Credit Repair Software Features
Enrollment
The right way to engage your leads and sales
Robust entry and import process with an Online CRM for affiliates and leads self-enrollment.
- Online CRM for external affiliates.
- Online access for leads and clients for self-enrollment and tracking.
- Unlimited Digital Signature service.
- Download leads from your website or from comma separated or text files.
- Accept leads from lead vendors via HTTP post.
- The software can distribute leads only to the employees that are currently logged
in.
- Set up automatic distribution rules, or assign a lead manually to up to four employees
(from various departments).
- The software automatically spots duplicate leads.
- The software looks up and verifies City/State/Time Zone based on zip and phone area
codes entered.
- Create and schedule automated e-mail campaigns to leads based on their status and
arrival date in the system.
- Generate Instant quote and email it right away or convey over the phone.
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Management and Tracking
Stay on track. Stay informed. Stay in control
Technology that meets your business needs with an emphasis on reliability and performance.
- With a click of a button create unique in content dispute letters for every round
of letters with a content generating engine designed specifically for credit repair
- Multiple client sorting and search options.
- Prioritize leads and clients with customizable icons, statuses, color-codes
- Set up a check-list and track what documents and when were received from the client
as well as sent and received back from each individual creditor
- Scan and store all client documents digitally in Prime Debt Soft. Organize documents
in groups. Support for all documents formats (tiff, PDF, jpeg, etc) and all TWAIN
compliant scanners.
- Upload unlimited number of files of any format to the client’s profile
- Add notes. Change font type and size, color, alignment and insert pictures. All
changes on the client’s account are logged into notes automatically
- Create a list of Dispositions for leads and clients. Send appropriate e-mails and/or
add tasks when dispositions change
- Use MS Word to create unlimited number of templates: quotes, agreements, welcome
letters, reminder letters, etc. The software will automatically populate the templates
with appropriate client information, and e-mail/fax/print them with just a click
of a button
- Create, prioritize, assign tasks and reminders including recurring ones
- Determine and integrate State or local Rules and Regulations
- A world of comprehensive reports. In addition to built in reports you can download
and manage reports in Report Builder module. Customize our reports or create your
own with built in “Crystal Reports”-like report editor
- Take care of your clients with Customer Care System
- Web Module provides a web application page for new leads and a client login page
where existing clients can access their information and exchange notes with employees.
Web module can be hosted either on your network or on Prime Debt Soft’s secure
server.
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Accounting
Automation, Integration, Performance
Smart and powerful accounting module with unparalleled level of integration and
cohesiveness.
- Full integration with Global Client Solutions and NoteWorld.
- Integration with any ACH provider by means of upload/download of NACHA or CSV files
- Set up and operate multiple accounts with Global Client Solutions
- Set up and operate accounts with multiple ACH providers
- Accept payments via Check by Phone
- Set up any type of payment plan matrix. Link your payment plans to particular types
of clients
- Analyze and forecast accumulated funds
- Set up and track commission payouts to your affiliates
- Keep track of the commissions that are due to each sales person with several customizable
commission reports
- Built in default budget with ability to setup your own fully customizable budget
with formulas
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Administration
Fundamental Approach
Integral administration suite for authorized team leaders.
- Flexible employee permissions system allows to custom tailor set of permissions
for each individual user allowing access to only those parts of the program, features
and reports that are necessary for this particular employee
- Establish Departments with Departments Rules
- Establish and automate your work flow
- Create your own custom database fields of various types to store additional data
- Create and manage multiple templates: emails, attachments, documents, quotes, notes,
etc
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