The automatic imports of Disputes is easy. You can import credit reports from several different sources (e.g. CreditKeeper, TrueCredit) and then populate all your clients' fields automatically. Imported fields include Creditor, Account ID, Amount, Credit Bureau, and optional Notes. Even better, the software will suggest the correct Dispute Type, Description, and Template Letter to use for each dispute automatically and in seconds.
After automatically importing disputes, you can also add or modify the disputes using a simple interface.
What takes two hours on other systems takes ten seconds in Credit Money Machine Net.
Every user is unique: we know and respect that. We provide different ways to interact with our unique Credit Repair Software..
Essentially, there are six interfaces - from the Macro Menu to the Five Levels on the Main Screen
Choose from "as easy as possible" to "fast and powerful" as needed.
The main screen adapts itself automatically or at your command to give you the best view possible, so you have all the tools you need right in front of you at that particular moment.
We try to avoid pop-up windows as much as possible. A key to productivity is to have handy as much as possible.
As with anything worthwhile, there is a bit of a learning curve, but the hours you put in up front getting to know the software will pay dividends in hundreds of hours of saved time once you're up and running. Credit Money Machine Net has three main ways to efficiently perform Credit Repair: Automatic, Semi-automatic, and Manual.
This a partial list of areas in Credit Money Machine
The Status tab provides more detailed information regarding the disputed items on a client's credit report. Each disputed item can have a different status (such as 'deleted', 'in progress', etc.).
The client can also write comments about items 'in progress' and email the changes directly to you.
ONLINE PROGRESS REPORTS:
STATUS TAB
ONLINE PROGRESS REPORT: NOTES TAB
ONLINE PROGRESS REPORT: ATTACHMENTS TAB
The Notes tab provides a simple way for clients to e-mail you notes or questions, as well as view their "progress status messages", which are automatically posted when uploading from Credit Money Machine.
The Attachments tab allows clients to send you documents and images related to their case, which you can receive inside Credit Money Machine.
ONLINE PROGRESS REPORT: REFER A CLIENT
ONLINE PROGRESS REPORT: KNOWLEDGE DATABASE
On this tab, your current clients can fill out a quick form to refer potential clients to you. You may decide to add incentives for referrals, sending your clients to the portal to submit referrals.
The Knowledge tab has general credit repair information which may be of interest to your clients.
While we do not consider ourselves a Debt Settlement program, Credit Money Machine has all the necessary tools and features that you would need to interact with creditors to deal in Debt Settlement situations for your clients.
Credit Money Machine comes pre-populated with over 1200 creditors, and you can add as many as you want.
As a matter of fact, when you import credit reports, the creditors and their addresses are automatically added to the Creditors Database.
You can create disputes manually as well, or base them off other disputes.
Keywords are an extremely important part of your marketing.
How many times do you wanted to have a set of keywords for a particular campaign only to realize that you need to redo all the work and thinking that you did just a seek ago?
With our integrated Keywords Analyzer System you can control, import, export and retrieve your keywords with easy. Slash your work from hours to seconds.
Also you can add pre- and suffixes automatically as well as variations and misspellings with ease.
You can have unlimited keywords. Create Groups and much more.
Our CRM software includes a full-featured Invoice System with features not even found in professional systems.
You can create both product or service invoices. It has one-click groups, allowing you to classify your invoices any way you want.
The Invoice System also interacts with the Inventory system so your inventory is updated in real time. It also interacts with Accounts Payables, creating commission payments based on agent commissions. Then, from the Account Payables you can create checks automatically to pay for these commissions and enter them automatically in the Checks Register area to be reconciled later.
You can charge credit/debit cards using the Gateway Interaction System incorporated into the Invoice System (we are compatible with the main gateways)
You can send invoices using the integrated Email System, fax or print.
Additionally, you can receive partial payments and use the advance searching system, print sales reports and much more.
How well are your employees working? Can you support that assumption with numbers?
The Agent Metrics system allows you to set codes for any sort of action that employees at the company can perform.
At any point in time, you can review what has been logged, and find out the percentage of salespeople who have sold to 80% of their assigned contacts, and much more!
Some users praise our Task Manager System as the best in the world, so who are we to tell them otherwise.
As you can imagine, we thought out-of-the-box when designing our unique Task Manager System.
