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CRM Software for Credit Repair Businesses

Things to consider when purchasing Credit Repair CRM software

How To Select a CRM System for your Credit Repair Business

CRM (Customer Relationship Management) software is a collection of tools that help companies retain and grow their customer base. There are many things to consider when selecting such a system for your business. You need to evaluate the capabilities of products in your price range and ascertain whether they match your needs, which is something you must determine even before you begin your search.

Credit Repair CRM software typically has the following core features:

  • Contact Management
  • Lead Management
  • Analytics
  • Data Visualization and Reporting
  • Marketing Automation Integration

Contact Management

Contact management provides your company the ability to organize your customers and data related to them, such as contact information, history, customer correspondence, and internal communications. You need to make certain that the software is adaptable to how your company operates. You shouldn’t have to change the way you do business based on some software limitation.

Lead Management

Lead management lets you track the results of your marketing campaigns and helps you isolate your strongest leads. Like with contact management, you must make sure that the way your company works can be expressed within the software.


Analytics processes historical data to help you decide what you should do in the future, in terms of both marketing efforts and sales calls. What you need to ask yourself when exploring these tools is this: will the software help my company make better decisions?

Data Visualization and Reporting

Data visualization helps you analyze complex data by allowing you to see it graphically, while reporting provides you the raw data you need to run your business. You need to check that both these tools will help your company make better decisions.

Marketing Automation Integration

Many CRM softwares for credit restoration companies allow you to connect data to popular marketing automation tools. If you use such tools, you want to make sure the CRM software integrates with it.

In addition to checking the core features of a CRM system, there are many other considerations to take in account. These include the following:

  • System Location (Cloud or On-Site)
  • Mobile Access
  • Social Networking Connectivity
  • Multilingual Support
  • Office Integrations
  • Global Search Capability
  • LDAP Support
  • System Location

Credit Repair CRM systems can exist as a desktop application locally on-site or as a web application on the cloud (the Internet). The credit repair company in Las Vegas: Credit Professor recommends a cloud based CRM for your software. Some people like to use general business platforms like Infusionsoft, and others prefer specific to the niche like Credit Repair Cloud. They said that it makes everything way easier for management of clients and projects. Each option has its advantages and disadvantages. On-site systems have better security and are always accessible, even during network outages. However, cloud-based systems can be far more cost-effective. Some CRM systems offer both types of applications while others offer either a desktop or a web application.

Mobile Access

Mobile access to the CRM system may be critical if you have customer support personnel working in the field, or if managers need access to the system outside office hours.

Social Networking Connectivity

Depending on how your business operates, you may need your CRM system to have interoperability with popular social networks, such as Facebook and Twitter.

Multilingual Support

If your company operates in countries where English is not the native language, you may need foreign language support for your CRM software.

Office Integrations

You will almost certainly need your Credit Repair CRM software to support your corporate mail system, and you’ll probably want it to support your other office applications, such as word processors and spreadsheets.

Global Search Capability

You want to make certain that your CRM software has global search capabilities, so that your employees can search for data across modules.

LDAP Support

If your company uses LDAP (Local Directory Access Protocol) or Active Directory authentication, you’ll want to make sure your Credit Repair CRM supports it.

There are many considerations to make when selecting a CRM software for your credit repair business. It is strongly recommended that before purchasing one you download a demo and fully test it, to make sure it fits your needs.

Things to consider when picking a CRM for your small business

Here are some tips to help you pick a new CRM software for your small business

Scouting for a CRM software? In business, we always look for ways to boost efficiency and save our team some time. We need a system that protects customer data and a tool easy enough for our associates to use and adopt. A logical choice is a Customer Relationship Management or CRM software.

As per its name, a CRM application was originally created to help companies establish and maintain relationship with their customers. It has evolved from a contact management tool into one that allows management of sales, accounting, point-of-sale or POS, vendor, and any data all in one solution.

A CRM helps a business grow by being used to find leads, follow up prospects and nurture them. The app is likewise used to maintain customer loyalty by saving key data to improve sales, for instance, by providing a personalized customer experience and support.

