Feature Requests

As we set up Credit Repair Cloud and Marketing Hub for Home Run Credit Repair, I’d like to share what would make the two platforms easier for our team to use and give our clients a smoother experience. Let us manage enrollment and recurring payments in Marketing Hub. Give businesses the option to collect both payments and manage billing in the Hub, with enrollment and payment status visible in CRC. Show a clear confirmation when a new client has been successfully transferred to CRC. Make referral and enrollment links easier to use and track. Let us create unique booking and direct enrollment links for lenders, realtors, banks, and other partners. Show who referred each lead and whether the lead booked an audit or enrolled. I’d also like a standalone enrollment link I can send after a free audit, with options for primary and additional household members. Include the LeadConnector mobile app in Marketing Hub onboarding. Since Marketing Hub uses GoHighLevel, please show us how to download LeadConnector, sign in, connect it to our Hub account, and set up notifications. A short demo should cover how to respond to leads, check appointments, and follow up from our phones. Please clarify which features are available in the app and whether using them adds any costs. Make signed agreements and uploaded documents easy to find. Show where clients sign agreements and upload IDs or supporting documents, where our team can retrieve them, and whether those records transfer securely between the Hub and CRC. It would also help to see where we can update an agreement template. Provide an itemized cost guide. Show what’s included and what costs extra for texts, emails, phone calls, Twilio, CRC mailing, and Credit Hero Score. Explain when Zapier is required, which integrations can use the free plan, and what triggers a paid plan. A usage dashboard would help us catch unexpected charges early. Make funnels easier for business owners to customize. Let us apply our brand colors across all pages and edit page sections and offers ourselves. During setup, it would help to review the original funnel, any requested additions, and the final pages together before they go live. Give us clear controls for pricing and coupon codes. Show how to update enrollment fees and monthly rates, and make it clear which clients a price change will affect before we save it. Let us apply a coupon to a specific offer or enrollment fee without changing the recurring payment. Simplify Credit Hero Score setup and sponsorship. Provide a clear point of contact and a short guide that shows how to set up the $1 seven-day trial and how a business can take over the monitoring cost after the client enrolls. Offer a full walkthrough before setup support ends. Run a test with us from referral and audit booking through agreement signing, document upload, enrollment, payment, and the handoff to CRC. Short recordings would give our team something to refer back to when we need to make changes ourselves. My top priorities are managing payments in the Hub, tracking referrals through enrollment, and knowing exactly where to find client records. Having LeadConnector set up from day one would also help us follow up with leads and clients while we’re away from our desks.

A supported bulk export or automated reporting path for import history does not exist. Import log data is currently limited to individual client profiles, which prevents account-level automation and reporting.

I want a way to reassign all of my existing clients in bulk so they are assigned to only two team members, instead of updating each client one by one.

I need CRC to expose whether a client uploaded their driver's license through the API, webhooks, or another supported integration so I do not have to update GoHighLevel manually.

I need CRC to make the Agreement Signed status and timestamp available through the API, webhooks, or another supported integration so I can sync onboarding completion into GoHighLevel automatically.

I need CRC to expose when a client logs into the client portal through the API, webhooks, or another supported integration so I can automatically update GoHighLevel and stop unnecessary reminders.

I need the six-month Marketing Hub workflow to keep running after it starts, even if I later change the same client's profile status to process-tracking values like Round 1, Round 2, or Round 3.

I want changing a client's CRC profile status to "Active Client" to directly trigger our six-month Marketing Hub SMS and email workflow, instead of needing a different trigger or workaround.

I want people who register through our $0 checkout to automatically receive a custom client profile status like "Free Consultation" instead of being assigned as Client by default, while still being able to access the portal, sign the agreement, and set up Credit Hero Score.

I want the enrollment workflow to trigger only once per paid enrollment, even if the client's profile status changes again later. I need to avoid duplicate starts or restarting the campaign.