Feature Requests

As a business expanding into the Canadian market, having the ability to use CloudMail for sending dispute letters to Canadian credit bureaus and creditors would be extremely valuable. Currently, the service is limited to the United States, which forces users like us to manage printing, mailing, and tracking manually — reducing operational efficiency and increasing costs. By enabling CloudMail support for Canada, you would empower international credit repair companies to streamline compliance, improve delivery tracking, and enhance overall service to clients in Canada. This upgrade aligns with CRC’s mission to support credit heroes worldwide and would open doors to a larger, underserved market. This feature would allow CRC users to: Save time and manual effort when serving Canadian clients Track mailings with the same efficiency as in the US Expand global reach without relying on third-party logistics We’d love to see this in future developments!

You can only change the client's info if in the "Client Status". It would be great if we can update some of the client's data or check account information without having to switch it back and forth.

When a customer is enrolled in CRC but has not supplied all the documentation it would very beneficial that the task automatically be created inside the task box for the documents to be completed. Once completed it would be great if the task would automatically get cleared out. The process now is very manual. You have to create the task, then once its completed, clear the task. In some cases, the clients have entered their documents at a later date, but the task looks like it hasn't been done which creates some confusion and a manual process once again to sift through all the daily tasks to make sure docs were entered in and then clear the tasks out.

When a customer is enrolled in CRC but has not completed a credit monitoring enrollment it would very beneficial that the task automatically be created inside the task box for the credit monitoring to be completed. Once completed it would be great if the task would automatically get cleared out. The process now is very manual. You have to create the task, then once its completed, clear the task. In some cases, the clients have the credit monitoring completed but the task looks like it hasn't been done which creates some confusion and a manual process once again to sift through all the daily tasks to make sure it was done and then clear the tasks out.

I would love if you can integrate myFICO as an import option for reports. It’s more accurate to what my clients need. I specifically work with mortgage brokers and this has all the mortgage scores. I don’t want to have to create my own software and would love to continue using CRC.

A feature where we can never miss someone’s text. And the cloud can tell us when we didn’t click on or respond to the text.

It would be very helpful if templates based on Metro 2 Disputing were added. Thank you for your consideration.

Link schedule in CRC with Calendly and Google Calendar. There is also no option to do this in Zapier. This is needed so schedules to ensure that team member schedules do not overlap across calendars.

For a husband and wife have a tag where we can easily switch between each of their profiles instead of having to go to search bar menu to find profile