Client Management

Credit Repair CRM Software

CRM built specifically for credit repair agencies. Manage clients, disputes, documents, and billing from one platform.

CRM Features

Client Profiles

Organized client records with contact info, dispute history, notes, and communication logs.

Dispute Tracking

Track disputes per client with status, bureau, dates, and outcomes.

Document Storage

Secure storage for credit reports, contracts, evidence, and compliance documents.

Task Management

Assign tasks, set reminders, and track completion.

Communication History

All emails, notes, and interactions logged per client.

Billing Integration

Track invoices, payments, and subscription status per client.

Frequently Asked Questions

How is this different from Salesforce or HubSpot?

This CRM is built specifically for credit repair agencies. It includes dispute tracking, CROA compliance tools, automated dispute generation, and billing integration — features generic CRMs don't have.

Can I import my existing clients?

Yes. Import clients from CSV or manually add them. We'll help you migrate your data.

What client information can I track?

Contact details, dispute history, documents, notes, tasks, communication history, billing, and more.

Can I set up automation rules?

Yes. Professional and Agency plans include task automation, workflow templates, and automated reminders.

Legal Disclaimer

FixMy.Money provides business software for credit repair professionals. We do not provide consumer credit repair services, legal advice, or guarantee credit outcomes. Users are responsible for complying with CROA, FCRA, TSR, and applicable state laws.

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