Overview

Resolve is an AI-native CRM built specifically for debt settlement operations. It unifies sales, client servicing, negotiation, and management visibility into a single platform powered by six AI workers: Maya (AI voice intake), Aria (guided self-enrollment), AI call scoring, Penny (inbound support), Scout (bulk settlement automation), and Sage (AI data assistant). The platform includes a common inbox for multi-channel client conversations, real-time funds tracking, POA automation, live ops dashboards, and Pulse for churn detection. It offers TCPA-safe outreach, consent capture, recorded calls, and an immutable activity log. Migration from existing CRMs is handled end-to-end by the Retape team, with pilots typically launching within 30 days and full migration in 4-10 weeks. The product is used by leading debt relief companies.

Key Features

AI voice intake (Maya)

Handles after-hours calls, overflow, and missed-call recovery with a voice agent trained for debt relief intake.

Guided self-enrollment (Aria)

Chatbot-assisted flow with automated follow-ups that walks leads through self-enrollment end-to-end.

AI call scoring

Scores every sales call for compliance, performance, objections, and coaching — not just a sample.

Inbound support (Penny)

First line of response for common client questions, requests, and status updates via SMS and voice campaigns.

Common inbox

Manages client conversations across channels in one place — no dropped balls.

Bulk settlement automation (Scout)

Runs scrub-to-settlement for bulk creditors end-to-end with zero manual work, including real-time funds tracking and settlement creation.

POA automation

Sends and tracks POAs without manual faxing, follow-up, or spreadsheet coordination.

AI data assistant (Sage)

Allows asking CRM questions in plain English to generate reports without SQL or manual data pulls.

Churn detection (Pulse)

Identifies clients at risk of churn before they cancel, with recommended next actions.

Live ops dashboards

Rolls up sales, servicing, and negotiation KPIs into one operator view.

TCPA-safe outreach and compliance

Includes consent capture, recorded calls, and an immutable activity log behind every action — defensible by default.

End-to-end migration support

Retape team migrates contacts, payment schedules, account notes, documents, and call history from existing CRM with verification before cutover.

Pros & Strengths

✓

End-to-end AI automation: Six AI workers handle intake, communication, negotiation, and reporting, freeing human teams for judgment calls.

✓

Faster time to value: Most operators run pilots within 30 days; full migration typically completes in 4-10 weeks.

✓

Compliance by design: TCPA-safe outreach, consent capture, recorded calls, and immutable activity logs provide defensible compliance.

✓

Unified platform: Combines CRM, dialer, payment tracking, and analytics in one system with live integrations.

✓

Proven with leading debt relief companies: Used by top debt relief operators today, indicating market validation.

Cons & Tradeoffs

⚠

Pricing transparency: Cost structure is not publicly disclosed, requiring direct inquiry for budget planning.

⚠

Migration timeline variability: Full migration can take 4-10 weeks depending on integrations and data complexity.

⚠

Platform complexity: Comprehensive feature set may require significant onboarding and change management for teams.

Pricing & Plans

Model: custom

Pricing is not publicly disclosed; custom quotes available upon direct contact with Retape.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-20

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