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The Lead Capture System That Saves Your Time

Manage and grow your credit repair business effortlessly with customizable lead capture forms, referral forms, and website integrations designed to streamline client acquisition and engagement.

  • Trial Begins Immediately
  • Change Plans Anytime
  • No CC Required
  • Cancel Anytime
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Enhance Lead Capture for Faster Client Growth

Manage client sign-ups and referrals with tools designed to automate lead collection, onboarding, and engagement.

Self-Service Sign Up

Let clients sign up anytime, automating onboarding, payments, and agreements for a smooth and seamless experience.
  • Collect and track referrals using the Contact Form.
  • Show service plans with clear pricing.
  • Secure agreements with legal transparency.
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Website Lead Form

Quickly deploy customizable lead forms directly on your website, saving time and eliminating the need for third-party platforms.”

  • Build and customize forms to match your branding.
  • Automatically integrate leads into the software.
  • Save money by avoiding third-party tools.
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Quick Lead

Add leads into the software in minutes, ensuring you don’t lose any valuable information.

  • Rapidly input and save lead details.
  • Simplify lead capture.
  • Avoid frustration with a fast and intuitive process.
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Client Auto Sign up Form

Allow clients to sign up independently through your website, freeing your time for other business tasks.
  • Fully customizable to control what clients see.
  • Automates client onboarding to save time.
  • Simple and user-friendly design for easy setup.
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Testimonial

“So I decided to just make that leap and purchase the software, which I'm glad I did. The dashboard, all the information that's on that dashboard was amazing. The dispute flow process, the letters that were categorized, and you could do manual or either follow the dispute flow that's in the software. My clients are happy because they love the client portal, being able to log in and see their information right there. I'm happy about CDM.”
Clarice Smith

Client Auto Sign up Link

Share a customizable sign-up link across your marketing channels, enabling customers to sign up anytime without scheduling a meeting.
  • Easily customizable and shareable link.
  • Supports Spanish for broader accessibility.
  • Removes scheduling friction for clients and staff.
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Client Portal Referrals

Boost sales by enabling clients to send referrals directly through the Client Tracking portal, at no cost to you.
  • Clients refer others directly via the portal.
  • Automated notifications for new referrals.
  • Reward customers to drive repeat referrals.
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Affiliate Referral

Allow affiliates to securely send leads directly through a referral link, strengthening your partnerships and generating business effortlessly.
  • Affiliates send leads without logging in.
  • Get real-time notifications for new leads
  • Strengthen affiliate relationships with ease.
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Testimonial

“Just the amount of education, the quality of the letters and everything, it was just in the overall system that was put together was just nothing like I had ever seen before. Very, very complete and thorough in every aspect of having a CRM in this type of industry. This software has been a lifesaver and a time saver, and I'm thoroughly impressed with it.”
David Ju’Don

FAQ

Yes, both the Website Lead Form and Client Auto Sign-Up Form are fully customizable, allowing you to adjust fields, layouts, and branding to align with your business identity.
All leads captured via the forms and links are automatically integrated into the software, ensuring seamless tracking and management without manual data entry.
Absolutely! The Client Auto Sign-Up Form and Link allow clients to complete the onboarding process themselves, freeing up your time for other business tasks.
The software provides instant notifications for new referrals and leads, both within the platform and via email, so you’re always informed.
Yes, all features are designed with simplicity in mind. Setup assistance is available, and the user-friendly interfaces make them quick and easy to use, even for non-technical users.