Knowledge is Power
With our Credit Check App for Zoho CRM, you will:
Save Time
when researching prospects
Make Better Decisions
about the creditworthiness of a prospect
Have Live Information
automatically updated in your Zoho CRM
LinkedIn Integration
Seamless integration into LinkedIn allowing you to quickly connect with key decision makers
Up-to-date data
Unlimited free monthly refresh - refreshes your data every month automatically
Credit & Health Ratings
Obtain financial health rating of your new and existing leads/accounts records
See how easy it is...
How have other companies benefitted from using our app?
Transform the way you gather business intelligence on your prospects and clients.
Alex Abbey
Business OwnerWow! This is fantastic! It links in perfectly to our CRM and saves us so much time whilst also ensuring accurate credit checking has taken place before any negotiations take place with prospective customers.
Chris Bleakley
Managing DirectorThis is a great addition to the already excellent Zoho suite. Easy to install simple to use, now we don't need an outside credit check programme as all the company financial data is on the customer record and can be updated with a click of the button. Well done and Thanks.
Jan Evans
OwnerHow easy is that!!! Fantastic to be able to have credit checking information within Zoho which is where we run our business from.
Aldo De Leonibus
DirectorSeamless integration with our business processes, automatically and effortlessly keeping all our clients information up to date.
Key Features:
Credit health ratings
Powered by an algorithm that evolved over decades to provide health ratings that are highly specific to each business.
Credit limits
Provides you with a recommended credit limit for the prospect or client.
Turnover & Employees
Actual business turnover and number of employees. Estimates are displayed if no actual figures are known.
Net worth
An important metric to gauge a company's health, providing a useful snapshot of its current financial position.
Data Refresh
Your data is automatically refreshed every month, sending you an email of any changes.
SIC Codes
Standard Industrial Classification, a code that describes what a business does.
Directors & LLP Owners
Connect with the key people on LinkedIn.
Creditor Days
Identify the average time it takes your customer to settle its debts with trade suppliers.
CCJs
Check your prospect or client has any County Court Judgements and see the amounts owed.
Why use our Zoho CRM Extensions?
We noticed a significant amount of bad debt in small businesses that are not required to file accounts, so we worked to develop a scoring card that is based on market leading data sources and enriched by our creditor and services data.
Our scoring model allows us to not only score companies that are required to file accounts but also smaller businesses that aren’t obligated to file detailed financials, meaning you always have reliable credit profile for whatever size of business you search.
Credit Check any prospective customers
With just a few clicks in your Zoho CRM, our app allows you to credit check a customer or prospect, helping you decide what credit terms to set for that business, and assess your financial risk.
Monthly Pricing Plans
Contact us or request a demo
Would you like to know about how we can you help your company?
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Ribchester
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PR3 3XR
United Kingdom - 07845 223 304
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