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NexGen Software Features:


We are excited about our Newest Generation


Our software offers a Lead Management and Customer Management Relationship (CRM) system built specifically for the Debt Settlement industry from the ground up. You will be able to effectively manage your client through the entire client life cycle from client acquisition to program graduation. We kept the users in mind in our design; always putting a focus on how easily this application area can be utilized once the new features are deployed. We use a level of artificial intelligence when possible to prompt the next step, set a follow-up task, trigger an automatic email, etc., trying to make the user's completion of work activities easier and eliminate possible incomplete business process work flows. The results are a full-feature debt management application containing easy to use tools and features with intuitive menus and screen navigation which increases office productivity and customer satisfaction. We like to avoid that "I'm lost" or "How do I get back to there I was" feeling too many business systems create.

This is our next generation of debt settlement software we created using customer feedback and our experience to develop the right mix between technology and the end user experience with the features our customers want. We have developed Microsoft web-based CRM systems since 1998. We know our 4th generation is by far our best effort to date. We didn't just take the easy route and modify our previous software. This is neither debt settlement software created nearly a decade ago nor a dated client server software with the inherit issues that come from that platform. We started from scratch designing and writing new object style code to utilize software development best practices along with our strong experience level. We utilize the latest Microsoft .NET tools and newest features of Microsoft SQL Server. The results are business applications developed within our framework that have a easy to use familiar look and behavior which also results in improved response times while maintaining solid reliability. Our framework allows for multiple tabs (sub-windows) to be opened within the system, with each tab having the ability to retrieve and display multiple customers or various application areas for a customer at the same time, thereby increasing your productivity. Our object oriented design and framework created with the newest Microsoft .NET technology enhancements will shorten our development time of new screens, reports or future enhancements. Our latest version's design is an additional benefit to you, as it keeps our costs down in the long run allowing us to "crank out" enhancements that are easier and faster to create while providing increased value and satisfaction for our customers. 

We are not just developers that understand how to build the dynamic software you need, we are also a seasoned team with over a decade of experience serving the Debt Settlement Industry. You will be able to understand your lead costs, evaluate leads source ROI quickly and acquire the right mix of clients for longer client retention. With NexGenCRM you will have a debt settlement application that takes limited training, reduces staffing, creates productivity gains and increases revenue which significantly offsets your software and technology expenses.  We also include one other benefit, we support what we sell working to earn your respect with the strong service level we strive to provide.

Listed below is a quick list of the main features and functionality of NexGenCRM making it a leader in software available to the debt settlement industry.


  • Lead Management from multiple types of lead vendor sources
  • Automated Load-level Skill Based Lead Distribution
  • Contract & Document Management
  • Electronically signed contracts and client documents
  • Customer & Account Administration
  • Notes & Group / Department and Individual Tasks Work Queues
  • Event or Time triggered tasks and emails
  • Real-Time Calendar Reminder System
  • Automatic Debiting (ACH)
  • Trust Account Processing with Global Client Solutions, NoteWorld and CFTPay
  • Accounting Transaction History
  • Built-in Email, Reports & Letters
  • Easily convert Word documents to PDF with embedded data fields
  • Custom Email Templates & Documents
  • Appointment & Scheduling Tools
  • Supports multiple tabbed sub-windows for increased productivity
  • Sales & Commissions Reporting
  • Marketing & Sales Reporting
  • ROI Lead Analysis Reporting
  • Document Uploading & Viewing, Paperless work environment
  • Multiple Location Capability
  • Client Site for Self-Directed Debt Settlement
  • Highly Customizable User Security Rights
  • Experienced Software Support
  • Web-based so always up-to-date
  • No additional software or hardware required
  • All data is protected by SSL encryption
  • Automated Backups
  • Quick Implementation in days not weeks, at a Low Cost

We know you have a choice when it comes to your Debt Settlement software selection; therefore we appreciate the opportunity to EARN your business. Sign up for a 60 minute demo and find out why so many Debt Settlement companies are making the move to NexGenCRM.

Please contact us for more information on all the benefits our software system brings to your company lowering your lead cost, increasing sales, improving your client retention while reducing your staffing and operating expenses.



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