CRC MARKETING HUB
Set Up Your CRC Marketing Hub
Start generating more leads and sales in 8 simple steps
What You Get
Convert more leads into paying clients with done-for-you follow-up sequences that close deals automatically.
Respond faster to capture more leads with SMS, email, and social media messaging from one inbox.
Maximize revenue with a proven sales system that converts prospects into loyal, high-value credit repair clients and reduces cancellations.
Choose Your Setup Path
We want to help as many people get onboarded as possible.
Pick the approach that works best for you.
Self-Setup
Go at your own pace
Follow the step-by-step guide below independently with optional group onboarding calls for additional support and Q&A.
Complete setup at your own pace
Join optional group onboarding calls
Detailed video tutorials for each step.
Done-With-You
FREE 1-on-1 personlized setup
Schedule a free 30-minute personalized one-on-one session where our team will walk you through each step and set up everything together with you live.
Free personal setup specialists assigned to you
Live screen sharing setup session
Get live questions answered during setup
Self-Setup Steps
Complete these steps to build your lead-generating sales machine that brings
in prospects 24/7 and converts them into paying credit repair clients.
Step 1: Set-Up Your Profile
Lock in your brand basics so every message and page looks professional and trustworthy
Company name, logo and support email
Business address & time zone
Quick Setup Guide (5 minutes)
Navigate to Business Profile: Log in to your CRC account → Go to Settings → Click on "Business Profile"
Complete Your Business Information: Fill out all required business details including company name, contact information, address, and any other essential profile
fields
Save Your Changes: Review all entered information for accuracy, then click "Update Information" to save your business profile settings
Step 2: Schedule Your Onboarding Call
Required
Get a guided tour of the hub and a checklist tailored to your goals so you can go live faster.
Align on goals and must-have settings
Prioritize next steps for your use case
Live Q&A with a product specialist
Step 3: Publish Your Pre-Built Workflows
Quick Setup Guide: 5 minutes
Activate Your Workflows: Navigate to your Workflow Builder in "Automations" → Click the "Draft/Publish" toggle in the top-right corner → Switch from "Draft" to "Publish" mode to make your workflows live and functional.
Test Before Publishing: Click "Test Workflow" to run a sample contact through each workflow, then hit "Run Test" to ensure triggers and actions work correctly before going live.
Save and Publish: Click the "Save" button whenever you see unsaved changes (red dot indicator) → Confirm all required fields in triggers and actions are completed → Your published workflows will now automatically process real contacts.
Step 3: Activate Self-Service Sign-Up Flow
Required
Let prospects sign themselves up, capturing details and starting billing on their own, so you convert more with less effort.
Always-on lead capture and sign up
Fewer back-and-forths, faster revenue
Built-in confirmations and follow-ups
Quick Setup Guide (15-20 minutes)
Navigate to Your CRC Account: Log in to your Credit Repair Cloud account → Click on "My Company" → Click on "Self-Service Client Signup Page"
Set Up Your Account: Configure your billing plans (maximum 3 displayed), upload your company logo and profile picture (2MB max file size), customize plan benefits (minimum 3 required per plan), and match billing plans with corresponding client agreements
Get Started with the System: Click "Copy URL" to get your unique signup page link, customize the About section text, enable optional features like 90-Day Money-Back Guarantee or Credit Monitoring Fee display, then click "Publish Changes" to make your page live
Step 4: Connect Your Domain, Phone & Email
Make every link in your email look like it's coming from you, which boosts trust, conversion, and deliverability.
Branded links that look professional in ads and messages
Inbox placement improves when emails come from your domain
Consistent brand across pages, emails, and SMS
Quick Setup Guide (30-45 minutes plus 24-48 hours for domain to propagate)
Email Setup: Go to Settings → Email Services → Create Dedicated Domain to boost deliverability
Phone Numbers: Navigate to Phone Numbers → Add Number → Configure call forwarding settings
Start Communicating: Access contact cards to call, text, or email directly from one unified platform
Step 5: Connect Social Messengers
Turn DMs into deals. Manage Facebook and Instagram messages in one place and never lose a hot conversation.
