CRM | Logixx

Built for the work

A general CRM stops where your operation starts.

Debt relief and consumer debt teams have specific workflows, base structures, compliance expectations, and process requirements. A vertical CRM does the work a generic sales tool can't reach.

Option A A generic sales CRM

Forced fit

×

Underwriting No native credit pull, no decision engine, no program assignment. Bolt on a third-party tool, then reconcile two systems by hand.

×

Workflow Pipelines built for opportunity stages, not file lifecycles. Triggers fire on deal value — not on consent, payment, or compliance state.

×

Telephony Click-to-call from a separate dialer, calls live somewhere else. Recordings, dispositions, and SMS scattered across vendors.

×

Compliance TCPA, DNC, and call-time rules are your problem to enforce. Audit trail lives in spreadsheets and screenshots.

×

Data model Contacts, deals, tasks. No concept of a debt file or a draft schedule. Custom fields, custom objects, custom reports — forever.

Option B Logixx CRM

Built for it

✓

Underwriting Native credit pull and decision engine, with profitability scoring. configurable per client · auto-enrolls files that pencil out.

✓

Workflow Stages, statuses, and actions designed around the file lifecycle. Triggers on credit event, draft, NSF, settlement, doc upload, consent.

✓

Telephony Built-in Dialogixx softphone + Logixx Voice call center suite. Calls, SMS, recordings, dispositions — all on the contact record.

✓

Compliance TCPA consent capture, DNC scrub, call-window guards, full audit trail. Enforced at the platform — not at the agent.

✓

Data model Files, debts, drafts, creditors, settlements, programs. The objects your team already talks about — built in.

Softphone on the record

A softphone that lives on the contact record.

Dialogixx isn’t a separate app parked next to the CRM — it’s built into every contact, lead, and account. Click to call, notes auto-log, dispositions move the pipeline, and the whole team works from one surface.

DIALogixx

(888) 624-8140 Active 00:00:09 Select Transfer to

Dialogixx is embedded inside every contact, lead, and account in Logixx CRM — so your team works from one surface, not two.

Click to dial from any record, extension, or list view.
Notes, dispositions, and outcomes auto-log to the contact record.
Pipeline stages move when a call ends with a qualifying outcome.
Works everywhere — iOS, Android, Mac, Windows, and web.

100% of calls auto-log 0 second tools <500ms sync latency

Logixx Voice + CRM one surface, one login, one invoice.

Workflow automation

Stages, statuses, and actions that fire themselves.

Define the lifecycle once. Triggers move files between stages on credit events, drafts, NSFs, settlements, doc uploads — anything you can write a rule against. Your team focuses on the calls; the CRM handles the routing.

Active rules · last 24h fires 38 rules · 2,116 fires

pipeline flow debt-relief / standard LIVE

View all files · last 7d · SLA on track 487 files

Lead 112 files

M. AlvarezTX$18.4k

R. KimFL$32.1k

D. PatelOH$11.9k

Qualified 74 files

B. ColeNV$26.7k

L. NguyenTX$19.2k

J. DavisTX$24.1k

Underwriting 61 files

T. WongCA$41.8k

J. DavisTX$24.1k

S. ParkWA$15.3k

Enrollment 89 files

A. ReyesAZ$22.0k

G. MathisGA$28.9k

F. AzizMI$16.5k

Active 118 files

P. GarciaNY$34.4k

N. SatoOR$20.1k

V. BrooksNC$27.6k

Settled 33 files

E. HoltCO$13.2k

Y. LiuIL$19.8k

K. AdlerUT$24.3k

triggers ruleset 38 active LIVE

Filter fired in last 60s 3

credit_pull.complete → underwriting idle

when credit_pull.status = "complete" and file.stage = "qualified" then move → underwriting · assign(role:UW) · notify(slack:#uw-queue)

fires/24h: 184 —

draft.NSF → recovery sequence idle

when draft.result = "NSF" and file.stage = "active" then status → at-risk · queue(call:retry-2d) · sms(template:nsf-1)

fires/24h: 41 —

consent.expired → block outbound idle

when consent.tcpa.age > 365d then block(outbound:voice,sms) · queue(reconsent-flow)

fires/24h: 12 —

Activity

F-92140 · qualified → underwriting+0.2s

F-91802 · draft NSF · status at-risk+12s

F-89311 · consent expired · outbound blocked+38s

Visual stage builder Conditional triggers Time-based actions SLA & queue routing

Triggers can call actions · statuses · webhooks

Underwriting engine

Underwriting that thinks like your shop does.

Pull credit, run your conditions, return a decision in seconds. Custom rules per program, per state, per bureau. The CRM enrolls only the files that actually pencil out.

Median decision time 3.4s · 1,184 files / 24h

01 · input file F-92140 LIVE

JD

James Davis

applicant · TX · enrollment program

Enrolled debt$24,180

Income (mo)$5,420

Creditors7

StateTX

Credit pull pulling

Bureau A — queued

Bureau B — queued

Bureau C — queued

Mid score—

DTI—

Tradelines—

02 · evaluator ruleset debt-relief / TX / v6.2 LIVE

Conditions evaluated 0 / 8 · configurable per client

✓

Minimum enrolled debt debt >= $10,000 → $24,180 ✓

pass

✓

State licensure (TX) licensed in TX · program permitted ✓

pass

✓

DTI within program ceiling DTI <= 65% → 51.4% ✓

pass

!

Active collections 2 found · within tolerance, route to enroll w/ note

flag

✓

No active bankruptcy 7-yr lookback · clean ✓

pass

✓

Income verifies vs creditor mix $5,420/mo · supports 36-mo program ✓

pass

✓

Profitability floor (ROI model) est. margin >= 18% → 22.6% ✓

pass

✓

TCPA consent on record webform · timestamp · IP captured ✓

pass

03 · decision returned in — LIVE

Underwriter result

Approved 7 / 8 pass · 1 flag

Program assigned Debt Relief · 36-month · Tier B

Monthly draft$486

Term36 mo

Settlement target48%

Est. savings$11,544

Estimated ROI +22.6%

floor 18% this file 22.6%

Next stage: enrollment-docs · assigned to Lina T.

Custom rule sets per program State guideline library Profitability model Auto-enroll on approve

Hooks into actions · stages · statuses

Compliance

TCPA, DNC, and call-time rules enforced at the platform.

Every outbound call and SMS clears a preflight check before it leaves the system. Consent on record, scrubbed against DNC, inside the local call window, throttled per state. Your audit trail is just the byproduct.

Last 24h preflights 38,412 cleared · 1,206 blocked

preflight contact F-92140 RUNNING

JD

James Davis +1 (512) 555-0184 · TX · mobile

Action outbound voice

✓

TCPA consent on record webform · captured 2026-04-19 14:02:11 · IP 173.20.x.x · 364d remaining

pass

✓

Federal DNC scrub checked 2026-04-20 14:18:02 · not on registry

pass

✓

State DNC + internal suppression TX registry clear · internal do-not-contact list clear

pass

✓

Local call-window guard recipient TZ America/Chicago · 14:18 local · within 8a–9p ✓

pass

!

Per-contact frequency cap 2 / 3 outbound today · within cap, near limit

flag

✓

Caller-ID + state licensure match DID +1 619 555-0142 · licensed in TX ✓

pass

Preflight result Cleared to dial

Decision time 142 ms

audit log tenant lendbeyond STREAMING

Window last 60 min · all events 1,418