Feature Requests

Maybe more detailed to make sure the agents are working I think sometimes they are not working maybe a little more detailed like everything they click on.

Having the messages you've sent back and forth with a client would be nice to see if it was listed inside the client dashboard. Instead of having to click on messages, search the customer's name, and then find them that way. It would be nice if you could see them at a quick glance in the dashboard just like the "Note" section.

In regards to the self-service signup, it would be great if there was a way that you can provide the self service signup in an A frame? Similarly to how you provide the website tools Lead Form code wrapped in Iframe that can blend with our website. The current way for a potential custom to self signup, is by them clicking a link that looks like this: https://Johnny3456.getcredithelpnow.com/start WHY WOULD IT HELP CREDIT REPAIR CLOUD USERS? The Self Signup it would Not like an affiliate link in the URL and I would blend with our website seamlessly and not lose conformity. SEAMLESS It doesn't look good for a customer to be on 1 URL and then all of a sudden, the entire URL changes. If the self signup was within an A FRAME, like the Lead Form we are already using, it would also blend much better with our websites.. ESPECIALLY, if we could do a simple HTML color tweak to match our theme. It could offer a seamless experiencing for our potential clients ESPECIALLY when it comes to building trust with a New client who is already trying to get over the hump of skepticism. TRUST AND PROFESSIONALISM FOR CUSTOMERS Lastly, it would look more professional, than for business www.abc123.com to have a new visitor click a link that takes them to: ( https://Johnny3456.getcredithelpnow.com/start ) Please note: The self service signup page URL does not even use company's name in the sub domain. It lists the First name of the person who is on the account. (Johnny3456 for example). Even more important: Lets say, I have a button on my website that says "SIGN UP", and once the user clicks that button, they are now taken to a website that no longer matches in color and also has an entirely new business name in the URL. The potential new client was just perusing www.abc123.com for the last hour, they then click a link that takes them to " Johnny3456.getcredithelpnow.com " To me, potential clients could either: 1 - believe the business was "just an affiliate" which would lessen the trust for the company concerning longevity of them being there for their credit restoration. 2 - think it was a phishing attempt from an entirely different entity - or believe it was legit, but look unprofessional altogether because their "possible affiliate" link's theme doesn't even match their own theme. Wrapping the entire experience in a IFRAME, how you already do for the Lead Form (Thanks for that!), could ease these concerns for visitors and help make it a seamless transition from a potential client to a paying one. Thanks, Tim

I would like to have the ability to change credit monitoring services and have the ability to provide a package with the different available monitoring services to my client. I have a client which I started with credit hero, but now client decided she want to use identityIQ because her son also uses that, and she want this change. when i tried to import the source code or add the file to generate a new report, the drop down did not allow me to proceed as the identityIQ was not available. Hindering my services with the client. This is unacceptable and not good for business, and I need to be able to accommodate my clients' requests. please add a feature in which allows to use any of the monitoring services available and be able to switch between them as long as those services are activated by the client. when trying to reimport credit reports

We should modify the step 4 page, during credit hero score. Noticed on the first screenshot attached, it tells the client their identity has been confirmed and sample scores at the bottom. This makes many clients think they have completed the enrollment and they don't scroll down to pay. Now take a look at my second screen shot, showing how it could potentially look with the payment section showing at the top, letting the client know there are not complete yet. This could help those who are rushing to sign up and don't scroll down to see they have to add their card on file again, for CHS.

Needs area in client portal where they can take a picture and upload documents. Once uploaded and added should go to document storage area on crc portal so i can see them. It needs to be big and easily accessible. Also needs to be adjusted if i want to attach other documents to letters outside of address pic and ID. I can upload the document on dashboard but i can only attach jpegs when sending mail. needs to allow PDFs as well.

I would like to request and update to my Affiliate Portal to add phone number to the Send A Referral page.

Things just keep coming up with different clients. Is there a way to set up a bi-weekly plan? Since some clients are more comfortable budgeting themselves this way?

For the affiliate program I would like an option to pay out a percentage instead of a flat fee, just because while negotiating with partners in different industries they seem to enjoy a percentage instead of a flat fee. I have a partner who was receiving a one-time percentage if the client paid their credit repair package up front and had the option of a monthly percentage if the client signed up for a monthly package. Would love an app! Then I can truly work from anywhere and at any time! I would love to be able to send video emails through CRC to use for welcome messages, reminders, updates etc.