Customer & Lead Management

 
 

Powerful CRM Features

DisputeSuite.com is a multi-user software that gives your entire company a 360-degree view of each of your customers. This allows you to maintain knowledge of every customer and lead, enabling collaboration across your company. You will be building and maintaining lasting customer relationships. Reps need solutions that make their jobs easier, not more complicated. DisputeSuite gives them fast access to your data. DisputeSuite is multi-user which means your entire company can login and use the application (sales reps, processors, managers, etc.) without having to install software on each computer. The CRM tools will greatly increase the efficiency of managing your customers and leads.


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Central view of All your credit repair customers

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Complete view of your customers and leads

The view page allows owners, processors, customer service and sales reps to have a bird’s eye view of a records progress without having to toggle through multiple customer records. The layout empowers users with instant information, including:
• Record grouping (group by sales rep, status, etc.)
• Advanced sorting and filtering
• Date of last activity (last time anything was done on a record),
• Number of past due letters
• Days until letters are due back
• Number of letters pending print
• Number of active dispute letters
• Portal activity (whether a customer has written a note or attachment in the customer portal).


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Maintain notes on each customer for all users to view

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Build stronger relationships

Credit reports, dispute letter generation tools and management, dispute history, notes, attachments, people working on the customer, and more, are all attached to the customer record. Help your reps work smarter by giving them the tools to automate the credit repair process while building and maintaining stronger customer relationships. Never miss a beat trying to “catch up” on what's been going on with a customer. Use DisputeSuite and keep yourself one step ahead of your customers, providing them great service in record times to increase customer satisfaction and profitability.


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Adding customers is fast and easy

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Add an UNLIMITED number of customers & leads

You can add an unlimited number of customers and leads at no extra costs. DisputeSuite also provides your entire company (onsite and offsite employees) a complete view of all your contacts. Because it is web-based, users can access the application from any web-browser, anywhere in the world. Companies can now offer telecommuting and work from home options to employees and staff. DisputeSuite’s advanced roles and permissions system, you can control what each user has access to and what actions they are allowed to perform.


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Attachments allow you to upload contracts, dispute results, credit reports, and more. Go paperless!

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All your customers’ information is in one place

No longer have to worry about locating the customer’s information, credit reports, dispute letters, what’s been disputed, dispute letter results, notes, or any other information. You can now track and view the customer’s credit repair history in one place. DisputeSuite comes with a credit report system to store your customer credit reports. Every letter you create for each customer will be stored under their record so you never have to search for the dispute letters. Also, each customer has a full dispute history, including what has been disputed, who it was disputed with, when it was disputed and the results of the dispute. This makes it easy to tell what has been done for each customer.


More Features

  • Add an UNLIMITED number of customers and leads
  • Completely web-based and hosted by DisputeSuite; available 24/7/365 over the Internet.
  • Easily share contacts with your entire team, yet have full security over who has access to what info with the roles and permissions system.
  • Link customer records together for husband and wife.
  • Maintain notes on each customer and lead for all users to view.
  • Upload attachments under the contact such as contracts, credit reports, dispute letters, and more.
  • Manage customers and leads as a team. Define all the people involved in managing the record, along with their respective roles such as "Credit repair agent" or "Sales rep."
  • Users can view and update client data as well as check the status of active and past credit repair clients.
  • Users can view and update client data as well as check the status of active and past credit repair clients.
  • Easily search for customers by name, case agent, service status, customer status and more.


Next Step

Once you truly gain full visibility into your company's customers, you'll never want to go back to the dark again. We guarantee it. Take a Credit Repair Software 30-day Trial today, or contact us directly for more information: 1.877.90.SUITE (78483).

Compare key features available in Standard and Enterprise Edition.
View DisputeSuite.com highlights in the demo movie, or explore on your own with the interactive demo.
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