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Pricing

Yati CRM pricing, quoted for your operation.

Every company runs Yati CRM in its own environment, so we price what you actually run: your team, your volume and your integrations. The compliance gate, AI and audit trail come with every deployment.

Get a quote See what's included

Yati CRM

Custom quote

For companies that resolve MCA debt for small businesses.

Book a demo
  1. 1

    Book a demo

    See Yati CRM on demo data, with the compliance gate and AI at work.

  2. 2

    Workflow review

    We map your program, team, volume and integrations.

  3. 3

    Written quote

    A quote covering the CRM, onboarding and what runs in your environment.

Included in every deployment

  • Compliance gate

    Every call, text, email, contract, draft change and settlement checked first.

  • AI and LLMs

    Live call assist, AI wrap-ups, funder letter reading and a cited knowledge base.

  • First dial to graduation

    Lead lists, live transfers, deals, payment plans, e-signature, drafts and graduation alerts.

  • Client portal

    Passwordless sign-in, settlement approvals and letter uploads from the client's phone.

  • Audit trail

    Every change, approval and gate decision recorded in an append-only log.

  • Your own environment

    A separate environment with its own data, storage and encryption keys.

Your quote

What shapes the price

Five things decide what Yati CRM costs for your company. We go through each one in the workflow review.

Team size

How many Openers, Closers and customer service reps work in the CRM.

Program volume

Active clients and leads, which shape storage, calls and processing.

Calls and AI usage

Calling and texting volume, and how widely AI call assist and letter reading are used.

Integrations

Your call center platform, payment processors, legal networks, lead sources and any other system you connect.

Onboarding

Data migration from your current CRM, rule settings review and team training.

Looking for a Salesforce implementation instead? That is a scoped project:Salesforce for law firms ·Salesforce implementation.

One platform

One quote instead of a stack of tools

Many MCA debt resolution companies pay for a CRM, then for the custom work that connects it to the dialer, e-signature, processors and legal networks, then add compliance checks by hand. Yati CRM brings that work into one system, so your quote covers one platform your team learns once.

Calls run through the call center platform you choose, drafts through your payment processor, contracts through built-in e-signature, and AI inside your own environment. We explain in the workflow review how each of these is set up and charged for your volume.

Buyer's guide

Six pricing questions to ask any debt settlement CRM vendor

Ask every vendor the same questions, including us, so you compare like for like rather than headline prices. The cheapest licence is rarely the cheapest system once onboarding, usage and the cost of leaving are counted.

  1. 01

    What is the price based on?

    Users, active clients, enrolled debt or a flat fee. Each model rewards a different kind of growth, so check which fits your plans.

  2. 02

    What does onboarding cost?

    Data migration, configuration and training are often priced separately. Ask for them in writing with the licence.

  3. 03

    How is usage charged?

    Calling, texting, e-signature and AI usage can be bundled or billed by volume. Ask how each one is charged as you grow.

  4. 04

    Are compliance changes included?

    When rules change, find out whether updates to the rule set and disclosures cost extra.

  5. 05

    Where does the data live?

    Shared multi-tenant hosting and a dedicated environment carry different costs and different risk.

  6. 06

    What happens if you leave?

    Ask how you get your data out, in what format, and whether there is a fee.

  1. 1Book a demoSee Yati CRM on demo data, with the compliance gate and AI at work.
  2. 2Workflow reviewWe map your program, team, volume and integrations.
  3. 3Written quoteA quote covering the CRM, onboarding and what runs in your environment.
Every quote is in writing and covers onboarding as well as the CRM.

FAQ

Questions about pricing

How much does Yati CRM cost?

Yati CRM is quoted per company, based on team size, program volume, calling and AI usage, integrations and onboarding. Book a demo and we will send a written quote after a short workflow review.

Why is there no list price?

Each company runs in its own environment with its own data, storage and keys, and MCA debt resolution operations vary widely in size. A quote reflects what you actually run instead of a tier that does not fit.

Are the compliance gate and AI included?

Yes. The compliance gate, audit trail and security model are part of every deployment, and the AI features are part of the product. AI can be turned off company-wide in Settings.

Do you help us move from our current CRM?

Yes. Onboarding covers migrating your data, reviewing your rule settings and training each team on the workflows they use.

Can we see Yati CRM before getting a quote?

Yes. Every quote starts with a demo on demo data, so you can see the compliance gate, AI call assist and client portal before discussing price.

Is onboarding included in the quote?

The written quote covers onboarding alongside the CRM: data migration, rule settings review and team training, so there are no separate surprises later.

Get a price for your program

Book a demo, tell us about your team and volume, and we will send a written quote.

Book a demo