Dance your way
to success!

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

Get Started for Free
Schedule a Demo
A turquoise musical note icon with a soft, rounded design on a light background.
An arrangement of colored graph bars featuring green, yellow, red, and blue stripes, displayed against a white background. The bars vary in height, suggesting a graphical representation of data.
A stylized graphic of white popcorn kernels with yellow accents, depicted against a transparent background.
A geometric figure composed of several flat, colorful shapes, including yellow, pink, blue, red, and green, arranged in a three-dimensional perspective.
A digital icon featuring geometric shapes, including a central circle and various lines and diamonds, all in a teal and white color scheme.
A blue gear icon with a circular shape, representing settings or preferences, displayed on a light gray background.
A client management interface displaying a list of clients with names, plans, contact information, created dates, progress percentages, and next payment dates. Highlighted clients are Bob Smith and Olivia Mac.
A large abstract shape in bright yellow, resembling a fluid splash, set against a dark background. A smaller yellow shape is positioned to the right, creating a dynamic composition.

Everything You Need to Power Your Business – Right Out of The Box

An open yellow box with various icons emerging from it, including a light bulb, a phone, a medal, a clock, and graphical elements like arrows and charts, representing ideas and strategies.

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.

Learn More

People Need a Business Like Yours

Transform your business to create a better future for yourself and your clients.

Three icons on colorful backgrounds: a magnifying glass on pink, stacked coins on red, and a bar graph with an upward arrow on yellow.
$
0
B

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
0
M

million credit reports contain inaccuracies.

Source: Consumer Federation of America
0
M+

million plus Americans have poor credit.

Source: Consumer Financial Protection Bureau

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.

Join Community
A stylized globe with a grid pattern, primarily in dark gray tones, representing global connectivity and navigation.

Financial Coaches Love Disco

Terry J.

“The Disco team has been very helpful and information. I learned a lot and appreciate their thoroughness.”

Sylvia P.

“It’s always a pleasure working with Disco.”

Issac P.

“Disco onboarding was great! Easy to understand and customer service was full of knowledge about the product. I’m looking forward to learning more.”

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

30-Day Free Trial

Get Started
Professional Plus

30-Day Free Trial

Get Started
Professional Unlimited

30-Day Free Trial

Get Started
Auth.net integration
Text
Text
Text
All core features
Text
Text
Text
Automations
Text
Text
Text
Number of users
1 user
6 users
Unlimited users
Cost per additional user
$25/mo.
$25/mo.
No cost
Number of clients
100 clients
600 clients
Unlimited clients
Cost per additional 100 clients
$25/mo.
$25/mo.
No cost
Unlimited leads
Text
Text
Text
Unlimited affiliates
Text
Text
Text
Unlimited emails
Text
Text
Text
1-click import
Text
Text
Text
Ticket and email support
Text
Text
Text
Live onboarding option
Text
Text
Text

Have Questions?

Can I import all client information from my previous CRM?

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.

How involved do I need to be in the credit management process?

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.

How is Disco different from other financial coaching CRMs?

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.

What information can I dispute for my clients?

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.

A cartoon-style bee character with a rounded black body, yellow wings, and small antennae, set against a plain black background.

Get started with a free onboarding call!

Book a Call
Abstract geometric pattern with a white background and a series of pixelated shapes forming a curved silhouette on the left side.