
Track where each client stands—from initial inquiry to enrolled and onboarded. View status, revenue potential, and next actions in one clean dashboard, with automated reminders and task assignments keeping your team efficient.
Review & Referral Engine
After enrollment, satisfied clients are automatically prompted to leave reviews and refer friends or family in need of help. These touchpoints are fully customizable and timed for peak response—helping build trust and reputation organically.
These are just a few examples of how Agentli's CRM and AI features can help debt settlement 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!
“Doubled My Monthly Enrollments Without Hiring”
⭐⭐⭐⭐⭐
"Before switching to this system, I was juggling spreadsheets, missed calls, and no-shows. Now everything flows—from lead to enrollment—with automations doing the heavy lifting."
Marcus Allen, Senior Debt Consultant, Freedom Path Financial, Orlando, FL
“Calls, Consults, and Contracts… All Handled”
⭐⭐⭐⭐⭐
"I finally feel in control of my pipeline. Leads get handled fast, clients book their own calls, and the system even follows up for signatures. Game changer.”
Danielle Cruz, Co-Founder, Bright Debt Solutions, San Diego, CA
“AI That Actually Converts”
⭐⭐⭐⭐⭐
"The voice agent qualifies calls, books meetings, and even follows up on paperwork. My team focuses on enrolling—not chasing people down.”
Victor Delgado, Debt Counselor, ResolveRight, El Paso, TX
“A System That Pays for Itself”
⭐⭐⭐⭐⭐
"We enrolled more clients in 30 days using this than we did in 2 months before. Follow-ups, contracts, and reminders all run like clockwork.”
Jasmine Roy, Client Success Director, Summit Debt Advisors, Denver, CO
“Perfect for Smaller Teams”
⭐⭐⭐⭐⭐
"I used to worry about missing leads. Now the CRM and AI agent work together to keep everything moving—even when I’m offline or in a meeting.”
Arjun Patel, Owner, National Debt Pros, Newark, NJ
“Client Experience Went Through the Roof”
⭐⭐⭐⭐⭐
"Clients feel taken care of, from day one. Every step is clear, fast, and professional. Plus we’re getting more 5-star reviews than ever.”
Shannon Lee, Director of Operations, FreshStart Relief Group, Seattle, WA
“Doubled My Monthly Enrollments Without Hiring”
⭐⭐⭐⭐⭐
"Before switching to this system, I was juggling spreadsheets, missed calls, and no-shows. Now everything flows—from lead to enrollment—with automations doing the heavy lifting."
Marcus Allen, Senior Debt Consultant, Freedom Path Financial, Orlando, FL
“Calls, Consults, and Contracts… All Handled”
⭐⭐⭐⭐⭐
"I finally feel in control of my pipeline. Leads get handled fast, clients book their own calls, and the system even follows up for signatures. Game changer.”
Danielle Cruz, Co-Founder, Bright Debt Solutions, San Diego, CA
“AI That Actually Converts”
⭐⭐⭐⭐⭐
"The voice agent qualifies calls, books meetings, and even follows up on paperwork. My team focuses on enrolling—not chasing people down.”
Victor Delgado, Debt Counselor, ResolveRight, El Paso, TX
“A System That Pays for Itself”
⭐⭐⭐⭐⭐
"We enrolled more clients in 30 days using this than we did in 2 months before. Follow-ups, contracts, and reminders all run like clockwork.”
Jasmine Roy, Client Success Director, Summit Debt Advisors, Denver, CO
“Perfect for Smaller Teams”
⭐⭐⭐⭐⭐
"I used to worry about missing leads. Now the CRM and AI agent work together to keep everything moving—even when I’m offline or in a meeting.”
Arjun Patel, Owner, National Debt Pros, Newark, NJ
“Client Experience Went Through the Roof”
⭐⭐⭐⭐⭐
"Clients feel taken care of, from day one. Every step is clear, fast, and professional. Plus we’re getting more 5-star reviews than ever.”
Shannon Lee, Director of Operations, FreshStart Relief Group, Seattle, WA
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