Dance your way
to success!
The all-in-one customer relationship management (CRM) tool and ultimate dance partner for your financial coaching business
Everything You Need to Power Your Business – Right Out of The Box
Consolidate costs and effort with one powerful platform to help you coach, grow, and succeed. Connect client credit reports with a single click, automate daily tasks, track client progress, and more.
Easy Credit Report Connection
Securely import credit reports through a single click with no need to input client credentials, powered by IdentityIQ®.
Automate Daily Tasks
Reduce daily tasks to the click of a button with custom automated workflows.
Client Progress Tracking
Access ready-to-go instructions or custom statuses, tags, and milestone markers.
Automated Disputing
Generate letters, start a round countdown, leave a note, and more, all with the click of a button.
Generate Unique Dispute Letters
Automatically create and send unique dispute letters through Disco.
Secure Document Sharing
Seamlessly and securely share important documents like IDs through the protected portal.
People Need a Business Like Yours
Transform your business to create a better future for yourself and your clients.
billion was made last year from credit management businesses.
of consumers have at least one inaccuracy on their credit reports.
million credit reports contain inaccuracies.
million plus Americans have poor credit.
Set Your Clients Up For Success
Provide key services to your clients through Disco to help them meet their financial goals.
Client Engagement Portal
Engage with your clients, leads, and partners through a custom dashboard to track dispute progress, view credit scores, see notes, manage billing, and more.
Service Summary
Create a record for your clients outlining your services, pricing, and every trade line imported into the system.
Client Direct Messaging
Make yourself accessible to your clients with a direct messaging platform that allows you to leave notes and answer quick questions in real time.
Dispute Reviews
After each credit dispute round, a review is created to compare with past credit reports and track progress.
Keep Your Business Running Smoothly
Custom Sales Scripts
Create sales scripts with automated action options based on client responses.
Marketing Toolkit
Design landing pages, create email campaigns, add enrollment forms to your website, and more.
Manage Agreements
Track memberships and send agreement documents for clients to sign online in the Disco portal.
Manage Billing
Create billing plans, from monthly subscriptions to pay-per-delete options or custom hybrid solutions, and collect payments securely within the system.
Member-Only Community
Find your groove in our member community! Share success stories and tips with other financial coaching experts.
Financial Coaches Love Disco
Plans & Pricing
Choose your plan to get this party started and start growing your business.
free trial today!
30-Day Free Trial
30-Day Free Trial
30-Day Free Trial
Have Questions?
Yes, you can import your client information into Disco from other CRM platforms to easily pick up right where you left off and continue growing your business.
With Disco, you can automate much of the credit management process to operate at the click of a button. If you need help setting up these automated workflows, the Disco customer success team can walk you through the process via phone call, email, or live chat.
Disco can independently power financial coaching businesses. Features such as one-click credit report importing and unlimited training sessions at no additional cost make it truly one-of-a-kind. Also, Disco can potentially save businesses thousands of dollars while accelerating their growth.
Disco is designed to support any common dispute with an array of ready-made, automated dispute options and the ability to create custom disputing processes.