Feature Requests

Allow users to have more than three payment plans active at once, providing flexibility for promotions and future package offerings.

ISSUE: We need a way to market referrals and affiliates better. This week alone, 7-8 clients asked for some sort of sponsor code or link they can share with family members, coworkers, friends, etc. I always say "just tell them to mention your name and we'll credit your account". Let's be honest, this is impssible to keep up with, most new clients never mention someone else's name as they're focussed on their own credit details during consultations, plus it's too hard for us CRC users to remember who referred who! Also, too many affiliates refuse to partner with us because of our current affiliate program. So many realtors, social media influencers and loan officers stated "it feels like a part time job" having to create an account and manually type referrals one by one. No one is doing this is 2026! This method was maybe worth doing in 2016-2020 maybe.... All affiliates should have their own link to add to their website OR sponsor code, so it's easy for CRC to automatically track them and we already see who referred them. IDEA to start: We need to start with sponsor codes. When clients enroll into crc self checkout feature, it should instantly ask for a sponsor code when asking for the client's name on the very first page of the sign up form. This sponsor code needs to be displayed next to the client's name or somewhere on the dashboard, so we know how to credit them and/or who to give a payout/discount to. We also need to add "sponsor code" to the sort list for clients, so if we ever needed to count how many clients is under one sponsor code, we can check. This is the easiest way to start, offer sponsor codes and we can at least modify things on the back end. In the future, maybe we can focus on automating these sponsor codes or referral links, to automatically credit clients, etc. But for now, we just need something to alert us that they were referred by someone, so we can make affiliates or clients feel like its stress free and no work to refer someone. REMINDER: Referals/affiliates is our BIGGEST pipeline to new leads!!! Let's make their job easier! View attachment for an example!

Implement a self-service sign-up feature for affiliates, enabling them to register via a link on the landing page without manual intervention.

Wanted to share some workflow feedback and see if anyone else in the community has experienced something similar or found a clean solution. When using automated dispute workflows over multiple rounds, we’ve noticed that disputed personal information items, such as names, addresses, and employers, can sometimes repopulate or duplicate on later imports/pulls. Over time this can create multiple versions of the same disputed personal information item inside the workflow. For example: • Month 1, everything appears normal • Month 2, previously disputed personal information items may duplicate during auto-population • Month 3+, duplicates can continue stacking if not manually reviewed and cleaned up carefully The challenge is that personal information disputes are one of the foundational steps in many dispute strategies, so accuracy and clean formatting become extremely important as files mature over time. For teams running larger volumes or using outsourcing support, this can create significant manual review time each month because every duplicate has to be checked carefully to avoid removing the wrong item from the wrong bureau. To be clear, this is not meant as criticism toward CHS/CRC at all. These systems are incredibly powerful and have helped many of us scale our businesses tremendously. I also understand how complex importing logic and bureau data formatting can be behind the scenes. I’m mainly posting this as constructive feedback in hopes that: • Others can share if they’ve experienced something similar • Someone may already have a best-practice workflow solution • The development team can potentially review whether there’s a cleaner long-term handling method for repeated personal information imports I’ve documented examples and screenshots and would be happy to help provide testing feedback if needed. My goal is simply to help improve workflow efficiency and maintain the highest possible dispute quality as client files progress through multiple rounds.

Is there a way to integrate the billing/invoicing to Quickbooks Online? Having to select different modules to view client billing activity, can be so time consuming. In QBO, I would be able to view all activity, rebilling, payments received and applied, cancelations, etc..., all in one place.

Create a unified view that displays debt removal, deleted items, and items in dispute on one page, enhancing clarity and record management.

That should be a way to filter all clients by a credit score range , the reason this is important because what if you have a Credit Repair specialist who wants to qualify Client for a house or a loan and he has a lot of Old or archive clients and even a active clients, they just want us to do a quick review to see who qualifies. To me this will give Credit Repair Cloud so much utilization because this is actually a way to create more revenue for it’s members

Submitted on behalf of Whitney Phillips ( wmbryant327@icloud.com ), who shared this in the CRC Community Facebook group. Today the main statuses are Lead and Client, which doesn't cover real-world stages like "referral that hasn't paid yet," "trial," or "paused." Users are creating custom statuses (e.g., "Client - Pending Payment") to bridge the gap, mainly because Lead status blocks portal login and Client implies they're already paying. What would help: Either additional built-in statuses for common in-between stages, or the ability to control portal-login permission per custom status. Why it matters: A user described having to create a "Client - Pending Payment" custom status specifically because real Lead status doesn't allow portal login. They mass-email these contacts so the contacts can log in and pick a plan. More flexible status options (or login-permission control on custom statuses) would remove the workaround. Source: https://www.facebook.com/groups/creditrepaircloudcommunity/permalink/4318001891862003/

Why is this feature important? Nothing speaks louder than real results from real people. Having a dedicated testimonial section directly on the landing pages would allow us to highlight successful removals and credit score jumps. It’s about social proof, showing potential clients that we aren’t just promising a service, but consistently delivering results. What problems does it cause with your use of our product? Currently, there isn't a streamlined way to display these "wins" within the ecosystem provided. This forces us to use third-party plugins or manual workarounds on external sites to bridge the trust gap. What benefits would you gain from having this feature? The primary benefit is a significant boost in conversion rates. By having a testimonial section with the ability to show "before and after" snapshots or star ratings, we build instant authority. It transforms the platform from a functional tool into a powerful sales asset. It would save us time on manual marketing and help close the deal with hesitant leads who just need that final nudge of seeing someone else who started in their shoes and came out ahead.