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Client & Lead Management
Full CRM pipeline for both leads and active clients. Track scores (TransUnion, Equifax, Experian), contact info, billing, consulting time, and complete activity history — all in one profile.
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Dispute Letter Generator
Generate professional dispute letters for all three bureaus in seconds. Choose from pre-built templates or create your own. Auto-fill client info and track send status for every letter.
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Credit Report Analyzer
Pull and analyze client credit reports directly from IdentityIQ, Xactus, and MyScoreIQ. View all accounts, flag negative items, track scores over time, and generate dispute items with one click.
✍️
Digital Agreement Signing
Send clients a professional service agreement with built-in payment authorization. Clients sign and verify online — no printing, no faxing, no back-and-forth.
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Built-In Payment Processing
Charge clients directly from the CRM with one click. Supports one-time payments and recurring subscriptions via PayPal and NMI. Every transaction is logged automatically to the client account.
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Client Portal
Every client gets their own secure login portal where they can view their dispute status, credit progress, documents, messages, and account information 24/7.
✉️
Email Messaging
Send professional emails directly from the platform. Use pre-built message templates with merge fields, schedule messages for later, and track email opens in real time.
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Email Open Tracking
Know exactly when a client opens your email. Get instant in-app notifications when emails are read or links are clicked. Never wonder if your message was seen again.
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Inbound Email Inbox
When clients reply to your emails, messages land directly in the CRM linked to their account. Unknown senders are auto-created as new leads so no prospect ever falls through the cracks.
☑️
Task Management
Create tasks with due dates and priorities, assign them to team members, and track completion. Set up standard task titles to keep your workflow consistent across all clients.
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Document Management
Upload, store, and share documents for each client directly inside the CRM. Clients can also access their documents through their portal at any time.
🤝
Referral Partner Program
Set up a referral network and give partners their own portal to submit leads and track earnings. Automated email notifications fire when a referred lead converts or a client completes.
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AI Credit Advisor
Built-in AI gives clients smart, personalized credit improvement advice inside their portal, and helps your team draft replies — answers based on the actual situation, not generic tips.
📅
Scheduled Messaging
Schedule emails to go out automatically at a future date and time. Set up follow-up sequences for leads, check-ins for clients, or reminders for any milestone.
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Multi-User with Permissions
Add your entire team with individual logins. Control exactly what each user can see and do with a granular role-based permissions system built right in.
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Dashboard & Reports
Real-time dashboard shows active clients, new leads, pending disputes, recent payments, and last letter sent — so you always know the pulse of your business at a glance.
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Smart Notifications
The in-app notification bell alerts you to email opens, client replies, new inbound messages, and unread portal messages — so nothing slips through without your attention.
🛡
Enterprise-Grade Security
SSNs encrypted at rest with AES-256, PCI-conscious payment handling (no card security codes stored), strict HTTPS, and brute-force protection on every login.