Reply faster from a single inbox
See chat history next to contact details
Quick Setup Guide (15-20 minutes)
Connect Accounts: Go to Settings → Integrations → Connect Facebook and Instagram accounts
Link Instagram: Ensure Instagram is linked to your Facebook page (Facebook Settings → Linked Accounts → Instagram)
Enable Messaging: Toggle on Messenger and Instagram options, then click "Sync Leads" to import conversations
Step 6: Set Up Calendar
Easily set up a professional calendar that lets clients book 24/7—complete with custom links, reminders, and smart syncing to eliminate no-shows and scheduling chaos.
Booking page with buffers and reminders
Automatic confirmations and reschedule links
All appointments feed your pipeline.
Quick Setup Guide (15-20 minutes)
Create Calendar: Go to Calendars → Calendar Settings → New Calendar → Select Personal Booking type
Set Up Automation: Navigate to Automation → Create Workflow → Use "Appointment Confirmation and Reminder" recipe
Connect Integrations: Return to Calendar Settings → Connections to sync Google/Outlook calendar and video conferencing tools
Step 7: Download the CRC Marketing Hub App
NOTE: Mobile access requires a separate password set-up
Complete all three parts to set up your password and login:
Part I - Create Your Password
In Marketing Hub, click Settings (bottom left)
Select My Staff
Find your profile and click the edit icon ✏️
Expand Advanced Settings → enter a password
Click Next, then Save
Part II - Download the Mobile App
Install the CRC Marketing Hub app from the App Store or Google Play
Scan QR Code
Download our app and engage with your leads and clients on the go!
Scan QR Code
Download our app and engage with your leads and clients on the go!
Part III - Login
Open the app
Enter your email and the password you just created
Click "continue" to receive verification code via email
Copy and paste verification code and you are in!
Now enjoy the CRC Marketing Hub and mange all communications with leads and clients right from the palm of your hand!
Step 8: Set Up Text Messages
1 to 1 Call Required
Reach leads instantly and keep clients on track with reminders that actually get read.
Faster responses than email
Automated reminders reduce no-shows
Two-way texting from your CRM
SMS Setup Process (Two-Step Approach):
Schedule Your Onboarding Call: to start with your general onboarding call and get your marketing hub properly configured. This call covers all essential setup steps and ensures you are ready for advanced features like SMS
Receive SMS Setup Invitation: After completing your onboarding call, you'll automatically receive an invitation for SMS specific setup. This ensures you have the foundation in place before adding text messaging capabilities
Have this ready for your SMS setup call:
First Name and Last Name
Business Email and Business Phone Number
Business Address (including City, State, Country, Postal Code)
Website Domain and Domain Host (GoDaddy, Namecheap, etc)
Employment Identification Number (EIN)
What's Coming Next
Coming Soon
Client Onboarding Campaign
Automatically guide new clients through your onboarding process with personalized email and SMS sequences that send reminders for, Portal log in Document uploads Payment collection to ensure every client completes their setup without manual follow-up from your team.
Score Update Campaign
Automatically notify clients when their credit scores improve by comparing new credit reports and sending personalized updates that celebrate progress, demonstrate value, and turn every score improvement into excitement that reinforces client satisfaction and increases referrals.
Referral & Review Campaigns
Automated campaigns that request reviews at peak satisfaction moments reward clients for referrals and onboard affiliate partners with sequences that help them promote your services effectively. Turning happy customers into your most effective sales team.
How it Works (coming soon)
Complete Setup Walkthrough
A comprehensive overview video that will walk you through the entire CRC Marketing Hub setup process and show you how all the pieces work together to generate leads and grow your credit repair business.
Step-by-step setup instructions
Best practices for lead generation
Tips for maximizing client acquisition