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Request a live demo |
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We can
show you the power of this system. You will not want
to go back to manual client management ever again! |
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Client Management |
Employee Management |
Automated Emails |
24/7 Online Access
Sales CRM |
Affiliate Management |
Broker Portal
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Manage your entire client base within an easy to use search
panel. |
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Documented detailed entries on client files. Clients get
emailed instantly upon entry. Instant Professionalism. |
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Track status such as Active, Pending, Completed, Canceled,
Scheduled Overdue for results and even payment issues.
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Manage company from any internet connection! |
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Create an unlimited number of Admin users.
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Set customized authority levels based on employee's access
needs. Restrict to just client support or give full access,
sales only, etc. |
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Each entry in the Credit Repair Process section results in a
summary email being sent to your client, as well as any referral
partner tracking the status. |
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Set each automated email to remind user of login credentials. |
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Clients set in an NSF status get periodic emails reminding them
to resolve payment problems. |
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System automatically sends customized welcome emails to any
Client, Prospect, Broker or Affiliate upon account creation.
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Have your clients login to track the status of their account.
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Eliminate 80% client support phone calls. |
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Referral partners can login separately to track their pipeline
or commissions earned. |
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Keep an unlimited amount of
leads in your system. |
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Sales people can setup
appointments with the built in follow-up system.
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Each sales person has his/her
own Calendar system. Appointments are stored by user. |
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Track which leads came from
which referral source |
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Keep detailed notes on
conversations had with prospective clients. Sales notes
allow multiple sales people to contact leads without calling
multiple times per day, since they can see when the last time
they were called and what was talked about.
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Each note is date stamped and
has the name of the sales person that entered it. |
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Convert lead into Single or
Joint client with a few clicks. |
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Have personalized, timed emails
go out to your leads on the day they were enrolled (optional
Autoresponder upgrade) |
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Referral partners can login separately to track their pipeline
or commissions earned. |
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Keep track of your affiliate referrals and what each has
earned and what has been paid out. |
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Affiliates can login and see what leads have converted and
what was earned. |
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Sales notes are viewable by Affiliate so they are motivated
to refer more business. |
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Assign a different commission to different affiliates. |
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Maximize your sales force by offering an affiliate program. |
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Under one login, the broker can see ALL clients referred to you and the status of each. |
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Utilizing our optional Replicated Lead Capture Page system, your brokers can submit prospects directly into your Lead
Management System, ensuring the prospective client stays with the broker the entire time.
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Ability to tie affiliates to brokers so that every client
submitted by the broker can result in a commission to the
Affiliate. |
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Automatic email notifications to your brokers each time a
client's account has been updated. |
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