Relationship Management Suite
Help every client move forward.
A focused, task-oriented CRM for financial and housing counseling organizations—with configurable workflows, a protected client portal, integrated communications, payments, and reporting.
One operational system
From first contact to lasting outcomes.
Replace disconnected tools and handoffs with a shared record, a clear workflow, and the context each team needs to act.
Workflow & accountability
Orchestrate scheduled and triggered tasks with due dates, assignment strategies, child tasks, outcomes, documents, and follow-up rules.
One connected client record
Keep household details, budgets, creditors, tasks, notes, documents, payments, and activity together.
Protected client engagement
Give clients online access to paperwork, signatures, statements, messages, preferences, and account details.
Integrated communications
When configured, connect PBX, SMS, eFax, email, and portal activity while honoring supported category preferences, email DNC, SMS consent, and contact suppressions.
Payments & disbursements
Coordinate payment operations, creditor disbursements, returns, reconciliations, and processor-ready files.
Reporting that fits the operation
Use dashboards and filterable reports to answer what is waiting, where demand is changing, how work is distributed, and which outcomes need attention.
Purpose-built solutions
Deep workflows, without a rigid playbook.
Start with the operating model you need, then configure the details around your team.
Client Management Application
Coordinate the client journey from one connected record.
Convert leads to clients with connected workflows, a protected client portal, payments, and integrated communications. Coordinate intake, qualification, tasks, documents, disbursements, and reporting across teams.
- Lead routing and campaign tracking
- Core DMP operations and debt settlement workflows
- Client portal, signatures, and messages
- Configurable reports and exports
Housing Management Application
Make counseling activity easier to manage and report.
Purpose-built for housing counseling on the CMA foundation, with HUD ARMv6 9902 validation and e-submission for configured agencies. Bring counseling sessions, outcomes, funding sources, documents, training, and follow-up together.
- Individual and group session tracking
- MISMO HCDS v1.1 implementation tools for import/export with phased field coverage and gap reporting
- HUD 9902 validation and submission workflow
- Agency, counselor, and funding-source reporting
- Client documents and follow-up tasks
Flexible ways to get started
Choose the path that fits your organization.
Start with published pricing where it applies, or request a proposal or ownership plan shaped around your organization’s size, structure, and goals.
Debt management leasing that fits your organization.
Debt management leasing starts at $5,000 per month, with final pricing based on your organization’s size and needs.
- Starting price of $5,000 per month
- Final pricing tailored to organization size
- Options aligned with organization needs
Purpose-built housing counseling software.
A straightforward per-user option for organizations ready to modernize their housing counseling workflow.
- Built for housing counseling organizations
- Per-user subscription billed annually
- One-time onboarding fee applies
HMA Standalone for your organization.
Built for individual organizations and intermediaries that manage multiple agencies. Tell us about your structure and requirements, and we’ll prepare a proposal for the HMA Standalone solution.
- HMA Standalone solution
- Support for intermediaries managing multiple agencies
- Pricing provided by proposal
- Contact our team to begin
Choose an ownership path when long-term control matters.
For organizations ready to operate, adapt, and extend the platform, the AI-ready source code is available to purchase through a tailored ownership agreement.
Shape the transition around your technical readiness, operating model, and long-term goals.
- AI-ready source code available to purchase
- Greater ownership and architectural control
- Transition planning aligned with technical readiness
- Optional continued improvements and hosting
Pricing is presented in U.S. dollars. Community Edition is billed annually and requires an onboarding fee. Debt management leasing starts at $5,000 per month, with final pricing based on organization size and needs. HMA Standalone is proposal-based. Source-code ownership, continued improvements, and optional hosting are shaped around the organization’s transition and operating plan.
Practical AI assistance
AI where it helps. Human review where it matters.
Help staff move from raw information to useful work product while keeping the workflow, permissions, and review process inside CMA.
Discuss your AI use casesTurn calls into follow-up
Transcribe eligible recordings and create structured Smart Notes through configurable rules.
Draft smarter documents
Use live template data to assist with personalized passages, letters, and operational documents.
Build reporting faster
Assist administrators with report queries, template logic, and forms—then validate before use.
Integration-ready
Connect the services your operation depends on.
Available integrations span messaging, telephony, credit data, payments, reporting, address validation, and industry workflows. Availability varies by configuration and provider account.
Talk through your systems- HUD ARM
- NFCC Locator
- Mastercard RPPS
- Twilio
- Asterisk / FreePBX
- Equifax
- TransUnion
- Spinwheel
- Google Workspace Gmail
- eFax
- USPS
- OpenAI
Security in the workflow
Protect access without slowing down the work.
Security controls are woven into how staff authenticate, see data, reveal sensitive fields, and make changes—not added as an afterthought.
Flexible access controls
Group and user-level permissions can be scoped to the people, agencies, companies, and workflows that need them.
Modern authentication
Support configurable MFA options, including passkeys and authenticator apps, for staff and client access.
Sensitive-data safeguards
Mask designated fields, require permission-aware reveal, and log access to protected information.
Operational audit trails
Maintain histories for core record changes, sessions, deletions, and sensitive-data access.
Hosting, audit, and deployment-specific security details are available during procurement.
Our product principle
Software should fit the way your team serves clients—not force your team into someone else’s process.
A different kind of partnership
Configuration, migration, and support from people who know the product.
See it with your workflow
Bring us the process that is hardest to manage.
Tell us about your organization and goals—we’ll recommend a practical approach and show how Client Support Software can connect the people, steps, and information behind it.