Dance your way tosuccess!

The all-in-one customer relationship management (CRM) tool and ultimate dance partner for your financial coaching business

Disco Software Screenshot

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.

Three panels with icons
$0B
billion was made last year from credit management
businesses.

Source: IBIS World

0%
of consumers have at least one inaccuracy on their credit reports.

Source: Federal Trade Commission

0M
million credit reports contain inaccuracies.

Source: Consumer Federation of America

0M+
million plus Americans have poor credit.

Source: Consumer Financial Protection Bureau

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.

Free With an IDIQ® Partnership

Free to financial coaches with at least five clients with an active IDIQ brand membership. No hidden fees — save thousands while growing your business!

Keep Your Business Running Smoothly

Scripts
Toolkit
Agreements
Billing

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.

Marketing Toolkit

Manage Agreements

Track memberships and send agreement documents for clients to sign online in the Disco portal.

Manage Agreements

Manage Billing

Create billing plans, from monthly subscriptions to pay-per-delete options or custom hybrid solutions, and collect payments securely within the system.

Manage Billing
Member-Only Community
Find your groove in our member community! Share success stories and tips with other financial coaching experts.

Personal Onboarding Sessions

Unlimited online onboarding sessions at no extra cost and backed by our 100% U.S.-based customer service team available for live support via phone, live chat, or email.

Unlimited Free Support

100% U.S.-Based

Call, Chat, or Email

Financial Coaches Love Disco

Plans & Pricing

Choose your plan to get this party started and start growing your business.

<—  Scroll To Compare Plans  —>

Get started with a
free trial today!

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Get started with a
free trial today!

Auth.net integration

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Get started with a
free trial today!

All core features

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Get started with a
free trial today!

Automations

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Get started with a
free trial today!

Number of users

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

1 user

Professional Plus

30-Day Free Trial

Then $149/mo.

 

6 users

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Unlimited users

Get started with a
free trial today!

Cost per additional user

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

$25/mo.

Professional Plus

30-Day Free Trial

Then $149/mo.

 

$25/mo.

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

No cost

Get started with a
free trial today!

Number of clients

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

100 clients

Professional Plus

30-Day Free Trial

Then $149/mo.

 

600 clients

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Unlimited clients

Get started with a
free trial today!

Cost per additional 100 clients

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

$25/mo.

Professional Plus

30-Day Free Trial

Then $149/mo.

 

$25/mo.

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

No cost

Get started with a
free trial today!

Unlimited leads

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Get started with a
free trial today!

Unlimited affiliates

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Get started with a
free trial today!

Unlimited emails

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Get started with a
free trial today!

1-click import

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Get started with a
free trial today!

Ticket and email support

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Get started with a
free trial today!

Live phone support

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Get started with a
free trial today!

Live onboarding option

Professional

6-Month Free Trial

Then $49/mo.

FREE with IDIQ® Partnership

Professional Plus

30-Day Free Trial

Then $149/mo.

 

Professional Unlimited

30-Day Free Trial

Then $349/mo.

 

Have Questions?

Support Graphic

Get started with a free onboarding call!