Features
Feature lanes
Metro2 review Client portal Social / Meta manager Managed websites
Migration Outsourcing Videos Pricing About Start Intake Login
Real product proof

See the product before you buy it.
Actual screens. Actual workflow.

CreditSoft is a local-first credit repair operating system with client workspaces, review queues, billing, portal, website, Social / Meta management, and control tools already built in. This page shows the product as it exists today.

  • Work the file, review issues, route tasks, and see next actions from one app instead of juggling disconnected tabs.
  • Run intake, client portal, Social / Meta follow-up, billing, and control tools without stitching together five separate systems.
  • Keep branded websites, Meta leads, and office follow-up pointed at the same stack instead of bouncing between disconnected vendors.
Product map

The product gets easier to trust when you can actually see it.

These screenshots are the fastest way to understand what CreditSoft really is: not just a dispute letter tool, but the operating system around the work.

  • Dashboard and CFO keep revenue, workload, and impact numbers in view instead of burying the business side in spreadsheets.
  • Client roster and inbox keep ownership, review pressure, and next actions visible so your team can actually move files forward.
  • Tasks, API, AI, and connectivity let your company control integrations and automation without giving up the local-first model.
Screenshot note

These screenshots were captured on April 13, 2026. The app is changing quickly, and we are putting product work ahead of website polish right now. Team of one.

CreditSoft client roster screen
Clients Client roster with ownership built in

See the docket, owner assignment, status, and cycle context without leaving the main workspace.

CreditSoft inbox and review queue
Inbox Review queue instead of scattered follow-up

Due-soon work, high-severity review, and next actions stay visible so your team can move the file forward.

CreditSoft task board
Tasks Operational work tied to the client lane

Create and advance work without pretending task management lives outside the product.

CreditSoft CFO dashboard
CFO Revenue and throughput in the same system

MRR, client lifespan, churn signals, and workload belong inside the product, not in a separate spreadsheet habit.

Core lanes

These are the product lanes your company is actually paying for.

CreditSoft is built to replace the messy stack of CRM, dispute tracking, review notes, portal, and control tabs that usually pile up around a credit repair business.

Casework and review

The working file lives in the system itself, not in disconnected tabs and side notes.

  • Client workspace Case notes, cycles, letters, briefs, browser captures, and follow-up stay tied to the client record.
  • Metro2 and comparison review Built around report review and dispute workflow instead of generic CRM-only thinking.
  • Inbox and task routing Missing owners, due work, and review candidates surface in the system instead of disappearing into memory.

Client-facing layers

The public side and client side should feel tied back to the same company system.

  • Branded websites Managed public pages can tie back into intake, pricing, portal, and admin handoff.
  • Client portal Clients get a branded login area connected to the company workflow instead of a dead-end status page.
  • Lead intake Qualification and fit-check flows capture better sales data than a simple waitlist box.

Growth and social

Marketing works better when the ad lane, the website lane, and the office lane point back to the same system.

  • Social / Meta manager A dedicated lane for Facebook, Instagram, Threads, and Meta-side growth controls inside the product story.
  • Lead form routing Meta leads can hand off into the branded website and office workflow instead of turning into CSV cleanup.
  • Tracking and handoff Pixel, Conversions API, and marketing follow-up stay closer to the same stack that closes the customer.

Office operations

Your company still needs billing, controls, and support after the letter is drafted.

  • Billing and revenue Payment history, recurring revenue, and company impact numbers live in the same workspace.
  • Companion and provider lanes Browser capture and provider support reduce manual intake instead of adding more steps.
  • Updates and control License, connectivity, API, and AI settings make your company feel like it owns the stack.
Settings and control

Control the stack without leaving the main app.

Provider keys, partner API access, marketing connectors, and local-first connectivity rules belong inside the same system as the work. That keeps setup practical, supportable, and easier to own.

CreditSoft API settings
API Partner API and endpoint controls

Token-protected integration details for the website, portal, installer, and companion lanes.

CreditSoft AI provider settings
AI Provider choices with validation

Choose which drafting and summarization provider your company should trust without losing visibility.

CreditSoft connectivity settings
Connectivity Local-first connectivity rules

Keep partner access and privacy-sensitive feedback inside clear company-scoped boundaries.

See the rest of the stack.

Pricing shows what the software costs, migration shows how your company moves over, and the client portal, website, and Social / Meta pages show the customer and growth lanes around the core app.

If the workflow looks right, the next step is choosing the lane that fits your company.

Start with the core software. Add intake, managed websites, Social / Meta management, or extra support only where they actually help your company.

See pricing