The main strength of the CRM is it can automate the aforementioned tasks and integrate data from other business areas without additional work. In totality, the software provides you and your sales team the needed tools to grow your business with possible minimum work. As business owners, it can make our lives easier and help our sales team do their job more efficiently. When you are picking a CRM for your business, here are a few things you need to consider.


Why do you need a CRM anyway? You should have a clear definition of your goals, the problem at hand and the solution needed. Here is a list of the possible goals any small business could have which we can arrange based on importance to determine the best CRM tool to pick:

  • Generate custom reports
  • Increase productivity and profitability
  • Manage relationships
  • Establish team connectivity
  • Organize business operations
  • Track customer base, leads, lead activity, closing rates and opportunities


What functionalities and features are needed in the CRM for your business? A CRM typically offers a lot of features to help a business about efficient customer management, but this can also cause difficulty in figuring out which features are needed by your business. Many businesses find features such as email marketing, sales quote and invoicing, performance and competitor tracking most beneficial to them.


When introducing or changing software, implementation is the key. There is a period of training and testing to correct system bugs as well as establish best practices. Some firms would have a consultant to head the deployment. Data will be uploaded to the new software and the team will be educated with it. This will take the time of your team members from current obligations and can incur substantial costs, so this step should not be underestimated.


When a new system is introduced, some of your team members may resist the change and feel threatened. For instance, the sales force may complain and would not be willing to give up contact information of their customers for fear of losing their position. Make sure you put your personnel at ease and assure them they are not at risk of losing their data.

For the sales team, personal relationship with clients is something that they own. They should be involved from selecting to implementing the CRM software so they feel less threatened with the new system. When your staff are greatly involved, they will feel ownership of the tool, will easily adopt it and even help others do so.


Your sales force will likely be mobile and use various devices to access the CRM system. Hence, the software should have the mobile capability or can be accessed with various web-enabled devices.

Compatibility and customization

You want to ensure that the new CRM is compatible with your current system. Most CRMs these days are easily connected to more applications via APIs. You also want a software that is flexible enough to be able to handle your processes since a CRM is created with a lot of scenarios in mind. When it comes to your small business, you get a CRM to boost business growth. The tool should adapt to the changing processes without the need to be replaced.


How much are you willing or do you need to pay for the new system? The CRM may greatly vary in cost. Their vendors typically base their price on subscription, which can depend on various factors like available features, number of users and business needs. Some vendors charge a flat monthly fee for a certain number of users.

Though many small businesses benefit from a CRM, it is not for everyone. If you are not sure if a CRM is right for you, or you do not have the budget for it yet, you can try a free trial which most vendors offer. Some even have free versions of the software but limit the number of users or features.

Product Demo

As a small business owner or the leader of picking a new CRM, make sure you see and use the product demo. Thoroughly test the demo, try breaking it as it is your chance to test the product’s weaknesses and strengths based on your needs. Do not make the mistake of just glancing at the product demo. You need to give more time checking to save you more time in the long run.


The CRM could have a lot of functionalities, but its reporting capabilities can help you stay on top of the competition. The tool should be able to generate customized reports based on your data. Such reporting capability may showcase your opportunities for improvement, as well as losses and wins. Your processes may be effective but your data shows otherwise. If you ensure your sales team not to fear inputting correct data, it can be very effective in determining proper products, pricing and deliveries.

It is important to take the time to research to pick the right tool which will contribute to your business growth. Scouting for the best CRM is a key process for your business and the above points to consider can get you started.



Ontraport CRM Review

Meta Description suggestion: Have a look at our review of Ontraport, the highly customizable CRM.

A review of Ontraport, the highly customizable CRM that keeps small and growing businesses in mind

When a smaller company increases its size it becomes essential to automate processes as effective and efficient as possible. At the same time, when a company is unhappy with their current CRM they can feel like they’re leaving money on the table. Because each company is unique it’s hard to recommend a perfect CRM solution that is the right choice for every company.  That’s why it’s important to ask the right questions when choosing a CRM:

  • How is the price for the features it provides?
  • Are there any features that would be useful for my particular industry?
  • Do I need to use any of the advanced features?
  • How is the customer service?

In this review of Ontraport, we hope to give you an answer to some of these questions.

