Feature Requests

It would be nice to split the notes into two separate sections—one for disputers only and another for the front-end team. That way, each team has its own space, and the notes stay organized.

There needs to be a much more effective way to enroll or even just reinstate credit monitoring or trouble shooting issues. It seems like errors pop up that aren't even the real issues. Payments not going through, sponsor codes not working, errors at the time of enrollment do not give us any clarity to what the real issues are. We have clients we cannot onboard, and the customer service is extremely difficult to get the issues resolved quickly. Especially when trying to switch from an old credit monitoring acct to a new one for a customer we are reengaging with our services.

I would also like affiliates to be able to have affiliates underneath them like a company as the main and individual folks in that company

I want to be notified and reminded myself when a client payment is due or overdue, not just have reminder messages sent to the client.

I want the client portal login screen itself to be white-labeled so I can add my company branding, including my logo, before clients sign in.

May will stop cancelling subscriptions or turning off subscriptions for clients who are past due? We offer a 30-day past due policy (just like normal banks) where a client has 30 days to bring their account back in good standing before penalty. Instead of reporting a late payment to their credit, we cancel their account. So every 4-5 days we have to manually reassign a new billing plan to clients who are past due, so the billing reattempts continue until their 30 days are over. Subscriptions should be based on the CRO's policy and not cancel after 3-4 attempts. So many clients tell us they will pay on their next biweekly paycheck and It would be so much easier if the client can just check their email to update their card/pay the past due amount. Instead, CRC CANCELS THEIR ENTIRE SUBSCRIPTION after a few days, unless we manually reassign a plan, this is so outdated and time consuming. Secondly, when their subscription stops/cancels, and they got to a previous payment email to update their card or enter their card (assumming it would pay the past due payment), CRC Billing doesn't do anything because the subscription is OFF. For example, we still have a few chargebee clients enrolled. When a past due payment occurs, a payment is retired for a week or so and the subscription stays ACTIVE! The client receives an email that says "PAY NOW/UPDATE CARD" so they can immediately pay their past due invoice. CRC Billing only gives a "payment method update option" and not a pay now option. Plus, with chargebee if no payment is collected it will attempt to bill the client again on the next month's due date (which if declined this will tell us it's been 30+ days of the client not making a a payment, and fits our billing/cancellation policy)

For existing clients with Payment Requested and no card on file, I need a supported way to collect and store the card without triggering an authorization, immediate charge, resumed billing, overdue collection, or a first-work fee on the current plan.

I need a read-only way to confirm that the connected gateway and merchant account can actually authorize and settle charges before scheduled billing dates, without running even a small test transaction or changing any settings.

When a CRC web lead is assigned to an owner, I need the Marketing Hub contact created from that lead to keep the same owner automatically instead of showing Owner Unassigned and requiring manual reassignment. I also need owner notifications to stay aligned without bulk enrollment or outreach.