Debt CRM - Protects the book
Chargebacks tracked themselves. Now recover them.
Debt CRM connects to your Gmail, detects chargeback emails from carriers automatically every hour, and builds a live debt ledger per agent. Then it gives you the workflows to actually collect.
- Hourly Gmail scan for carrier chargeback emails
- Debt tracked per agent with NPN, license, and carriers
- Structured recovery workflows
- On-platform agent messaging
Automatic chargeback detection
Connect Gmail once. Debt CRM scans the inbox every hour, recognizes chargeback notices from carriers, and logs the debt automatically. No manual entry, no chargeback slipping through a crowded inbox.
A real ledger per agent
Every agent gets a debt profile: NPN, license details, contracted carriers, and a running balance of what they owe across every carrier. When an agent leaves, you know the exposure in one click.
Recovery workflows, not spreadsheets
Move each debt through a structured recovery pipeline: notified, acknowledged, on a payment plan, recovered, written off. Every touch is logged, so nothing stalls silently.
Message agents on platform
Repayment conversations happen inside Debt CRM, attached to the debt record. Notices, plans, and agreements in one thread instead of scattered texts you cannot find later.
See the whole exposure
Roll up chargeback debt by agent, carrier, and month. Know exactly how much of the book is at risk and whether recovery is trending the right way.
Works with the rest of the platform
See Debt CRM on your own book.
Book a walkthrough and we will map it to your carriers, your team, and your lead flow.
Book a demo