Credit Data Direct Extension for Zoho CRM

Get credit data in Zoho CRM

Built for: CRM Developed by: Credit Reporting Services
400+ Installs
  ( 96 )

Credit Data Direct for Zoho CRM allows you to import and use consumer credit reports, business credit reports and public records data in Zoho CRM. Credit reports can be viewed from Zoho CRM in the HTML and PDF formats.

Additionally, this extension offers a variety of loan calculators to enable loan comparison analysis and loan offer computation, which can be emailed to customers.

Key Features:

  • View consumer credit reports, business credit reports and public records data in Zoho CRM
  • Get a full credit report in HTML and PDF formats
  • Access loan calculators to compute loans
  • Perform a loan comparison analysis, with the option to mail the results to the customer or download it as a PDF file

NOTE: Use of this app requires approval by Credit Reporting Services for an appropriate permissible purpose as specified by the three credit bureaus - Experian, TransUnion and Equifax.  Downloading this app will not provide credit access until this approval process is complete.  Additional instructions for contacting Credit Reporting Services will be provided upon download and installation of this application.

Tags

Deployment type Zoho platform
Published date Apr 19, 2020
Version 1.0
Latest Released date Jan 29, 2021
Category Finance
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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