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.

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Automations That Fire on Real CRM Events

Set 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.

Client created triggers — Automatically launch welcome sequences the moment a new client is added to your CRM.
Invoice due and overdue triggers — Send payment reminders on schedule without touching a single client record.
Status change triggers — Notify clients the moment a dispute is shipped or a bureau responds.
Document uploaded triggers — Instantly confirm receipt when clients submit documents through the portal.

Everything Built Into Your CRM

All the automations you need, built in. Connect Zapier, n8n, or GoHighLevel to extend even further.

SMS Campaigns

Send automated text messages triggered by client events. Reach clients instantly on the channel they actually respond to.

Email Sequences

Drip campaigns and status notifications delivered automatically. Keep clients engaged throughout the entire repair process.

Onboarding Reminders

3-day and 7-day follow-up sequences for new clients who haven't completed onboarding. Reduce drop-off without lifting a finger.

Payment Reminders

Automatic due date and overdue notifications reduce late payments and eliminate awkward manual collection calls.

Status Notifications

Clients are notified automatically when disputes are shipped and when bureaus respond. They stay informed without calling your office.

Quiet Hours

Enforce send windows to respect client preferences and comply with communication regulations. Automations wait until it's the right time to send.

SMS, Email, and Phone — All in One Platform

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.