Zoho CRM Extensions

Effortless Company Credit Checking
for Zoho CRM

Gain insider information on your prospects and clients by simply connecting your Zoho CRM to a live Red Flag Alert database of over 6.5 million UK businesses.

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...

Zoho CRM Extensions

How have other companies benefitted from using our app?

Transform the way you gather business intelligence on your prospects and clients.

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.

Company Credit Checks

Monthly Pricing Plans

14 day Trial £0
  • 15 Lookups per month.
Basic £25
  • 15 Lookups per month.
Standard £50
  • 50 Lookups per month.
Premium £75
  • 100 Lookups per month.
Ultimate £100
  • 200 Lookups per month.
Bespoke
  • Email us at hello@cloud-sauce.com

Contact us or request a demo

Would you like to know about how we can you help your company?

  • Suite 21, Manor Court, Salesbury Hall
    Ribchester
    Preston
    PR3 3XR
    United Kingdom
  • 07845 223 304
  • hello@cloud-sauce.com

    ** We dont share your personal info with anyone. Check out our Privacy Policy for more information.

    Our FAQs

    Your monthly subscription can be cancelled any time, please contact hello@cloud-sauce.com.
    Select a record in your Leads or Accounts module, and click the "Credit Check" button in the top right.
    Click the start trial button, this will take you to the Zoho marketplace, so you can install this App.
    20 new fields are added to the Leads and Accounts module which include, company number, SIC Code, RFA rating, turnover, net worth, credit limit, Incorporation date, cash in bank, employees.
    Each credit check is one credit, and your credits are reset each month. Refreshing an existing credit checked record is free as long as you have an active subscription.
    Enterprise, CRM Plus, Zoho One, Ultimate. This app is published in accordance with Zoho Marketplace review process. Click here to know more.
    Red Flag Alert is powered by an algorithm that evolved over decades to provide health ratings that are highly specific to each business. Billions of data points have been collected, and these vast datasets power our algorithm to make accurate predictions on business failures.
    Please contact us at hello@cloud-sauce.com, for the enterprise versions this our App.