First of all, let me tell you that the purpose of the Task Manager is to interact with clients. That's it. Not to interact with your meetings (use our integrated Personal Agenda for that), not to manage your own tasks (use our integrated Agent Task Manager for that) not to interact with the Company Calendar (yes we have a specific area for that too).
The main and possibly only reason to use the Task Manager is to interact with leads, prospects and clients in the most efficient way possible.
Don't you hate when you have all your tasks popping up in another window, usually at the worst moment (when you are talking or having a client in front of you)?
Fear no more. Our unique Task Manager will pop up only the tasks you want and only at the time you want. Otherwise, you can click a button to select pending tasks (usually after you finish taking care of your current prospect or client).
Additionally, you can reschedule tasks with just one click. Again, being more productive is the main goal in all areas of the software.
A very important feature is our Strategy Task Groups.
Imagine this scenario: you buy a list of 1000 prospects and you intend to send them an e-mail to all of them today, then in two more days you want to call them and in 3 more days send another e-mail reminder.
The question is: can you do this with your current CRM? I bet not! You would need to set up 3000 tasks (1000 leads x 3 tasks) which would either make it impossible or take a month to do.
With our CRM software it would take just one click to create those 3000 tasks on different days for a 1000 leads.
Another highlight of the Task Manager is the ability to work in real time. For example, if you assign the sending of a contract today and then to follow up in 3 more days, our Task Manager will maintain this critical time automatically so if you do your tasks faster then other tasks will be reschedule automatically and as appropriate
The opposite is also true, if you don't do certain tasks today, future tasks linked to this task will move forward in time as appropriate.
By no means is this all you should expect from our Task Manager, but it can certainly give you an idea of how unique, powerful and special just this "little" area in our CRM software is.
While our CRM main purpose is not to do Telemarketing its features rivals with the best Telemarketing programs out there.
You can interact with our Telemarketing System from its dedicated Telemarketing Screen or from the integrated Telemarketing area in the center of the Main Screen (both shown at left)
The Telemarketing System uses several areas synergistically.
In addition to the actual Telemarketing areas we provide a Telemarketing Scripts Manager so you can manage unlimited scripts with ease, the Telemarketing Call- Dispose-Groups and the Charts to display results.
This set is a killer combination that allows you to address your Telemarketing strategy with ease and to evaluate its results right at your fingertips.
You have 15 scripts and branches available at the push of a button (unlimited in the Telemarketing Script Manager) .
One of the nicest features in our Telemarketing System is the ability to merge data from Agents and Leads in the Script automatically. This feature alone worth the "price of admission".
Without any effort you can insert symbols that will be substituted by the correct information at time of reading. You and your employees can read their scripts fluently without having to scramble to find the "right" information in other places.
Forget about using Outlook with all its limitations. Our integrated E-mail System is the answer to all your prayers.
First of all, it selects all the emails sent, received and linked to your client automatically with one click. This feature only can save you hours a day.
Let me elaborate a little bit on this one since it is so important that I want you to realize its importance.
Obviously, it is very important to know the whole communication history with your client or prospect. It's indispensable these days.
It is common that your clients have more that one e-mail (maybe one with Gmail and another one with Hotmail or with their own domain, sounds familiar?)
First of all, majority of CRM don't have their own integrated E-Mail System they only interact with Outlook (we do that too but only to help with the transition)
So, let's say that you have a prospect with two emails and you have been interacting with him or her for some time now even receiving some faxes from him, exchanged contracts etc.
If you are using Outlook, for example, and want to know the line of communication with this prospect you would need to create a directory, then do searches in your inbox for both emails, move those emails to that directory, then do the same searches inside the sent box and move those emails too inside the directory and finally find all contracts that you have received and send to this prospect with your online fax (you have one right?) and drag these emails (faxes) to the newly created directory.
Well, all this can take easily 10-15 minutes and guess what? It will be obsolete the very next second since the information is not in real time.
With our CRM software you would click one button, and automatically, select all emails sent and receive including those contracts (faxes) linked to the prospect in one second even if you have thousand of emails.
Other email features include, for example, the ability to Encrypt and Decrypt emails, the ability to edit emails which it is extremely useful, the handling of attachments directly in your hard drive (so you can use them outside the email system), a unique search system that really works with programmable shortcuts (as opposed to Outlook's search system that is almost unusable IMHO)
Then, you have a plethora of features that ranges from a Rules Manager System to finding contacts based on emails or even creating them to having the power of having hundred or thousand emails without reducing speed or performance.
