Salesforce-style client profiles with complete dispute history, notes, tasks, timelines, and automated follow-ups. Scale from 30 to 300+ clients without hiring.
Everything you need to manage unlimited clients, track disputes, and automate follow-ups.
Complete client profiles with contact info, credit score history, dispute timeline, notes, and custom fields.
Track every dispute by bureau, status, date sent, and expected resolution. Automated reminders for follow-ups.
Assign tasks to team members, set deadlines, and track progress with Kanban boards.
Build automation rules for onboarding, dispute generation, follow-ups, and billing.
All emails, notes, and interactions stored in one place for complete client history.
Add unlimited custom fields to track data specific to your business.
Manage unlimited clients from one dashboard
Reduce admin time by 80% with automation
Never miss a follow-up with automated reminders
Track every dispute and client interaction
Scale your team without hiring more staff
White-label portal for client self-service
Real-time reporting and analytics
CROA-compliant audit trails
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