Automate Your Client Communication and Workflows
Trigger-based SMS and email automations that keep clients informed and your business running — without manual follow-up. Set it up once and let your CRM do the work.
Join NowTrigger-based SMS and email automations that keep clients informed and your business running — without manual follow-up. Set it up once and let your CRM do the work.
Join NowSet up workflows that respond automatically to what happens in your CRM. When a client is created, an invoice comes due, a document is uploaded, or a dispute status changes — your automations handle the follow-up instantly.
Every automation type you need to run a credit repair business is included — no third-party tools required.
Send automated text messages triggered by client events. Reach clients instantly on the channel they actually respond to.
Drip campaigns and status notifications delivered automatically. Keep clients engaged throughout the entire repair process.
3-day and 7-day follow-up sequences for new clients who haven't completed onboarding. Reduce drop-off without lifting a finger.
Automatic due date and overdue notifications reduce late payments and eliminate awkward manual collection calls.
Clients are notified automatically when disputes are shipped and when bureaus respond. They stay informed without calling your office.
Enforce send windows to respect client preferences and comply with communication regulations. Automations wait until it's the right time to send.
WhiteLabelCRO combines every communication channel your credit repair business needs into a single platform. No separate tools, no disconnected integrations, and no switching between apps to track what was said.