Client Communication
Text Messages
Keep in touch with your clients effortlessly using built-in text messaging.
- Send messages through Twilio or other providers with pre-made or custom templates.
- Stay updated with instant notifications for incoming texts.
- Receive email alerts whenever a client responds.
Push Notifications
A smart, cost-free alternative to text messages when limits apply.
- Deliver real-time updates to your clients.
- Enjoy unlimited notifications without extra charges.
- Simple setup to keep communication flowing seamlessly.
Portal Messaging
Streamline client updates with secure portal messaging.
- Send organized updates with just one click.
- Clients receive instant notifications in their portal.
- Email alerts ensure no updates go unnoticed.
Testimonial
“We all love CDM because these platforms has helped us to get everything organized for our clients. So me and my team love how everything is integrated in one platform.”
Jessica Sandoval
Mobile Application
Empower your clients with a user-friendly mobile app to monitor their progress.
- Available for both Android and iOS platforms.
- Clients can instantly access updates anytime, anywhere.
- Use the app as a selling point to enhance your service packages.
Email Automation
Take the hassle out of email communication with pre-set templates.
- Automatically nurture client relationships with personalized emails.
- Create custom messages tailored to your business needs.
- Let automation handle routine communications to free up your time.
Auto Notifications
Save time with fully automated client notifications.
- Send updates on credit score improvements without lifting a finger.
- Inform clients automatically when items are deleted from their reports.
- Notify clients when disputes are sent, keeping them in the loop.
Testimonial
“What I like from CDM is the customer service. They always got your back. They're getting new tools to help you out, to make your job easier so that you can have more results with your customers. It is the best platform ever. So I'm going to stick with CDM forever.”
Jose Bordas
Affiliate Messaging
Respond quickly to affiliate inquiries and close deals faster.
- Receive email alerts for every new message from affiliates.
- Reply directly within the software, streamlining communication.
- Keep all affiliate messages organized in one place for easy reference.
FAQ
Text notifications are integrated directly into the software and can work with providers like Twilio. Setup is quick, and you can use pre-made templates or create custom ones.
Yes! Push notifications are unlimited and come at no additional cost, making them an excellent alternative when text limits apply.
The portal is built with client security in mind, ensuring all communications are organized and encrypted for privacy.
Clients love convenience. With real-time updates available on their phones, you can differentiate your service and enhance customer satisfaction.
Absolutely. Both emails and notifications can be tailored to match your brand voice and business needs, keeping communication personal and professional.