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New Capture Credit Repair Leads Referrals

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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.

Lead Capture

Trial Begins Immediately

No CC Required

Change Plans Anytime

Cancel Anytime

Lead Capture

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

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.
Website Lead form

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.
Website Lead form
Quick lead

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.
Client Auto Sign up form

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.
Client Auto Sign up form

Testimonial

Clarice Smith

“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.”

Client Auto Sign up Link

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.
Client Portal Referrals

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.
Client Portal Referrals
Affiliate Referral

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.

Testimonial

David Ju’Don

“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.”

FAQ

Can I customize the forms and links to match my brand?

How do the leads captured through forms or links get stored in the software?

Can my clients complete the sign-up process independently?

How do I know when new referrals or leads come in?

Are these features easy to set up and use?

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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