Our Credit Counseling edition is simply the best system out there for credit counseling agencies. Once you have seen it you will understand why.
Please review the product information and contact us for a demo today.
Enroll more clients in less time with less errors. Several features are included to validate your input, prevent entering duplicates, and automate entering account information
Keep your clients on track with their expenses, and improve their financial health
A complete multi-user calendaring system is included in our application
Ensure a consistent flow of funds by creating payment templates to automate both client debits and payments to creditors
Enjoy the most complete and flexible task and workflow manager in the market
Easily import, group, split, and transfer creditor portfolios
A system that exceeds the latest industry standards
A full-featured built-in accounting system that simplified clearing, reconciling, voiding and reissuing checks
Take advantage of our 100+ built in reports and interactive grids, or design your own!
A rich interface with color alert, tooltips, and context-menus that can be customized to your liking
A reliable system that enforces the latest security protocols
The web portal is part of the CreditSoft system. It connects to your database and delivers information and interactions to authenticated users on the internet.
The following types of users can login to the portal:
Employees can also connect to the web portal. But keep in mind that our Windows application is still a lot more powerful than the web portal for employees.
Let applicants enroll themselves in your program via your own web portal
Keep your clients on track with their expenses, and improve their financial health
A complete multi-user calendaring system is included in our application
Ensure a consistent flow of funds by creating payment templates to automate both client debits and payments to creditors
Improve customer service by using our built-in online ticketing system
Easily import, group, split, and transfer creditor portfolios
A system that exceeds the latest industry standards
Increase efficiency by giving your clients more control over their payment information
Gather any information you want at any time by using our custom data form designer
Give clients and creditors access to information via custom reports and grids
You have control over the look of your web portal
A reliable system that enforces the latest security protocols
A system updated to take advantage of the latest technology available
Use our affordable and reliable electronic signature system, completely integrated in your web portal
“We have been with CreditSoft for almost 8 years and count it as the best business decision we ever made. The program is reliable and ever improving as they are making enhancements on a regular basis. The ability to generate reports and customize features is unlimited! You name it and if it doesn't already have the capability they can create it for you.
The program is easy to use for the most novice individual and allows you security features to keep curious eyes or those with intent or by accident to not see or make changes to areas that may be sensitive.
…Creditsoft is responsive and problems are fixed immediately. Their support staff is friendly, knowledgeable and easy to get a hold of. They have always treated us fair and have gone out of their way to even help us with hardware issues unrelated to their duties. Overall I give Creditsoft the highest marks.”
“We have used many different debt management software packages over the past 5 years. Since we were one of the first CreditSoft users the conversion went much better than we ever expected. We converted from the Brainard system. The main benefit has been the ability to get more done using less people and having certain processes automated which before required numerous steps and work-arounds. So far we have been able to automate 7 positions for a savings of $3,500 per week in labor costs.
Training employees is much faster and easier given the layout of the software. The security settings and audit history logs are extremely helpful. I would have to say from the software currently out there on the market in our industry CreditSoft would be superior above the competition.”
“CreditSoft was our vendor of choice for a 40,000 client conversion in the past and they exceeded all our expectations. Their support staff was professional, knowledgeable and most helpful. They spent the necessary time making sure we understood the program and addressed any and all issues that arose. Their dedication and expertise made the conversion a tremendously satisfying experience.
Since our conversion their continued support has been vital in helping us operate effectively and efficiently. Every issue that arises we find the same level of cooperativeness and effectiveness in their staff finding the best solution to our problem. Their attitude of allowing and even encouraging our input, shows their continued commitment to excellence and customer satisfaction. It is without reservation I recommend the CreditSoft product to any company. "
If you have questions about our technical requirements list, please feel free to contact our Technical Support Department at (954) 255-2622x200.
For more information about Microsoft SQL Server, please visit www.microsoft.com/sql.
The Standard Edition is required. For larger companies we recommend the Enterprise Edition
The following are estimates for a typical server used with CreditSoft.
We are dedicated to not only providing the most advanced software product, but also making sure our customers are well-trained and able to use our software to its fullest capacity.
Our training programs and materials are specifically designed to help you get the most out of CreditSoft.
If you require immediate assistance, please call us at 1.877.877.7872 x600. Or please email us at support@creditsoft.com. One of our training specialists will be happy to assist you.
Our online training program is individually tailored around each company’s specific business model and practices.
Our trainers will work with you and your staff to make sure that you are getting the most out of using CreditSoft.
5 Day (or 40 hour total) Online Training & Installation
$ 4,495.00
3 Day (or 24 hour total) Online Training & Installation
$ 2,995.00
1 Day (or 8 hour total) Online Training
$ 1,240.00
Additional Hourly Training
$ 250.00
Customers who request on-site training will be given a free quote for the instruction and travel costs associated with sending a CreditSoft Training Specialist to an office location.
To contact the training department, send us an email or call1.877.877.7872 x600 for more information.
CreditSoft has converted data from several different software providers throughout the years. This extensive experience has allowed us to create a standard conversion process that guarantees your conversion will be successful. This standard process includes personalization to take into consideration each customer’s situation.
Our experienced data conversion team will ensure all your data is transferred correctly into CreditSoft.
Did you know that CreditSoft has the largest customers in the industry, some with over 300,000 client records? A lot of time was spent in the design of CreditSoft, to optimize screens and processes so they would handle large databases and still maintain fast application response times.
Once you switch to us, you'll want to stay with us. Here is what customers say after they go live:
Conversion costs vary depending on the type of database, the amount of data, its quality, and the amount of additional external data sources. But our estimates are free and guaranteed.
SPECIAL OFFER ON BRAINARD CONVERSIONS!
For a limited time we are offering conversions from Brainard at a flat fee rate of $4950. Compare this to our regular Brainard conversion which costs an average of $12,000. So this is more than a 50% discount on our proven reliable Brainard conversion. We came up with this discount to help credit counseling agencies make the jump. We have many references available of customers that converted from Brainard and are running their agencies more efficiently with CreditSoft today.
Please call us at (954) 255-2622 x 300 to inquire about this special offer.
Conversions are usually easy but tedious tasks. Conversions can be time consuming because data from your old database often needs to be repaired before CreditSoft can import it. The reason is that the CreditSoft SQL Server database is designed for stability and doesn’t allow corrupted data such as orphan records to be imported.
Among others: MS SQL Server, Excel, MSAccess, MySQL, DBASE, Sybase, OpenInsight, PostgreSQL, Comma-delimited, FoxPro
We plan our conversion thoroughly with you. We usually schedule several test runs to give you a feel for the data, and test for any errors using control totals and other data validation processes. We plan the “go live” date so your business hours will not be interrupted. And we do not “go live” unless there are no errors.
Yes. But unfortunately, some agencies have found out the hard way that it's almost impossible to switch from certain vendors because their data is not accessible, or just not accessible in a mainstream format that other vendors can read.
If you cannot get us a copy of your data, unfortunately we won't be able to convert it
Primedebtsoft customers that have approached us unsatisfied with their software and level of customer service, and eager to switch to us, have found to their dismay that it was impossible to extract the data from PrimeDebtSoft's servers, and that their data backups were useless for anything other than restoring back to PrimeDebtSoft's servers.
If you don't go with us, our word of advice is to at least make sure your software vendor uses a standard database system that allows for standard backups and data export to mainstream formats like text or excel.