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SPECIFICTION
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Client Management Application (CMA)

clientsupportsoftware.com

From $5,000/mo Web
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Spec score 7.8 #12 of 23 in Debt Management Software

Spec sheet

Purpose
CMA is designed for financial counseling, debt management, debt settlement, student loan, and other configurable client service programs.Read 8 Oct 2026 · clientsupportsoftware.com
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.Read 8 Oct 2026 · clientsupportsoftware.com
Security
Staff and client access can use configurable MFA options, including passkeys and authenticator apps, while access to protected information can be logged.Read 8 Oct 2026 · clientsupportsoftware.com
Headquarters
Delray Beach, Florida, United StatesRead 28 Sep 2026 · clientsupportsoftware.com
Founded
2002Read 28 Sep 2026 · clientsupportsoftware.com
Client engagement
The client portal can provide online access to enrollment steps, signatures, paperwork, statements, secure messages, preferences, and account details.Read 8 Oct 2026 · clientsupportsoftware.com
Client record
CMA brings household details, budgets, creditors, tasks, notes, documents, payments, and activity together in a connected client record.Read 8 Oct 2026 · clientsupportsoftware.com
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.Read 8 Oct 2026 · clientsupportsoftware.com
Debt management
CMA supports DMP intake, proposals, biller and creditor workflows, client budgets, payments, fee rules, FairShare, contracts, and program reporting.Read 8 Oct 2026 · clientsupportsoftware.com
Download availability
The maker describes its applications as cloud solutions and does not state a downloadable desktop version on the product page.Read 8 Oct 2026 · clientsupportsoftware.com
Hosting
The applications are delivered as cloud solutions, with hosting, backup, replication, snapshots, retention, and recovery defined for each deployment.Read 8 Oct 2026 · clientsupportsoftware.com
Pricing limit
CMA pricing depends on scope, and the maker asks organizations to confirm current capabilities and pricing in a proposal.Read 8 Oct 2026 · clientsupportsoftware.com
Reporting
CMA provides dashboards and configurable reports, and can connect reporting replicas to Microsoft Power BI or Fabric through a configured MySQL connection.Read 8 Oct 2026 · clientsupportsoftware.com
Support and training
Training options include onsite sessions, live online sessions, on-demand videos, and documentation in CMA.Read 8 Oct 2026 · clientsupportsoftware.com

Plans and prices

Client Management Application Debt Management Hosting $5,000 a month Hosting, maintenance, and support included; final pricing based on organization size and needs. Debt management hosting · tailored to organization size Read 8 Oct 2026 · clientsupportsoftware.com

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