Simply, the most unique Email System ever developed right at your fingertips.
You can control all your payables in this area, including recurring payables, and create checks to pay for them with one click.
Don't buy checks anymore.
Our CRM also has an integrated commission system with unlimited levels that is triggered when invoices are paid, automatically creating a corresponding entry in the Accounts Payable.
Print checks on blank check paper. No need to buy pre-printed checks. Use Versa Checks 3000 or 1000 format or compatible.
You can print blank checks to fill in by hand or already filled-in checks from your company information and your clients data. You can also create check drafts that you can deposit in your bank without your clients signature.
Control unlimited bank and credit/debit card accounts. The reconciliation system will advise you if there are any discrepancies with your bank / card statements.
For those of you that like to be on top of your finances, the Financial Desktop is a dream come true.
See, at a glance, all important financials like Receivable Aging and Forecast, Payable Aging and Forecast, Invoice Aging and Forecast, Products Sold, Groups /COA and Bank Balances all by Range of Dates.
Even if you use Quickbooks right now you will find that our Financial Desktop is easier to use and maintain.
Control your finances or advise your customers with our integrated Budget Center.
Here you can compare the ideal ratios by budget area with your own or your customers and the know which budget area you or your customers need to improve.
Then you can print or even email this budget to your customers if needed.
With our integrated Amortization Loan Center you can calculate unlimited loan scenarios for you and your clients.
It can be a very simple mortgage-like loan or a very sophisticated loan scenario with up to six different rates and periods with extra payments unique or recurrent.
As part of our unique set of features our CRM includes our Automatic Investment System
The Automatic Investment System is an automatic investment Software based on Robert Lichello's best seller "How to Make $1,000,000 in the Stock Market Automatically" where he teaches his now famous Automatic Investment Management system.
In fact, our system lets you manage your portfolios and use Mr. Lichello's system with ease.
If you are into marketing (and you should) you will appreciate our Article / Blog Manager.
It is not only a place to manage all your articles, blogs, marketing e-mails, banners etc but also an article spinner.
In case you are not familiar with spinning, it is the ability to create unique content every time you click a button. It is really great for marketing and it is integrated in our CRM software.
The Affiliate Media Marketplace is a very special area that allows you to upload to your own domain on the Internet a series of marketing materials suitable to be used in an affiliate marketing scenario.
For very heavy traffic it would be more suitable to use an external Auto Responder and that is why our Contact Management Software interacts with two of the most important Auto Responders available.
GetReponse is very reliable and well known.
AutoResponse Plus is also popular.
AutoResponse Plus is an auto responder that you install on our own server so basically you can send your series of emails without paying anyone.
A unique feature allows you to merge data from leads, clients ad agents directly from Marketing Sales Machine into AutoResponse Plus.
Imagine the possibilities, now you can use the powerful features in our CRM Software to select a group and then just click a buttons to assign (or unassign) that group to any campaign in AutoResponse Plus.
As a matter of fact, we can do many things interacting with those Auto Responders that what they can do on their own.
(you need to buy AutoResponse+ separately here or to use GetResponse click here
If you are doing any kind of marketing and you are paying for an Auto Responder Service that controls your subscriptions, you will appreciate our integrated Auto Responder System.
An Auto Responder is an area where you can set a series of emails to be sent in sequence at future dates automatically.
It will let know set in advanced unlimited personalized emails like newsletters, prospects offers, etc. A unique feature let you merge data not only for leads and clients but also from your agents. This means that the same AutoMessenger can be used by different members of your staff and still be personalizes with the agents personal data. Go Top
When you need to send thousand of emails, our integrated Bulk Email System will prove invaluable to your company.
It will interact with AutoResponse Plus but most importantly it interacts with our integrated Email System and also with the Contacts area so you can import, export mark undeliverables and more.
Have you ever wonder how your website compare to the one of your competitors?
With our integrated Competitor Analyzer System now you can.
Not only it will let you compare websites for traffic and other factors but it will extract, with one click, the Title, Description and Keywords and content of that website ready to be added into our integrated Keywords Analyzer.
Many additional features let you manage and visualize the data.
There's not one but three main systems to extract lead information, including telephones numbers and emails in many cases.
