CRM Pro Mode

The Complete Platform for Credit Repair Professionals

Evolv CRM gives credit repair companies everything they need to manage clients, automate disputes, and scale their business. Multi-tenant architecture, AI-powered auditing, and a white-label client portal, all in one platform.

Platform Features

Everything a credit repair agency needs to operate efficiently and grow.

Client Management

Keep every client organized in one place — their reports, disputes, notes, progress, and communication history. Full CRM built for credit repair.

Metro-2 AI Auditing

Run the same AI audit engine across all your clients automatically. Catches every reporting violation creditors use to hurt credit scores.

Bulk Dispute Automation

Send disputes for multiple clients at once instead of one by one. Hours of manual work done in minutes. Built for agencies that scale.

Dispute Letter Engine

Generate customized, professional dispute letters for each client's specific situation. Ready to send, with the right language for each violation.

White-Label Client Portal

Your clients get their own private login — under your brand — where they see progress, upload documents, and stay informed without calling you.

Certified Mail

Send dispute letters via certified mail directly from the platform. Full tracking and delivery confirmation — no post office runs.

IntelliFeats Dispute Tracking

Monitor every open dispute across all clients in one view — what was sent, when, to which bureau, and what the outcome was.

Team Members

Add staff with role-based access. Everyone works from the same system — no information gets siloed, no client falls through the cracks.

Invoicing & Billing

Send professional invoices, accept payments via Stripe, and track revenue — all inside Evolv. No third-party billing tools needed.

Lead Management

Capture, track, and follow up with potential clients. See who's interested and never let a lead go cold without a touchpoint.

Revenue Ladder

A built-in business roadmap showing exactly how to grow from your first client to a 7-figure credit repair business — with real KPIs and milestones.

Live Dashboard & KPIs

At a glance: how many clients, your conversion rate, monthly revenue, and active disputes. Everything you need to run the business in one screen.

Pipeline Pulse

A live feed of what's happening across your business: messages, upcoming events, and client activity — all in one spot so nothing gets missed.

Client Map

See a geographic breakdown of where your clients are located — by state or city — to guide marketing decisions and understand your reach.

Facebook Manager

Manage your Facebook business page, respond to comments, run lead ads, and generate AI social posts — without leaving the Evolv dashboard.

Playbooks

Step-by-step business playbooks built into the platform — so you always know the best move to make next at each stage of growth.

Automated Workflows

Set up automations so routine tasks happen on their own — follow-up emails, dispute scheduling, billing reminders. Set it once, let it run.

Scheduling

Book and manage client consultations inside the platform. Google Calendar sync keeps your team's schedule in one place.

Marketing Tools

SMS and email campaigns, drip sequences, and AI-generated social posts. Attract new clients and stay top of mind with existing ones.

Affiliate Program

Earn commissions by referring other credit repair professionals to Evolv. Your team and clients can also earn by referring new signups.

Reports

Detailed reports on disputes, revenue, client progress, and business performance. Export data and share results with clients or stakeholders.

CFPB Complaint Generator

Generate and file consumer complaints on behalf of clients when bureaus fail to respond. Tracks submissions and outcomes automatically.

Data Breach Monitoring

HIBP-powered breach monitoring for all your clients. Alert them instantly and use breach data to strengthen dispute arguments.

Tradeline Marketplace

Integrated marketplace for authorized user tradelines. Help clients build credit history faster with curated, high-quality primary tradelines.

What Your Clients See

Every client gets their own branded portal with everything they need to stay informed and engaged.

Credit scores across all 3 bureaus
Negative items & dispute status
Direct messaging with your team
Credit Education Academy
Document uploads & management
Invoice payments & billing
Mail tracking & certified mail
Appointment booking

CRM Plans

Starter

For solo practitioners

$99.99/mo

  • Up to 25 clients
  • AI-powered audits
  • 100 dispute letters/month
  • Basic client portal
  • Beginner Credit Academy
  • Email support
Get Started
Best Value

Business

For growing agencies

$99.99/mo

  • Up to 100 clients
  • 3 team members
  • Unlimited dispute letters
  • White-label portal
  • Full Credit Academy
  • Tradeline Marketplace
  • IntelliFeats & Certified Mail
  • Data breach monitoring
Start Business

Enterprise

For large operations

$499.99/mo

  • Everything in Business
  • Unlimited clients & team
  • API access
  • Priority processing
  • Custom branding & domain
  • Higher affiliate commissions
Contact Sales

Expert Setup

One-time $299

Need hands-on help? Our team handles your full technical setup, portal customization, integrations, and a live onboarding walkthrough.

Ready to Scale Your Credit Repair Business?

Join credit repair professionals who use Evolv to serve more clients, automate more work, and grow faster.