Internal CRM
CRM Built For Credit Professionals.
Track customer relationships, credit journeys, and engagement—all integrated with your credit data. No more jumping between tools.
Internal CRM
Track customer relationships, credit journeys, and engagement—all integrated with your credit data. No more jumping between tools.
The Problem
Traditional CRMs make you hack together custom fields for credit scores, report dates, dispute status, and monitoring subscriptions.
Your CRM lives in one place, your credit data lives somewhere else. Manual data entry. Always out of sync.
You can't track credit improvement journeys, dispute progress, or monitoring engagement without building custom automation.
Key Features
We're constantly pushing the boundaries of what's possible with credit data and AI.
View customer credit scores, report data, and monitoring status directly in the CRM. No switching tools.
Track credit improvement over time. See score trends, dispute progress, and goal achievement.
Trigger actions based on credit events: score improvements, new derogatory items, monitoring alerts.
All customer interactions (emails, calls, notes) linked to their credit data and timeline.
Pre-built fields for credit-specific data: permissible purpose, monitoring tier, dispute count, target score, etc.
Track customer lifetime value, credit improvement rates, dispute success, and monitoring engagement.
Use Cases
We provide direct bureau access to credit data, no middleman, no delays. Your users get:
Track pre-approvals, credit repair timelines, and qualification status. Know exactly when a client's credit is ready for better rates.
Manage buyer credit readiness. Get notified when clients hit score thresholds. Add value by helping them qualify.
Manage dispute workflows, track item deletions, monitor score improvements, and automate client communications.
Integration Points
If you're using Altara's Credit Monitoring or Dispute Engine, your CRM is automatically synced:
From SaaS forecasts to headcount plans to multi-entity rollups, Runway makes financial modeling easier for any decision your business needs to test.
Automate decisions, reduce workload, and accelerate approvals.
Customer's score increases by 50+ points
Send congratulations email, schedule follow-up call, flag for upsell opportunity
Customer's score increases by 50+ points
Send congratulations email, schedule follow-up call, flag for upsell opportunity
Derogatory item removed from credit report
Update CRM status, notify customer, trigger next-step workflow
Derogatory item removed from credit report
Update CRM status, notify customer, trigger next-step workflow
Customer hasn't pulled report in 60 days
Send re-engagement email sequence, offer free score check
Customer hasn't pulled report in 60 days
Send re-engagement email sequence, offer free score check
Book a demo and discover how to launch your complete credit monitoring platform today instead of waiting 6+ months.