FEATURES
Responsive. Simple. Modern. Collections Software.
SecureCRM delivers intuitive, responsive and simple interfaces built with the latest technology and IT advancements to ensure security, industry compliance and efficiency.CLIENTS
Add UNLIMITED clients to organize portfolios, generate precise reporting, or track portfolio performance
PORTFOLIOS
Add Unlimited portfolios (customer accounts), track payment performance easily via the portfolio management page.
DOCUMENT TEMPLATES
Quickly and efficiently access and send customer documents, auto populated with your company data. Track email and SMS instantly.
ELECTRONIC SIGNATURES
Efficiently capture legally binding electronic signatures via email or SMS. Signed documents are automatically saved as PDF documents right to the customer account.
MERCHANT INTEGRATION
Seamlessly integrate with the most popular Merchant Gateways for automatic payment processing and customer email receipts.
AUTOMATIC REMINDERS
Customers are automatically notified of upcoming payments several times prior to payment due dates.
TRAINING VIDEOS
Comprehensive Admin and User training videos are available and can be used during the onboarding process.
CUSTOMER & CLIENT PORTALS
FREE Customer portal that can be used by customers to make payments independently. FREE Client Portal to allow clients to login to view their portfolio data.
PRICING
Each subscription is billed on a monthly basis and can be updated at any time. There are no contracts, so you can cancel at any time.
Solo Plan
199.99 $ / month
- 1 User
- Unlimited Queues
- Unlimited Clients
- Unlimited Portfolios
- 2000 monthly email allowance
- 1000 monthly payment transactions
- 500 monthly SMS messages (if registered)
- Professional Email/SMS Templates
- Electronic Payment Signatures
- Merchant Gateway Integration
- Automatic Payment Reminders
- Payment/Client/Portfolio Reports
- Support Ticketing System
- Admin Training Videos
- FREE Customer Portal
- FREE Client Portal
- Slack Integration (setup fee applies)
- FDCPA/FCRA/TCPA Training Quizzes
Growth Plan
399.99 $ / month
- Up to 5 Users
- $99.99 each additional user
- Unlimited Queues
- Unlimited Clients
- Unlimited Portfolios
- 5000 monthly email allowance
- 2500 monthly payment transactions
- 2000 monthly SMS messages (if registered)
- Professional Email/SMS Templates
- SMS/Web Electronic Signatures
- Merchant Gateway Integration
- Automatic Payment Reminders
- Payment/Client/Portfolio Reports
- Support Ticketing System
- User timesheet tracking
- User and Admin dashboards
- Admin & User Training Videos
- User Desk/Queue Management
- FREE Customer Portal
- FREE Client Portal
- Slack Integration (setup fee applies)
- FDCPA/FCRA/TCPA Training Quizzes
Elite Plan
799.99 $ / month
- Up to 10 Users
- $79.99 each additional user
- Unlimited Queues
- Unlimited Clients
- Unlimited Portfolios
- 10000 monthly email allowance
- 5000 monthly payment transactions
- 5000 monthly SMS messages (if registered)
- Professional Email/SMS Templates
- Custom E-sign Templates
- SMS/Web Electronic Signatures
- Merchant Gateway Integration
- Automatic Payment Reminders
- Payment/Client/Portfolio Reports
- Support Ticketing System
- User timesheet tracking
- User and Admin dashboards
- Admin & User Training Videos
- User Desk/Queue Management
- Roles/Permissions
- Automated Reporting
- Payment Plan Administration
- Automatic Daily Payment Processing
- FREE Enhanced Customer Portal
- FREE Enhanced Client Portal
- Slack Integration (setup fee applies)
- Arbeit Click Integration
- FDCPA/FCRA/TCPA Training Quizzes
- Monthly Flowbridge* credit
Enterprise Plan
1,499.99 $ / month
- Up to 20 Users
- $59.99 each additional user
- Unlimited Queues
- Unlimited Clients
- Unlimited Portfolios
- 25000 monthly email allowance
- 10000 monthly payment transactions
- 15000 monthly SMS messages (if registered)
- Professional Email/SMS Templates
- Custom E-sign Templates
- SMS/Web Electronic Signatures
- Merchant Gateway Integration
- Automatic Payment Reminders
- Payment/Client/Portfolio Reports
- Support Ticketing System
- Dedicated Onboarding
- Priority support
- User timesheet tracking
- User and Admin dashboards
- Admin & User Training Videos
- User Desk/Queue Management
- Roles/Permissions
- Automated Reporting
- Payment Plan Administration
- Automatic Daily Payment Processing
- FREE Enhanced Customer Portal
