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New Credit Repair CRM for Leads and Customers

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Master Lead and Customer Management Effortlessly

Easily manage leads and customers with an intuitive dashboard, custom statuses, and flagging tools that boost organization, streamline workflows, and enhance team collaboration.

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Trial Begins Immediately

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Change Plans Anytime

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Organize Leads and Clients with Precision

Manage leads and clients efficiently with tools for custom statuses, detailed flags, and seamless team collaboration, ensuring success.

Customer

Customer Overview

Quickly identify which customers need attention with an easy-to-read dashboard that simplifies your workflow.

Intuitive, user-friendly interface for quick navigation.
Built-in email and tracking tools to streamline communication.
Assign tasks and clients to employees for better team collaboration.
Leads

Customer & Leads

Effortlessly track, manage, and assign leads without switching between screens, saving time and boosting efficiency.

Quickly update lead statuses to stay organized.
Centralized lead management ensures no prospect falls through the cracks.
Seamlessly assign leads to employees for follow-up.
Leads
Custom Status

Customer & Custom Status

Create and manage custom statuses to keep your customers organized, no matter the situation.

Fully customizable statuses to match your business needs.
Delete or update statuses as situations change.
Name statuses your way for easy identification.
Flag Notes

Customer & Flag

Mark customers with flags to highlight problems or important details you need to remember later.

Add detailed notes to provide context for each flag.
Easily toggle flags on and off as issues are resolved.
Highlight flagged customers to keep them visible in your workflow.
Flag Notes

Testimonial

Dishawn Irwin

“We love using the product because of how easy it is to navigate through a software. The customer service is extremely important and they'll walk you through hand to hand about how to use every part of it, and it made our job so much easier.”

FAQ

Can I assign customers or leads to specific employees?

How do custom statuses help my business?

Are flags visible to the entire team?

How does the lead management feature save me time?

Can I remove or rename custom statuses if my needs change?

Start Your 30-Day Free Trial Today

Get access to CDM Credit Boss software, training, support, community, and tools built to help you manage your credit repair business in one place.

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