This leads will be extracted and imported into the contacts database ready to be used with the integrated Telemarketing System, the AutoResponder, the Templates Manager and more
Additionally there is a generic extraction system (parsing) so you can program your own extraction from unlimited places.
Daily Tasks control recurring Marketing actions or tasks that you need to do on a regular basis: daily, weekly, monthly, etc.
This area is different from the Personal Agenda and the Task Manager, in that Personal Agenda is geared toward discrete events in your daily life, and Task Manager links the task to a specific contact.
For example if you check your PPC Google Account everyday this is the place to be reminded of that put notes on results etc.
The Social Media Submitter Assistant is an integrated area that will let you interact with Blogs, submit Articles, Videos and basically fill-in forms of almost any kind.
It comes preset so you can interact with many places but its main power is achieved when you learn how to set your own form fields and therefore be able to interact with almost any form online.
If you are paying monthly to be able to have such service now you have integrated in our CRM software.
Our Contact Management Software has an integrated Tracking of Marketing Campaign System that will let you control not only your online campaigns but also your offline campaigns as well.
Just by inserting a code in your php pages you can track your campaigns and quantify your entries, exits and your sales.
Conversion rates are calculated based on entries vs exits and exits vs sales
A main advantage of this system is that works with any search engine or without one .
It can handle unlimited clicks. A million clicks is not a problem with our system.
Would you like to prepare your Twitter messages in advanced and send them automatically from unlimited different Twitter Accounts? The Twitter Scheduler is the solution. You can even set recurrent tweets to go out every day, week, months etc.
Most importantly, you can extract specific Twitter IDs automatically that are related to your business and target those IDs with your Tweets. This way your audience is more targeted and you will get more followers than with any other system.
Most importantly you can target your Tweets exactly where you want them.
Our software includes a seamlessly integrated client support system.
You can have unlimited categories, and unlimited questions and answers in each Category.
Personalize each answer with your client's name, email, etc. Just click the F.A.Q. button, and they'll receive a personalized answer to their question, without having to type a thing.
You can even record your answers and play them over the phone for your customers directly from your computer.
The Parsing System allows you to add new contacts from text, HTML pages, emails, etc.
If you receive a confirmation email from your website about a purchase, you shouldn't have to retype the information contained in the email to your database! Just use the Parsing System to import the data all at once (and even automatically with the Email Rules Manager).
Have a humongous list of contacts information on your clipboard? Just click the parsing scheme relevant to the clipboard data and the contacts will be inserted into your Contacts database.
Do you have lots of software and files in your computer?
Does it happen that sometimes you don't even remember what marketing ebook or program you purchased, or where is it?
The solution is now in your hands with our integrated Virtual Desktop Manager where you can manage all your software and files and find them with ease.
Add descriptions, titles, related files (like where you purchased them) and much more.
It has even a password system to be able to access with ease all those website subscriptions you have.
Website Manager is your own website repository where you can find places of interest in one place.
For example you browse the internet and find the greatest website for your marketing or other purposes, what do you do?
Just enter the website in your website manager where your can retrieve it at any time.
Other example , you find a website that you like its looks. You can grab the content of the website directly from your Website Manager to analyze its structure and copy its secrets
It you are researching your marketing or simply you are looking for prospects in a specific area this feature is for you.
In the Import Domain Names you can extract, and automatically add to the list manager or clipboard, a list of domain names that include a specific keyword of your choice.
In this area we find many interesting marketing tools.
Among them,
* A password generator.
* Extraction of links based on a URL.
* Extraction of links from Google Maps.
* Extraction of emails from your Windows Clipboard.
* Extraction of URL from your Windows Clipboard.
* Import / Export of Emails
* Recursive Parsing (extraction) of data from any text (i.e.: leads from lists)
* Generic List Sorting.
If you do marketing campaigns on TV, Radio and similar media the Multi-Media Campaign Analyzer will be a bless.
One of the problems with these types of campaigns is that you receive many different offers and it's very difficult to make sense which ones are best. The Multi-Media Campaign Analyzer is designed to analyze all that.
This specialized area lets you manage and analyze unlimited campaigns specially those that use time slots.
You can determine with ease which campaigns are underway.
Virtual Contacts is a feature in Marketing Sales Machine that lets you post to the internet a group of contacts to be seen with any Internet device like iPhones,or Blackberries, SmartPhones, laptop, etc.
