Feature Requests

It would be great if on the specific customer billing card on their profile, it were possible to enter a one-time discount in either dollars or percentage, that can be used as an incentive for customers to give referrals, to offer a discount for new customers, or a holiday promotion, etc...

When a new client hits the dashboard, they can't fully onboard unless they're in a client status. The issue is they aren't a client yet. They're a lead or a prospect. But in the lead or prospect status they cannot onboard. We're being billed at the maximum CRC billing model, yet half our "clients" aren't clients. They need to onboard before we can do any work and there is no bulk edit option or anything to rectify this issue. Any way to keep them in prospect status until onboarding is fully completed and then have the system automatically flip them to client status. That's truly when the client should be added to the monthly count for billing to occur within CRC. The issue is 2-fold. Any client on any status other than Lead or Prospect is considered a "client" for billing purposes. So creating a new status doesn't prevent us from being billed. This is a VERY manual process to have to flip clients from one status to another to prevent billing. We don't know a client is fully onboarded until we get the email confirmation that specifies they are fully onboarded. They cannot onboard unless they are in a "client status" and portal access is on correct? once again, this problem creates a very manual process of having to sort through clients and should be done by the system, itself. The steps should be: *"Potential client" is registered into CRC as a Lead. *Once they create their password and login to CRC they become a Prospect. *Once they have FULLY onboarded, they become a "Client" all of this should be done by the system itself. Automatically. *It's then up to US to decide if this is no longer a paying or active client and we want to close their file/change their status for some reason (IE. work completed, customer cancels. billing issues etc)

You need to have an option so that when you complete the Web Lead / Affiliate Signup Forms that you can have the client redirected to a URL instead of the basic Thank You message displayed. This would enable us to redirect to calendar booking pages or display better thank you pages.

There should be an automatic Traffic light system on the Client Status. Instead of having to create new statuses and manually change them. Green, processed in the last 14 days Yellow between day 15 - 25 Orange between day 26 - 29 Red for 30+ This way it's super clean and simple to see what clients are coming up to date etc.

Overview: This proposal outlines a strategy to improve new user activation, engagement, and trust using Credit Repair Cloud’s existing email infrastructure. The goal is to increase sign-ups, reduce drop-off, and reinforce credibility without any product changes, just smarter lifecycle communication. Post-Signup Activation Flow (Days 0–3) Objective: Reduce early drop-off and guide new users to their first action quickly. Email 1 (Day 0): “Welcome & What Happens Next” : explain the credit repair process in simple steps. Email 2 (Day 1): Set expectations : timelines, realistic outcomes, reduce skepticism. Email 3 (Day 2–3): First action push : encourage users to submit their first dispute quickly. Early Momentum Triggers Objective: Keep users engaged and motivated during their first critical week. First dispute submitted: Trigger reinforcement email with “Next Steps” guidance. Inactivity after X days: Re-engagement email with simplified next steps to reduce friction. Progress updates: Periodic emails showing user milestones and achievements to maintain momentum. Trust & Retention Layer Objective: Reduce churn and build confidence in Credit Repair Cloud. Use testimonials and case studies at key drop-off points to demonstrate credibility. Proactively address doubts via emails about legitimacy, timelines, and expected results. Position Credit Repair Cloud as a guide rather than just a tool. Execution Notes: Leverages existing automated email workflows and customizable templates. Minimal copy updates and trigger configuration required. Metrics to track: activation rate, engagement rate, retention/churn, and first dispute completion.

I would like to customize my affiliate link to better align with my brand. Having a built-in solution within your system to change the URL would be beneficial, as it would ensure that the link reflects my brand identity while maintaining accurate tracking of referrals.

I think a glossary with everything listed in one place. Podcast, Trainings ect ect. Put them in ABC order by what they are about so newbies like me can quickly find answers. Some of the people in the group are rude so I don't want to ask anything in there again. Let's say you have a podcast on deleting collections, then a training about it, then free letters about it, ect ect , all listed under 1 name but can be able to click on whatever thing I'm looking for. Hope this makes sense. If CRC already has one, I haven"t found it yet and I need help quick sometimes.

The LPOA is included in the agreement but when sending third party letters it is unnecessary to send the whole agreement. A separate 1 page LPOA would be easier and save on paper

Dear Credit Repair Cloud Team, I'm writing to kindly request a new integration or feature that would allow us to pull clients' credit reports directly from Credzly.com within the CRC dashboard. Credzly is an all-in-one credit ecosystem that provides: Access to full 3-bureau credit reports (Experian, Equifax, TransUnion) Credit scores Credit monitoring and alerts Rent reporting to build positive credit history Many of my clients (and those in the credit repair space) are already using Credzly for monitoring, building credit through rent reporting, and tracking progress without traditional hard pulls in many cases. Being able to seamlessly pull fresh credit reports and data from Credzly into CRC would streamline workflows significantly by: Reducing the need to switch between platforms or manually upload reports Allowing faster dispute preparation and client progress tracking Enabling better automation for credit repair plans tied to real-time Credzly data Improving overall client experience and efficiency for CRC users like me who serve clients interested in credit building alongside repair If Credzly offers an API for report pulls or data access (similar to other monitoring services), integrating it via your existing API framework, Zapier, or a direct/pre-built integration would be ideal. Even starting with a simple import/upload option for Credzly-generated reports/PDFs would be a helpful first step. I've searched the current integrations and didn't see Credzly listed, so I believe this could be a valuable addition especially as credit building tools like rent reporting gain popularity in our industry. I'd be happy to provide more details, discuss use cases, or even connect you with Credzly's team if that helps move this forward. Please let me know if this is something your development team could consider prioritizing, or if there's an existing way to achieve similar functionality that I'm missing. Thank you for continuously improving CRC and for considering this suggestion. Your platform has been instrumental in scaling my credit repair services, and this integration would take it to the next level. Best regards, Farhan Qureshi

The least amount of access you can give a user is to restrict them to ONLY assigned clients and leads. So if you DO NOT assign them any leads or client you would expect that user account to have no access. But that's not the case... the account can still access: Affiliates - even when there is a clear permission for Affiliate Commission & Payment (add/edit/view). So an account that you specifically deny access can still see all your affiliate info. Cloud mail - account with no access can view cloud mail information digital signature records - account with no access can still view all past client signed contracts which have all the clients data. There is a clear lack of fundamental security on this platform, for a service that handles thousands of peoples financial data I'm very surprised and disappointed. And with the addition of the markethub you should expect people hiring admin teams that only need access to markethub and not CRC, so please implement the correct IAM controls.