Ontraport pricing

Ontraport currently offers three types of products for different types of businesses. All plans come with a 90-day no risk, money back guarantees.

  • $79/month Basic plan: 1k contacts, unlimited emails, and 1 user
  • $297/month Pro plan: 25k contacts, 100k emails/month, and 2 users
  • $597/month Team account: 100k contacts and emails, and 10 users

With the prices starting at 79 dollars a month, Ontraport can be considered one of the most affordable CRM systems for a number of features it has. Competitors such as Infusionsoft that have similar features start at a higher price point.

Ontraports features

Ontraport has a lot of advanced features. It’s important to understand what features you are looking for though, before purchasing. Here is a full overview of Ontraports features:


  • ONTRApages
  • ONTRAforms
  • ONTRAPORT Marketplace
  • Webforms
  • WordPress Integration
  • Membership Sites
  • Facebook Integration
  • Split Testing


  • Marketing Automation
  • ONTRAmail Email Marketing
  • 2-way SMS Messaging
  • Postcard Marketing
  • Partner Programs
  • Marketing Tracking
  • PURLs


  • Order Forms
  • Trials, Subscriptions, Coupons, and Payment Plans
  • One-click Upsells
  • Lead Management and Scoring
  • Task Management
  • Abandoned Cart Follow-up


  • Powerful CRM
  • Business Automation
  • Custom Objects
  • Metrics Dashboard
  • ONTRAPORT Mobile
  • Secure Open API
  • ONTRAPORT Projects

What are the benefits of using Ontraport

As you can see Ontraport has a lot of features. However, the power of Ontraport lies in the fact that it’s highly customizable. It makes things such as CRM, managing leads and selling that much easier. Because of its customizability it lets you build your business systems they way you want you without making you feel like you’re limited in any way.

The selling features of the software are advanced as it allows your customers to see and purchase your products, services, and whatever it is you are offering among other features. The eCommerce features are also very advanced and work well.

Ontraports offer significant advantages over standard autoresponders. This has to do with the fact that most autoresponders are made with just email marketing in mind.

Ontraport’s Customer service

One of the most important aspects of any CRM system is its customer support. When you’re trying to run a successful business you are going to run into a lot of challenges. Having these challenges dealt with in the right way is vital to success.

We would like to make clear that we have heard nothing but good things about Ontraport’s customer service. The companies we had contact with told us they were always available and always gave nicely formulated, detailed answers to questions no matter how small the question. According to Ontraport, they hold a 96% satisfaction rate.

With that being said, Ontraport also has a great Facebook community. Everyone is very well informed and willing to give other companies who have just started implementing answers to their questions. That’s why you should consider joining their Facebook community and ask questions there.

The Ontraport 5.0 release

Ontraport made further improvements to its software by releasing version 5.0 last month (June). While the user interface was already improved with the 4.0 release which happened a couple of months ago, this update addressed some minor problems such as bugs. Bugs are always present in a larger software though so there is no real blame for the company.

Setting up campaigns have become even easier than it was before. We really can’t say enough good things about the visual campaign builder because it’s extremely user-friendly. It makes it easy for everyone to see the processes, set goals and track real-time performance metrics. This update seemed to have introduced some of the last minor missing pieces to the puzzle.

Improvement factors

No software is perfect. While our overall experience has been great and the latest version has brought about even more improvements, here are two small improvement factors we could think of for possible future updates:

  • The ability to track the inventory of a product
  • Some more step by step training videos for the advanced features could be useful

 The CRM Verdict

Now is Ontraport the right tool for your company? If you have a clear vision of what you want to achieve by using (or switching over to) Ontraport by making a clear list of your priorities, business processes, and strategic goals, it is an extremely powerful tool that will give most companies everything they need. You should expect a bit of a learning curve when you start using the software, but that is something that should be expected from a CRM system that’s so powerful if it’s used in the right way.

Ontraport should enable you to exponentially grow your company and at the same time increase stability. Based on our experiences we would recommend any company to give Ontraport a try. With its competitive pricing and the money back guarantee it should especially be a consideration for smaller, growing companies who are planning on using their first CRM. The latest update shows that the Octatrack team is constantly listening to its user base and improving the software.