Feature Requests

I am requesting the ability to customize the Clients tab by allowing users to reorder columns and hide columns that are not relevant to their workflow. Why This Feature Is Important Every credit repair organization operates differently. Some teams prioritize status tracking. Others focus on payment cycles, dispute stages, onboarding phases, or communication activity. The current fixed column layout does not allow businesses to tailor the dashboard to their operational priorities. A one-size-fits-all layout limits efficiency. Customizable column views would empower organizations to align the Clients tab with how their business actually functions. Current Problem At present, users cannot rearrange column order or hide columns that are not essential to their workflow. This creates visual clutter and forces teams to scan through unnecessary data fields to find what matters most. This causes: • Slower navigation when managing large client lists • Increased cognitive overload due to non-essential columns • Reduced visibility of high-priority data points • Inefficient workflow during high-volume processing When managing dozens or hundreds of clients, a rigid dashboard structure becomes a bottleneck. Benefits of Having This Built Allowing column customization would: • Increase operational efficiency by prioritizing relevant data • Reduce visual clutter and improve dashboard clarity • Allow teams to align the platform with their internal processes • Improve speed when reviewing, sorting, and managing client pipelines • Enhance overall user experience and long-term platform adoption Even simple functionality such as drag-and-drop column reordering and toggle visibility options would significantly improve usability for credit repair organizations managing high client volumes. This enhancement would make the Clients tab more dynamic, more strategic, and more adaptable to real-world business workflows.

I am requesting the addition of a dedicated phone number column that can be viewed directly from the Clients tab dashboard in Credit Repair Cloud, without needing to click into each individual client profile. Why This Feature Is Important As a credit repair organization operating in a fast-paced, compliance-driven environment, speed and accessibility are critical. Phone communication is one of the primary touchpoints for client intake, dispute follow-up, onboarding, and payment coordination. Having immediate visibility of client phone numbers directly within the Clients tab would significantly streamline daily operations and reduce unnecessary clicks. In a high-volume workflow, efficiency is not a luxury. It is operational necessity. Current Problem At present, retrieving a client’s phone number requires opening the individual client file. When managing multiple clients, responding to callbacks, or preparing outbound call sessions, this creates repetitive navigation steps that slow down productivity. This causes: • Time inefficiencies when making bulk outreach calls • Delays when returning missed calls • Friction during client onboarding and follow-ups • Reduced operational flow during high-volume days When handling dozens of client interactions, those extra clicks compound quickly and impact overall workflow efficiency. Benefits of Having This Built Adding a phone number column to the Clients tab would: • Improve operational efficiency by reducing navigation time • Enhance responsiveness to inbound and outbound client communication • Increase team productivity in call-heavy environments • Support better workflow management for credit repair organizations • Allow quick filtering, sorting, and exporting of phone-based contact lists This small interface improvement would create a measurable impact for companies that rely heavily on real-time phone communication as part of their service model. Thank you for considering this enhancement. It would significantly improve usability and workflow efficiency for active credit repair businesses.

Switching from IdentityIQ to Credit Hero has been challenging due to the need for extensive emailing and support. It would be beneficial to have a more seamless migration process that doesn't require manual intervention or extensive support, allowing for a smoother transition between systems.

I offer white label services where my partners can resell credit repair services with their own branding. However, the current system only allows for one customized portal per CRC account, which means my partners cannot have their own branded portals. It would be beneficial if the system could support multiple separate branded portals for different partner companies within a single account, allowing me to manage everything centrally while providing my partners with their own branded portals.

The AI-generated dispute letters in Credit Repair Cloud feel too basic and unprofessional. I would like the letters to have more sophisticated language and a professional appearance to justify the value of using a professional service. This would ensure that clients feel they are receiving a service they couldn't easily replicate themselves.

I appreciate the setup training for the Marketing Hub, but I find it challenging to understand and implement it fully. A comprehensive, in-depth training that covers the Marketing Hub as a complete system would be beneficial. This training should include the overall architecture, how automations connect and flow, long-term management, and best practices for effective use. Such a resource would significantly boost confidence and adoption among members.

I would like to customize my affiliate link to better align with my brand. Having a built-in solution within your system to change the URL would be beneficial, as it would ensure that the link reflects my brand identity while maintaining accurate tracking of referrals.

It would be cool to make it a way for us to apply a billing credit for clients. For example: I offer a $25 referral discount credit to our clients, for every new client that they refer. As of now: I've been manually billing them, but It would be cool if there was a way to apply a credit to our clients accounts, and it's deducted on their next subscription payment (just like CRC gives us a credit towards the software).

When old clients return and need to be enrolled in a new credit monitoring service, it's cumbersome to delete their old profile and create a new one. It would be more efficient to retain their existing profile and simply update their credit monitoring service, streamlining the process and saving time.

I would like a feature where, upon adding a client, they are automatically sent my affiliate link for Credit Hero. This would streamline the process and ensure that clients have immediate access to the affiliate link without additional steps.