Every debt enquiry qualified and with an adviser in seconds.

Debt Lead Management System captures leads from your forms, ads and introducers, checks consent and duplicates, qualifies them on debt level and creditors, and routes each one to the right adviser before it goes cold.

Start your free trialSee pricing

For IVA, DMP and DRO firms in the UK and debt relief companies in the US.

New lead from Google Ads

Hannah Wright

Unsecured debt£18,450
Creditors6
Monthly surplus£215
  • ✓Consent recordedwording, time, IP
  • ✓Not a duplicatelast 30 days
  • ✓Debt over £5,000, 2+ creditorsIVA group
  • ✓Postcode validLS1 4AP
SP
Assigned to Sarah PatelRound robin, 3.8 seconds after submit
Qualified

One path from enquiry
to signed client

Each lead follows the same five stages, so nothing waits in an inbox and every adviser knows what to do next.

Stage 1

Capture

Hosted and embeddable forms, a lead API for vendors and landing pages, and manual entry. Source and campaign are tagged automatically.

Stage 2

Qualify

Consent, duplicates and your rules (minimum debt, number of creditors, postcode or ZIP) are checked before anyone picks up the phone.

Stage 3

Distribute

Round robin, weighted by adviser, or only to people marked available. Managers can reassign in bulk.

Stage 4

Work the lead

One timeline per customer: calls, notes, status changes and tasks, with the debt profile beside it.

Stage 5

Measure

Conversion by source, campaign and adviser, so you know which ad spend turns into signed cases.

Built around a debt case,
not a generic contact

The lead record holds what an adviser needs on the first call, and the compliance trail a regulator expects to see.

The debt profile

Captured on the form, editable on the record, used for qualification and reporting.

Total unsecured debtNumber of creditorsMonthly incomeMonthly outgoingsSurplusEmploymentHomeowner or tenantDebt typesProduct interest

Products: IVA, DMP, DRO, bankruptcy and trust deed in the UK. Debt settlement, consolidation, credit counselling and tax debt in the US.

Compliance you can show

  • Consent trailThe exact wording agreed to, with time, IP address and TrustedForm certificate.
  • Vulnerable customer flagMarked on the record with a note, for Consumer Duty and fair treatment.
  • Do not contactOpt-outs are flagged and greyed out in every list.
  • Full activity historyWho assigned, called, changed status or edited the lead, and when.
A lead record in Debt Lead Management System

Sell it to your
own clients,
under your name

Run a lead generation agency or a network of firms? Give each client their own CRM with your brand on it. They never see ours.

  • Your logo, name and coloursOn the sign-in page, the app and the lead forms.
  • Your domaincrm.yourcompany.com, or a subdomain we host for you.
  • Your pricesSet each client's plan, seats and discount from your own admin panel.
A white-labelled CRM dashboard

Pricing that fits
how you buy leads

Pay a flat fee, per adviser, per lead, or by monthly volume. Every plan starts with a free trial and includes capture, routing, qualification and the full lead record.

Starter

Flat monthly fee for small teams

£49 / month

One fixed price, whatever your lead volume.

  • 3 users
  • 1,000 leads a month
  • 2 lead groups
  • Hosted & embeddable lead forms
  • Lead capture API
  • Source, campaign & adviser reports
  • White label add-on £29
Start 14-day free trial

Team

Pay per user

£29 / user / month

Pay only for the people who log in.

  • As many users as you need
  • 10,000 leads a month
  • Unlimited lead groups
  • Hosted & embeddable lead forms
  • Lead capture API
  • Source, campaign & adviser reports
  • White label add-on £49
Start 14-day free trial

Pay As You Go

Base fee plus per-lead usage

£25 / month

Includes 100 leads, then £0.50 per lead.

  • Unlimited users
  • Unlimited leads a month
  • Unlimited lead groups
  • Hosted & embeddable lead forms
  • Lead capture API
  • Source, campaign & adviser reports
  • White label
Start 14-day free trial

Volume

Price by monthly lead volume

£99 / month

Up to 1,000 leads: £99 · Up to 5,000 leads: £249 · Up to 20,000 leads: £599 · Unlimited leads: £999

  • Unlimited users
  • Unlimited leads a month
  • Unlimited lead groups
  • Hosted & embeddable lead forms
  • Lead capture API
  • Source, campaign & adviser reports
  • White label
Start 14-day free trial
For agencies & resellers

Agency White Label

Your brand, your domain, yearly billing

£199 / user / year

Plus £990 platform fee, 5 users included.

  • As many users as you need
  • Unlimited leads a month
  • Unlimited lead groups
  • Hosted & embeddable lead forms
  • Lead capture API
  • Source, campaign & adviser reports
  • White label: your brand
  • Your own domain
Start 14-day free trial

Prices exclude VAT. No contract: change plan or cancel at any time. Need more users, leads or a custom setup? Talk to us about a tailored plan.