Feature Requests

When clients payments decline, it is unlikely they will update their payment within a few days. Some may, but most usually wait for their next pay check in 2 weeks or so. We need to STOP CRC Billing from sending our clients a "your subscription is cancelled" after the 5th dunning notice. This makes too many of our customers think we cancelled their account, OR causes an issue when we go back and bill them manually as instructed by them. For example, a customer stated they will pay on March 11th, so we attempted to bill them today, by processing a manual invoice. They called and claimed we shouldn't have attempted to bill them, because we sent them an email, stating their account was cancelled (CRC Billing auto email after 5th dunning attempt). We had to slowly explain to the client we did not cancel their account with us and the email was invalid. This has confused tons of clients. We even had some clients state they went to another company, because we sent them an email, stating their account/subscription has been cancelled.-VERY CONFUSING EMAIL! Answers to keenan questions: What should we state after the 5th dunning attempt? Something in the lines of "We have tried to collect payment multiple times and failure to update your billing could risk your account being cancelled in the future. Please contact us ASAP". -Please DO NOT send them an email stating we cancelled their subscription! Why is this important? It prevents customers from being confused and causing issues, by them thinking we cancelled their account with us. Are there any laws on changing these words? No... What should happen after the last dunning attempt? ANYTHING, besides cancelling the clients subscription, PLEASE! -Once all dunning attempts are over, leave it up to CRC users to manually send new invoices, set new payment dates, etc.

We are beginning to face a few concerns with the self checkout feature, not having the option to add a spouse (like the old CRC webform)-see attached. BEFORE: Clients could select "add a spouse" and enter their spouse's info/email and only have to enter their card on file for services ONCE. NOW (with self checkout): An individual would have to sign up, enter their card, complete onboarding, then go all the way back to the website and do this all back over again for their spouse. Beating @Keenan to his questions: WHY IS THIS A CONCERN/IMPORTANT? 90% of customers who enroll are married couples/trying to buy a home, therefore they both are in need of services. When couples enroll, we tell them they have to put their card on file again, when enrolling their spouse-but we will cancel the second subscription once the spouse enroll. This makes them feel worried, as if they will be paying the couples plan TWICE. Some couples have the initial spouse enroll first, then when they go back to enroll the other spouse, see they have to select a plan AGAIN, most of them stop and exit the screen (thinking they will be charged double). As you can see attached, our solo plan is $100/month and couples pay a discounted price of $150/both. Yes, we could change it to $75, but then the customer's card would be under two subscriptions and most bank will decline/fraud detect double billing, which is why we charge a total of $150 per couples, and deactivate the other subscription once the spouse enrolls (which is a inconvenience as well). This would also make solo clients sign up for the wrong plan, if they noticed one plan was $75 vs $100 (as many people do not read the details). HOW SHOULD THIS BE DONE IN CRC? Just like the old CRC weblead form. Have an option to add spouse, select couple's plan ONCE and allow initial spouse to complete self checkout onboarding as normal. (And have a popup message that says your spouse onboarding has went to their email, please have them complete it). To REALLY automate this, allow the option to add a spouse. The initial spouse completes onboarding as normal, THEN AT THE END, the self check feature says "Ok, now let's complete your spouses enrollment", which allows them both to complete onboarding all in one screen. (or if not ready to complete spouses onboarding, then of course onboarding is still sent to the spouse's email as before).

Membership trial / I have proof of payment.

It would be nice to have the software to flag hard inquiries that don't correspond to an open account with the same date. For instance, a JPMCB inquiry that posted on xx/xx/xxxx but no open JPMCB accounts open on or after that date (within a few days).

I am trying to onboard clients from beginning to end with a free credit score for one month and the credit score shall be available right away with a sponsor code implemented on that same page. There is no option currently without secure client access set need or the need for the client to input his card. This affects my ability to get clients easily.

Needs area in client portal where they can take a picture and upload documents. Once uploaded and added should go to document storage area on crc portal so i can see them. It needs to be big and easily accessible. Also needs to be adjusted if i want to attach other documents to letters outside of address pic and ID. I can upload the document on dashboard but i can only attach jpegs when sending mail. needs to allow PDFs as well.

We need a way to send SMS alerts to clients, when their billing fails. in 2025, majority of people do not check their emails, nor want to talk on the phone/answer a random phone number (i'm the same way and much rather read a text later on). Previously, while using chargebee-We were able to build a ZAP in zapier, that sent a SMS text alert to clients when their chargebee billing failed, through a sms app called CLICKSEND (see attached). This worked perfectly, because clients would contact us almost immediately or they would at least notice a text, much faster than email alerts (that are probably sent to spam or a inbox with over 100+ unread emails). As of today, we use the self checkout feature (which sadly does not support chargebee payment plans as of now), so we lost access to our billing sms alerts, because we are forced to use CRC Billing for now. We can not build a zap for declined billing now, because CRC Billing is not in zapier AND CRC does not have a "payment declined" trigger in Zapier. I also searched Coastal Pay and NMI in Zapier (since these are the merchant/gateway for CRC Billing) and also found nothing! Answers to Keenan's Questions, that i'm sure he will ask: Why is SMS alerts important? Clients are more likely to see a text, instead of emails. How would SMS alerts be setup? Either CRC could build this within their software OR add a "declined payment" trigger/alert to zapier, so we can build our own zap as described in my request above, using 3rd party apps, such as CLICKSEND. What should the SMS say? Something in the lines of: "Your recent payment for (insert company name) has declined, please contact us to update your billing, etc" How often should a SMS be sent? Each time a payment declines, even during dunning. What benefit would this have on business? We have seen a decline in clients updating billing, since we were forced to use CRC Billing. When we had chargebee and was able to build a zap for SMS alerts, we recovered double the amount of payments.

white label credit repair admin console. Where nobody including employees can see the platform you're using. To make it easier to stream but also to become a affiliate for credit repair cloud

Us as business owners need a direct phone line to reach someone with Credit Hero Score. Before CHS, we used SmartCredit/Consumer Direct, and affiliates had a direct support line to reach out for help, and they answered within seconds. With Credit Hero Score, I have called the customer service line (888) 316-7758 over 10 times, over the last two days, and noone answers the phone. Of course we have the affiliae-help@creditheroscore.com email, but let's face it, this can take days to get a response. I currently have a customer issue, involving credit hero score, and I have noone to speak to, which is causing us to not provide answers to our client. Each time we call, it says all reps are busy. We request a call back, it's not returned. We tried the text chat feature, noone answers. Emailing takes days.