Finally, software that supports the client.
A focused, task‑oriented CRM + PBX for financial and housing organizations — with client portal, accounting, and integrated communications.
Mission: Maximize human resources through accountability and feedback.
Client Support Software’s Relationship Management Suite is the perfect solution for your business. From prospecting to servicing, our full stack CRM and PBX solutions are designed to
help you focus on your customers. With our step by step, task oriented and AI enabled system, you will achieve measurable results leveraging the power of today’s most advanced machine
learning models. Plus, our exceptional Technical Support team provides fast response times and direct access to developers. Make sure your business is running as efficiently as possible;
sign up for Client Support Software’s Relationship Management Suite today.
Our Core Product Suite
Client Management (CMA)
Convert leads to clients with workflow, client portal, accounting, and built‑in comms.
Housing Management (HMA)
Purpose‑built for housing counseling with the CMA foundation and HUD ARMv6 9902 e‑submission.
Industries We Serve
Debt Management
End‑to‑end DMP operations inside the CMA.
Debt Settlement
Portal approvals, enrollment workflows & reporting.
Housing Counseling
HUD‑approved CMS with ARMv6 9902 filing.
Seamless Migration
Move With Confidence
Migration tools exist for industry CRMs, and we build custom importers as needed for a smooth transition.
Integrated Communications
Our deep integration with PBX, SMS, and eFax means all your communications are logged and centralized.
Advanced Security & Infrastructure
Data Encryption
We enforce TLS 1.2+ for data in transit and AES-256 for data at rest, ensuring your information is always protected.
Robust Backups
Automated daily backups with geo-redundant off-site copies guarantee data integrity and availability.
Reliable DevOps
Our infrastructure is built on a modern stack with runtime monitoring and CI/CD for maximum uptime and reliability.
Compliance
Hosted in SOC 2/3 compliant data centers and engineered to meet stringent industry security standards.
Ready to get started?
Contact Us
Client Support Software, LLC
1045 E Atlantic Ave, Suite 211
Delray Beach, FL 33483
Request a Demo
Tell us about your agency and goals — we’ll recommend the fastest path to value.