Starter
Flat monthly fee for small teams
£49/ month
One fixed price, whatever your lead volume.
- 3 users
- 1,000 leads a month
- 2 lead groups
- Hosted & embeddable lead forms
- Lead capture API
- Source, campaign & adviser reports
- White label add-on £29
Every debt enquiry qualified and with an adviser in seconds.
LeadPilot captures leads from your forms, ads and introducers, checks consent and duplicates, qualifies them on debt level and creditors, and routes each one to the right adviser before it goes cold.
For IVA, DMP and DRO firms in the UK and debt relief companies in the US.
New lead from Google Ads
Hannah Wright
09:41:07
Unsecured debt£18,450
Creditors6
Monthly surplus£215
- ✓Consent recordedwording, time, IP
- ✓Not a duplicatelast 30 days
- ✓Debt over £5,000, 2+ creditorsIVA group
- ✓Postcode validLS1 4AP
SP
Assigned to Sarah PatelRound robin, 3.8 seconds after submit
QualifiedOne path from enquiry to signed client
Each lead follows the same five stages, so nothing waits in an inbox and every adviser knows what to do next.
- Stage 1
Capture
Hosted and embeddable forms, a lead API for vendors and landing pages, and manual entry. Source and campaign are tagged automatically.
- Stage 2
Qualify
Consent, duplicates and your rules (minimum debt, number of creditors, postcode or ZIP) are checked before anyone picks up the phone.
- Stage 3
Distribute
Round robin, weighted by adviser, or only to people marked available. Managers can reassign in bulk.
- Stage 4
Work the lead
One timeline per customer: calls, notes, status changes and tasks, with the debt profile beside it.
- Stage 5
Measure
Conversion by source, campaign and adviser, so you know which ad spend turns into signed cases.
Built around a debt case, not a generic contact
The lead record holds what an adviser needs on the first call, and the compliance trail a regulator expects to see.
The debt profile
Captured on the form, editable on the record, used for qualification and reporting.
Total unsecured debtNumber of creditorsMonthly incomeMonthly outgoingsSurplusEmploymentHomeowner or tenantDebt typesProduct interest
Products: IVA, DMP, DRO, bankruptcy and trust deed in the UK. Debt settlement, consolidation, credit counselling and tax debt in the US.
Compliance you can show
- Consent trailThe exact wording agreed to, with time, IP address and TrustedForm certificate.
- Vulnerable customer flagMarked on the record with a note, for Consumer Duty and fair treatment.
- Do not contactOpt-outs are flagged and greyed out in every list.
- Full activity historyWho assigned, called, changed status or edited the lead, and when.
Sell it to your own clients, under your name
Run a lead generation agency or a network of firms? Give each client their own CRM with your brand on it. They never see ours.
- Your logo, name and coloursOn the sign-in page, the app and the lead forms.
- Your domaincrm.yourcompany.com, or a subdomain we host for you.
- Your pricesSet each client's plan, seats and discount from your own admin panel.
Pricing that fits how you buy leads
Pay a flat fee, per adviser, per lead, or by monthly volume. Every plan includes capture, qualification, routing and the full lead record.
Team
Pay per user
£29/ user / month
Pay only for the people who log in.
- As many users as you need
- 10,000 leads a month
- Unlimited lead groups
- Hosted & embeddable lead forms
- Lead capture API
- Source, campaign & adviser reports
- White label add-on £49
Pay As You Go
Base fee plus per-lead usage
£25/ month
Includes 100 leads, then £0.50 per lead.
- Unlimited users
- Unlimited leads a month
- Unlimited lead groups
- Hosted & embeddable lead forms
- Lead capture API
- Source, campaign & adviser reports
- White label
Volume
Price by monthly lead volume
£99/ month
Up to 1,000 leads: £99 · Up to 5,000 leads: £249 · Up to 20,000 leads: £599 · Unlimited leads: £999
- Unlimited users
- Unlimited leads a month
- Unlimited lead groups
- Hosted & embeddable lead forms
- Lead capture API
- Source, campaign & adviser reports
- White label
Agency White Label
Your brand, your domain, yearly billing
£199/ user / year
Plus £990 platform fee, 5 users included.
- As many users as you need
- Unlimited leads a month
- Unlimited lead groups
- Hosted & embeddable lead forms
- Lead capture API
- Source, campaign & adviser reports
- White label: your brand
- Your own domain
Prices exclude VAT. No contract: change plan or cancel at any time. Need more users, leads or a custom setup? Talk to us about a tailored plan.
Questions firms ask us
How do our existing lead vendors send leads in?
Give each vendor an API key and your lead group ID. They post leads as JSON and get an immediate answer: accepted, duplicate, or rejected with the reason. Zapier and Make can post to the same endpoint.
What happens to leads that don't qualify?
They are kept, marked "Not qualified" with the reason (for example, debt below your minimum) and are not routed to an adviser. You can still review, reassign or report on them.
Can we limit what advisers see?
Yes. Advisers see only the leads assigned to them. Managers see the whole team and reports. Admins also manage users, routing, branding and billing.
Where is our data stored?
In a PostgreSQL database on the hosting region you choose. Each firm's data is separated from every other account, and you can export your leads to CSV at any time.
Is there a contract?
No. Plans are billed monthly, quarterly or yearly and you can change or cancel at any time.