Owedesk — CRM for Debt-Settlement Affiliate Shops
Owedesk is the only CRM purpose-built for debt-settlement affiliate shops. Dialer, AI coaching, lead distribution, commission tracking, and back-end servicer push — one login, one bill. Live in one 90-minute session.
Who it's for
Debt-settlement affiliate shops with 15–75 sales reps who need to enroll consumers in debt-relief programs. These are independent shops that find, qualify, and enroll clients, then push enrolled clients to a back-end servicer (Beyond Finance, Americor, ClearOne Advantage, NDR, or a custom Salesforce org).
The $15B debt-settlement industry is powered by affiliate shops that have been trapped between enterprise software (Salesforce — too expensive, needs consultants) and spreadsheets (no TCPA compliance, no audit trail). Owedesk was built to fill that gap.
What Owedesk does
- CRM with debt-domain model — Clients, qualifying debts, enrollment stages, and hardship status built in from day one. No custom fields needed to model a debt-settlement workflow.
- Browser-based dialer (BYO Twilio) — Bring your own Twilio account via API key. Click-to-dial from any client record. Recordings and transcripts auto-attach. No minutes markup.
- AI call coaching — Talk-ratio, sentiment analysis, and per-call scores. Manager review queue with threaded feedback. Weekly coaching digest emailed to managers.
- Lead distribution — Webhook intake from any lead vendor, round-robin distribution, live transfer to the next available agent. Filter by debt tier.
- Commission tracking — Tiered percentage rules per agent or team. Monthly summaries auto-calculate, reps see their own numbers, managers see the full floor. CSV export for payroll.
- Servicer push — Per-agent OAuth2 to Beyond Finance, Americor, ClearOne Advantage, NDR, or any custom Salesforce org. Tokens auto-refresh. Each rep maps to their own servicer.
- TCPA / DNC compliance — National DNC scrub included. Compliance enforced before the dial, not audited after the fact.
- White-label — Logo, favicon, colors, and sidebar theme. Demo as your own branded CRM on day one.
- Internal chat — DMs, channels, @mentions. Slack/Teams/Google Chat webhooks for back-end partners.
Pricing
- Starter — $99/user/month: 5–14 rep shops. CRM, dialer (BYO Twilio), call recording, one back-end servicer push, basic reports.
- Growth — $179/user/month: 15–50 rep shops. Everything in Starter plus AI transcription, weekly coaching digest, lead distribution (inbound + round-robin), multi back-end push (2 included), manager hierarchy, sandbox tenant.
- Scale — $249/user/month: 50+ rep shops. Everything in Growth (3 back-ends included) plus custom field mapping, SSO/SAML, audit log export, dedicated CSM, SLA.
- Enterprise — custom (~$300–400/user/month): Networks, holdcos, and back-end servicers. Unlimited back-ends, on-prem or private deployment, white-label, procurement review.
- Setup fee: $5,000 one-time. Includes a guided 90-minute onboarding call, Twilio account setup, A2P 10DLC registration, and data import from CSV.
- Pilot offer: First 30 days free for up to 10 reps. No card required. Billing starts automatically on day 31. Cancel any time before then at no cost.
Affiliate partnership opportunity
Owedesk pays commissions to affiliate partners who refer debt-settlement affiliate shops. If you operate in the debt-relief space and have relationships with shop owners or sales floor managers, you can earn a referral commission for every shop that signs up. Contact us to discuss partnership terms.
We are actively looking for referral partners, lead sources, and affiliate networks in the debt-settlement industry. Our ICP is the owner or VP of Sales of a 15–75 rep debt-settlement affiliate shop in the United States.
How to get started
Book a 30-minute call at owedesk.com. We'll learn about your current setup and show you how Owedesk fits your floor. Most shops are live and dialing before the call ends.
Contact
Website: owedesk.com
Email: hello@owedesk.com