- FREE Enhanced Client Portal
- Slack Integration (setup fee applies)
- Arbeit Click Integration
- API access
- FDCPA/FCRA/TCPA Training Quizzes
- Monthly Flowbridge* credit
Solo Plan
2,399.88 $ / year
- 1 User
- Unlimited Queues
- Unlimited Clients
- Unlimited Portfolios
- 2000 monthly email allowance
- 1000 monthly payment transactions
- 500 monthly SMS messages (if registered)
- Professional Email/SMS Templates
- Electronic Payment Signatures
- Merchant Gateway Integration
- Automatic Payment Reminders
- Payment/Client/Portfolio Reports
- Support Ticketing System
- Admin Training Videos
- FREE Customer Portal
- FREE Client Portal
- Slack Integration (setup fee applies)
- FDCPA/FCRA/TCPA Training Quizzes
Growth Plan
4,799.88 $ / year
- Up to 5 Users
- $99.99 each additional user
- Unlimited Queues
- Unlimited Clients
- Unlimited Portfolios
- 5000 monthly email allowance
- 2500 monthly payment transactions
- 2000 monthly SMS messages (if registered)
- Professional Email/SMS Templates
- SMS/Web Electronic Signatures
- Merchant Gateway Integration
- Automatic Payment Reminders
- Payment/Client/Portfolio Reports
- Support Ticketing System
- User timesheet tracking
- User and Admin dashboards
- Admin & User Training Videos
- User Desk/Queue Management
- FREE Customer Portal
- FREE Client Portal
- Slack Integration (setup fee applies)
- FDCPA/FCRA/TCPA Training Quizzes
Elite Plan
7,699.99 $ / year
- Up to 10 Users
- $79.99 each additional user
- Unlimited Queues
- Unlimited Clients
- Unlimited Portfolios
- 10000 monthly email allowance
- 5000 monthly payment transactions
- 5000 monthly SMS messages (if registered)
- Professional Email/SMS Templates
- Custom E-sign Templates
- SMS/Web Electronic Signatures
- Merchant Gateway Integration
- Automatic Payment Reminders
- Payment/Client/Portfolio Reports
- Support Ticketing System
- User timesheet tracking
- User and Admin dashboards
- Admin & User Training Videos
- User Desk/Queue Management
- Roles/Permissions
- Automated Reporting
- Payment Plan Administration
- Automatic Daily Payment Processing
- FREE Enhanced Customer Portal
- FREE Enhanced Client Portal
- Slack Integration (setup fee applies)
- Arbeit Click Integration
- FDCPA/FCRA/TCPA Training Quizzes
- Monthly Flowbridge* credit
Enterprise Plan
14,999.99 $ / year
- Up to 20 Users
- $59.99 each additional user
- Unlimited Queues
- Unlimited Clients
- Unlimited Portfolios
- 25000 monthly email allowance
- 10000 monthly payment transactions
- 15000 monthly SMS messages (if registered)
- Professional Email/SMS Templates
- Custom E-sign Templates
- SMS/Web Electronic Signatures
- Merchant Gateway Integration
- Automatic Payment Reminders
- Payment/Client/Portfolio Reports
- Support Ticketing System
- Dedicated Onboarding
- Priority support
- User timesheet tracking
- User and Admin dashboards
- Admin & User Training Videos
- User Desk/Queue Management
- Roles/Permissions
- Automated Reporting
- Payment Plan Administration
- Automatic Daily Payment Processing
- FREE Enhanced Customer Portal
- FREE Enhanced Client Portal
- Slack Integration (setup fee applies)
- Arbeit Click Integration
- API access
- FDCPA/FCRA/TCPA Training Quizzes
- Monthly Flowbridge* credit
FAQ
Here you will find some of the more frequently asked questions regarding the SecureCRM software.
ABSOLUTELY!! One of the main goals of the SecureCRM application is security! Your data is never accessible to third parties without the proper credentials.Â
Yes! Customer payment data is never stored on our servers and we utilize tokenization technology to communicate with payment gateways to protect card data from detection or abuse.
Ofcourse! All new subscriptions include 30 days of training and assistance.Â
That is not a problem. We have several Maintenance plan subscriptions that you can subscribe to that will ensure you have ongoing, continuous support for any SecureCRM related updates/imports.Â
While there is not a free trial offer, we do offer comprehensive training and support while you are a customer. Also, there are no contracts so you can cancel at any time.Â
Yes, we can work closely with you to migrate your files from a previous system to SecureCRM.
Not at all. There are many customer letters that are readily available in the system. They are automatically populated with your company data and can be sent via email or SMS in real time.Â
