The AI debt settlement CRM that checks the rules before anyone acts.
Yati CRM is the AI debt settlement CRM for MCA debt resolution: LLMs on every call and letter, automated programs, and a compliance gate on every action. We also implement Salesforce for a wide range of industries, around how your operation actually works.
- 5+ systems delivered
- Debt settlement · Salesforce
- Zero generic templates
Compliance overview
Rule set v14 · active · enforced server-side
Actions checked
1,284
+12%
Blocked
37
−4%
Awaiting approval
5
2 urgent
Settled today
$214,600
+8%
Gate decisions per hour
Top block reasons
- No SMS consent41%
- Outside calling window28%
- Daily contact limit19%
- Fee above cap12%
Live decisions
streaming- DRBlocked
SMS follow-up
Daniel Reyes · No SMS consent on file
- MCAllowed
Outbound call
Maria Chen · Inside calling window
- JOReview
Change draft date
James Okafor · 3 of 5 notice days given
- PPAllowed
Enrollment contract
Priya Patel · Fee cap verified
- LRAllowed
Settlement offer
Luis Romero · Fund covers 6 payments
What we build
Two ways we run your operation better
Yati CRM
The AI debt settlement CRM. LLMs work every call and letter, rules run the program, and a compliance gate checks every action first.
- LLM call assist and wrap-ups
- Automated programs and drafts
- Compliance gate on every action
Explore Yati CRM
Salesforce
Salesforce configured around how your teams work, from law firms to financial services and technology companies, not a generic sales pipeline.
- Workflow mapping first
- Integrations and migration
- Post-launch support
See Salesforce implementation
Yati CRM
AI on every call. Automation on every task. A gate on every action.
LLMs transcribe and assist live calls, write the wrap-up and read funder letters. Offers, contracts and draft schedules run by your rules. Every call, text, contract and settlement passes the compliance gate first, and your team approves what the AI proposes.
01
Leads arrive
Affiliate leads land with consent status attached.
02
Enroll
Payment plan, disclosures and a signed contract.
03
Service
Drafts, amendments and notices checked against rules.
04
Negotiate
Offers and counters with MCA funders across every channel.
05
Approve
Fund check, then the client approves from their phone.
06
Keep informed
A portal with progress, uploads and guided chat.
How we work
Software built around your workflow, not someone else's
The businesses that struggle most with technology rarely chose the wrong software. They chose the right software for a different business. So every project starts with how your operation runs today.
About YATI Technology →01
Map your workflow
A free strategy call where we map how leads, clients, payments and data actually move through your operation.
02
Choose the fit
Yati CRM, a Salesforce implementation or both, whichever fits your situation, and we tell you why.
03
Build with your team
We deliver in phases with your team involved, so they know the system before it goes live.
04
Launch and stay
We stay engaged after go-live, fixing issues fast and refining the system from real use.
Insights
From the blog
Salesforce for Law Firms
Salesforce for Law Firms: What a Proper Legal Case Management Implementation Looks Like
Salesforce for law firms, from a team that has implemented it: what a legal case management implementation actually involves.
5 min read
Merchant Cash Advance Software
How MCA Companies Calculate Factor Rates and Why Most Software Gets It Wrong
A technical guide to MCA payment calculations including factor rates, holdback, daily remittance, and multi-position tracking.
5 min read
Debt Settlement CRM
Debt Settlement CRM vs Generic CRM: A Feature by Feature Breakdown for Settlement Companies
Comparing purpose built Debt Settlement CRM software against generic CRM platforms across the features that matter to settlement companies.
5 min read
FAQ
Frequently asked questions
What does YATI Technology build?
YATI Technology builds Yati CRM, the debt settlement CRM for MCA debt resolution, and delivers Salesforce implementations for a wide range of industries. Every system is set up around the specific workflow of the client.
Who is Yati CRM for?
Companies that resolve merchant cash advance debt for small businesses. Yati CRM runs the whole lifecycle in one system, from the first dial on any call center platform to graduation, with AI call assist, payment plans, payment processor sync and a compliance gate on every action.
Which industries do you implement Salesforce for?
A wide range, including law firms, financial services, debt resolution, technology, professional services and real estate. YATI Technology has implemented Salesforce for multiple law firms, solving client management, case tracking and communication history.
What does a Salesforce implementation include?
Workflow mapping, custom objects and automation, integrations with your other systems, data migration, reports and dashboards, training for each role and support after go-live.
How do we get started?
Book a free 30-minute strategy call. We map how your operation works today and recommend Yati CRM, Salesforce or both, with no obligation.
Tell us how your operation runs. We will show you the system built around it.
A free 30-minute strategy call. We map your workflow, show you where your tools create friction, and give you an honest recommendation.