The integration works with the following CRM systems:
This is a plug 'n play app.
It has never been easier to get started, as this is a standard app. No need for programming or heavy configuration, and you can relax knowing that our service team monitors the operation of the integration and that it will always be compatible with the latest versions of your CRM system.
Benefits of connecting Risk & Credit to your CRM
Sales focus only on paying customers
Discover bad payers immediately, before you waste time on calls, meetings, offers, follow-ups, redundant invoicing, etc.
Save time and cost for Marketing
Only include companies in your marketing flows with a good credit rating. Avoid wasting time and unnecessary effort on bad payers.
Implement your own credit policy
Make your company's credit policy clear and useful for everyone, so you can make good decisions faster.
Only add new companies in CRM with good credit
Search for new companies and import directly into CRM. Duplicate checks ensure data quality in CRM and Risk Score and credit policy ensure that only good payers are created in CRM.
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