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- Client Management Application (CMA)
On the recordRead 8 Oct 202614 facts
Client Management Application (CMA)
Delray Beach, Florida, United States
Plans and prices
Client Management Application Debt Management Hosting
$5,000a month
Debt management hosting · tailored to organization size
Read 8 Oct 2026 · clientsupportsoftware.com
On the record
- Client engagement
- The client portal can provide online access to enrollment steps, signatures, paperwork, statements, secure messages, preferences, and account details.clientsupportsoftware.com · read 8 Oct 2026
- Client record
- CMA brings household details, budgets, creditors, tasks, notes, documents, payments, and activity together in a connected client record.clientsupportsoftware.com · read 8 Oct 2026
- Data protection
- The maker says data is encrypted in transit and at rest and that it does not mine, sell, or repurpose company or client data for advertising, profiling, or its own commercial use.clientsupportsoftware.com · read 8 Oct 2026
- Debt management
- CMA supports DMP intake, proposals, biller and creditor workflows, client budgets, payments, fee rules, FairShare, contracts, and program reporting.clientsupportsoftware.com · read 8 Oct 2026
- Download availability
- The maker describes its applications as cloud solutions and does not state a downloadable desktop version on the product page.clientsupportsoftware.com · read 8 Oct 2026
- Hosting
- The applications are delivered as cloud solutions, with hosting, backup, replication, snapshots, retention, and recovery defined for each deployment.clientsupportsoftware.com · read 8 Oct 2026
- Integrations
- Listed integrations include Mastercard RPPS, Equifax, TransUnion, Spinwheel, Asterisk/FreePBX, Twilio, eFax, Google Workspace Gmail, USPS, OpenAI, and Retell; availability varies by configuration and provider account.clientsupportsoftware.com · read 8 Oct 2026
- Pricing limit
- CMA pricing depends on scope, and the maker asks organizations to confirm current capabilities and pricing in a proposal.clientsupportsoftware.com · read 8 Oct 2026
- Purpose
- CMA is designed for financial counseling, debt management, debt settlement, student loan, and other configurable client service programs.clientsupportsoftware.com · read 8 Oct 2026
- Reporting
- CMA provides dashboards and configurable reports, and can connect reporting replicas to Microsoft Power BI or Fabric through a configured MySQL connection.clientsupportsoftware.com · read 8 Oct 2026
- Security
- Staff and client access can use configurable MFA options, including passkeys and authenticator apps, while access to protected information can be logged.clientsupportsoftware.com · read 8 Oct 2026
- Support and training
- Training options include onsite sessions, live online sessions, on-demand videos, and documentation in CMA.clientsupportsoftware.com · read 8 Oct 2026
