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Navigating the complexities of business management demands both time and expertise. We recognize that.

This understanding has been the driving force behind the evolution of FORTH. Leveraging our extensive industry experience, we’ve meticulously developed our CRM into your ultimate all-in-one solution.

Core CRM Features

FOR A STREAMLINED CUSTOMER JOURNEY

FORTH’s proprietary e-signature tool offers a compliant and efficient solution for obtaining legally-binding signatures electronically. Clixsign simplifies workflows, reduces paperwork, and accelerates the pace of business by allowing clients to sign documents anytime, anywhere, on any device, all while adhering to stringent security and compliance standards.

The Consumer Portal is a secure, centralized hub for viewing, collecting, and sharing information between debt relief service providers (DRSPs) and consumers. Fully compatible across all devices, it’s customizable and white-label ready, allowing you to deliver a seamless, branded experience.

Insights offers robust visualization and business intelligence tools at the click of a button. This empowers decision-makers to drive impactful, data-driven strategies, enhancing every aspect of business operations from marketing to settlement negotiations.

Leverage our HTML and PDF document builders to create a library of critical business documents, then send a package of templates to consumers for electronic signature with Clixsign.

Detailed workflows allow you to control the consumer journey, while a powerful automated triggers system eliminates manual, repetitive tasks to increase efficiency.

Access Control gives owners and administrators complete control over the configuration of their accounts, with support to set permissions for multiple users, roles, and teams.

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Sales

MANAGE THE ENTIRE CUSTOMER LIFECYCLE

Nurture relationships, build pipelines, and close deals. Optimize performance and eliminate friction so your team can focus on what they do best: selling.

Standardize data collection and entry with a simple form builder to easily and securely collect information directly from consumers. Create rich, dynamic, and customized forms with integrations, automations, and whitelabel solutions.

Streamline sales with one-click calling, detailed call tracking, and logging capabilities. Integrated with leading telephony providers including BlueRock, YTel, FreeVoice and more — or bring your own framework compatible phone system.

Create and assign tasks to users, teams, or consumers with integrations that enable task automations, reminders, and other CRM functions. Detailed reports analyze workforce productivity to measure performance and audit users and teams.

Centralize your contact and lead management to create internal alignment and provide excellent customer service. Robust pipeline features help you spend less time on manual tasks and more time on high-value interactions.

Stay on top of the consumer journey with detailed audit logs and history for every contact. A centralized activity feed clearly identifies system actions and user actions to enhance situational awareness.

FORTH’s own low-cost, low-friction credit pull option is the fastest and most seamless way to securely access and analyze consumer credit data with enterprise-grade protection. We also integrate with more than ten outside credit pull providers for businesses that need additional flexibility.

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Marketing

DELIVER IMPACTFUL CAMPAIGNS

Our intuitive marketing suite enables personalized and compliant communication powered by data to attract, track, and convert.

Use text messaging to have real-time, high-touch conversations with prospects or customers. Leverage industry-leading telephony providers, such as Twilio, to maximize availability, deliverability, and scalability.

Seamlessly connect your customer data to create targeted direct mail campaigns that maximize ROI. Import lead lists using the direct mail manager and take full control over conversion parameters.

Design and launch rich, automated email campaigns that land in inboxes at the right time. Bring your own bulk mail provider such as Sendgrid, Amazon SES, Mailjet and more to send large volumes.

Create and manage highly targeted, dynamic, and personalized marketing campaigns. Scheduling functions sync with your workflows, and detailed reports capture delivery information, open rates, subscription data and more to optimize performance.

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Servicing

COLLECT SMARTER AND GET PAID FASTER

Built-in integrations, real-time tracking, and powerful reporting tools help your team manage fees, track progress, and keep settlement activity moving—all in one seamless platform.

Our proprietary settlement and negotiation module optimizes daily tasks for negotiators, with ready-to-settle reports and detailed client information available in one click. The dynamic payment scheduler, fee forecaster, and amortization schedule tool drives situational awareness and assists negotiators in building flexible settlement terms.

Our proprietary and comprehensive settlement scheduling tool allows debt relief service providers (DRSPs) the flexibility to forecast and manage one or more settlement offers to determine the most effective option for the consumer. Settlement payments, reimbursement fees, and earned performance fees are calculated to ensure the consumer maintains the necessary balance to achieve the best results, based on existing and future available funds.

Our dedicated creditor management module provides a comprehensive look at creditors present across all clients, aggregates statistics about each creditor, and generates customizable debt reports.

With our proprietary evaluation tool, a debt relief service provider (DRSP) manager can set predetermined scoring rules in the system, allowing a negotiator to work systematically and efficiently through a list of most likely to be approved settlement offers without needing to review the consumer’s file.

FORTH Pay is fully integrated into the platform, offering a seamless, purpose-built solution for managing consumer payments in debt settlement as a dedicated account provider. For clients in other verticals, the CRM also supports a variety of third-party payment connections. See our full list of supported integrations.

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Developer Tools

BUILD POWERFUL EXPERIENCES

Leverage FORTH developer tools to provide a stable and scalable foundation to build your own apps, software, and rich client experiences powered by your data.

Our industry-standard RESTful OAuth-based API unifies all FORTH CRM functions through a common systems interface. Sync the FORTH Platform API with your favorite tools and services, or write your own connection to build applications on top of our platform.

FORTH Managed Data Cloud (MDC) is an IaaS (infrastructure as a service) and PaaS (platform as a service) product that grants full access to all of your FORTH CRM and processing data in a cloud-based database environment. It’s built on top of Snowflake to provide a high availability, low latency data infrastructure service with access to Snowflake’s vast app marketplace.

Our industry-standard RESTful OAuth-based API unifies all FORTH processing functions through a common systems interface. Enroll and manage the full lifecycle for FORTH consumers, send and receive payments, and access all financial data related to consumers.

Integrations

Connect your favorite tools

Click here to view our extensive list of industry-leading integrations.

Paving the way for financial wellness

877.800.5577

Because when consumers are supported through debt relief with integrity and dignity, they can transform their quality of life — and that of their families — for the long haul.