Additionally, you or your agents can modify the information online and retrieve it back into you Marketing Sales Machine
Imagine that you have a list of prospects that you want to split and distribute to your agents in other states.
You can use the virtual contacts to upload those list segments so each one can work on a few prospects and then you can retrieve the results into your Marketing Sales Machine.
(see example here)
Your agents will be able not only to see the information but to add, and modify it online and the modification will update your Marketing Sales Machine with one click.
This is ideal to outsource Telemarketing services even in other countries since the posting from Marketing Sales Machine to the Internet is almost instantaneous.
You can upload different Virtual Contact groups to unlimited agents.
Are you paying for an Online Survey Services or thinking about using one?
Posting surveys and having your clients and prospects use them is a great way to know more about what other people think about your products and services.
With our integrated Survey System you can create and post to your own domain on the Internet unlimited surveys and then gather and analyze their information to give you important clues about your business.
Instead of interacting with Microsoft Word and taking minutes just to open, our integrated word processor and manager resolves all your needs in one place and it is fast.
First of all, you can have unlimited categories and unlimited templates in each categories.
Second of all, you can insert symbols with ease that will be replaced by the correct information at time of printing, emails, faxing, etc.
There many other unique features in the Template Manager to fill several pages, one I love is the ability to scan and fill in any form like a Western Union form or any other for that matter, invaluable!
Would you like to prepare your Twitter messages in advanced and send them automatically from unlimited different Twitter Accounts? The Twitter Scheduler is the solution. You can even set recurrent tweets to go out every day, week, months etc.
Most importantly, you can extract specific Twitter IDs automatically that are related to your business and target those IDs with your Tweets. This way your audience is more targeted and you will get more followers than with any other system.
Most importantly you can target your Tweets exactly where you want them.
Whether you have an appointment with your Dentist or want to be reminded every month of a payment, the Personal Agenda is an invaluable tool for anyone that wants to be in control of its time.
Because we don't mix the purpose of the Personal Agenda with any other area you will gain better control on your appointments and similar tasks.
As opposed to most CRMs that mix your tasks with your clients we make it very easy for you to be focus all the time.
The Resources, Events and Projects area features three different functionality.
It can manage your company resources like reserving a conference room at a certain time and similar uses.
Also, it can control events, usually company ones, in a familiar calendar way (we don't believe the calendars are the ideal way for many or the other type of tasks only for corporate events)
Last, but not least, is it a simple project manager including Gantt Charts.
If you do consulting and charge by time or simply want to know how much time your employees spent working (or not) the Time Manager will be an invaluable tool for you and your company.
You can even calculate payments based on an hourly rate or automatically default to a minimum time when you do consulting.
You can see with ease whose clients are being attended and much more.
The Domain Manager is completely different to the Website Manager
The Domain Manager is a must to control your Domains.
It will control unlimited domains, their expiration dates, user names, passwords, hosting, status and every piece of data that you want to enter about your domains.
Also, it will check if your domains are up at the touch of a button.
You can check if a domain is available and much more.
How many time have you found an interesting Internet article and you want to save it somewhere or maybe you want a place to enter all your company policies or perhaps you found a way to do something faster or better and want to save that brilliant procedure.
For all these situations and much more use our CRM integrated Knowledge Database .
You can have unlimited topics inside unlimited categories, search the database with ease.
You can create links to documents in your computers or directly to the internet and copy the information into the KD and type it directly.
For example import list of URLs or maybe a list of ID of Tweeter users or any other kind of list and have them handy to export them for further use inside the CRM software or somewhere else.
You can group them with ease and retrieve them with one click.
This area consists in just two simple side-by-side Internet browsers that can be used in many situations specially when you need to copy data from one browser and paste it in another one.
Also useful when you are researching and just one to have the directory of searches at the left and the results at the right.
You can use this area to document your procedures for any situation.
For example you develop a special procedure or sequence of actions that produce the desire results in your business and don't want to forget them, use the Strategies, Blueprints and Procedures area.
Also, you can record unlimited ideas under unlimited categories and search them with ease.
How many services are you paying? Do you know? Do you know when they expire or how much are you paying for them? Maybe you are being charged for something that you canceled?
The integrated Subscription Manager comes to the rescue. You can enter unlimited subscriptions and know starting and ending dates how much you are paying and if the subscription is active or canceled.
This tool in invaluable for your company and it will save you lots of money when you use it.